Profit Sharing · DOL Form 5500 · 2023
Benjamin Chu, M.D., Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $218,310
- Avg per participant Above avg balance/head
Official DOL plan name: Benjamin Chu M.D. Inc. Profit Sharing Plan · Sponsored by Benjamin Chu, M.D., Inc. · Hawaii · Healthcare & Social Assistance
$1M in assets, 5 participants
Benjamin Chu, M.D., Inc.'s Benjamin Chu M.D. Inc. Profit Sharing Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 24th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,606 in Healthcare & Social Assistance (17,684 peers)
Benjamin Chu, M.D., Inc. multi-year trail
Benjamin Chu, M.D., Inc.'s plans moved +28.4% in assets from 2022 to 2024; this filing shows Benjamin Chu M.D. Inc. Profit Sharing Plan at $1M / 5 participants.
- #3,606
- in Healthcare & Social Assistance (17,684 peers)
- +13.8%
- assets growth YoY
Benjamin Chu M.D. Inc. Profit Sharing Plan among the smaller filed plans by assets
Benjamin Chu M.D. Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,091,552 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Benjamin Chu M.D. Inc. Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Benjamin Chu M.D. Inc. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Benjamin Chu M.D. Inc. Profit Sharing Plan reported net income rose from -$18K in the plan year 2022 filing to $132K in the plan year 2023 filing.
- Benjamin Chu M.D. Inc. Profit Sharing Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
- Benjamin Chu M.D. Inc. Profit Sharing Plan end-of-year assets rose from $959K in the plan year 2022 filing to $1M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 990323893 · Benjamin Chu, M.D., Inc. PY 2023 · Profit Sharing
Benjamin Chu M.D. Inc. Profit Sharing Plan · $1M · 5 · 24th
- EOY $1M
- 5500 5
- ASSETS 24th
- PCT Profit Sharing
- EIN near Wahupa Educational Enterprises Profit Sharing Plan
- RANK ind #3606
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Hawaii →
Benjamin Chu M.D. Inc. Profit Sharing Plan in the asset neighbourhood
Benjamin Chu, M.D., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Benjamin Chu, M.D., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 28.366352014379338% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $959K |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 5 | $1M |
Benjamin Chu, M.D., Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $959K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $132K |
| Employer EIN | 990323893 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Hawaii
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hawaii Electricians Annuity Plan $450M · 2,215
- Hawaii Sheet Metal Workers Annuity Profit Sharing $108M · 514
- Hawaiiusa Fcu Retirement Plan $56M · 386
- Hawaiian Dredging Construction Company Profit Sharing Plan $34M · 296
- Unlimited Construction Services Inc. 401(k) Profit Sharing Plan $13M · 105
Benjamin Chu M.D. Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Hawaii, the nearest Profit Sharing by assets is Wahupa Educational Enterprises Profit Sharing Plan in CA ($1M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.