Profit Sharing · DOL Form 5500 · 2023
Lisa Leung Insurance Agency, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $439K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $109,636
- Avg per participant Below avg balance/head
Official DOL plan name: Lisa Leung Insurance Agency Inc Profit Sharing Plan · Sponsored by Lisa Leung Insurance Agency, Inc. · California · Finance & Insurance
$439K in assets, 4 participants
Lisa Leung Insurance Agency, Inc.'s Lisa Leung Insurance Agency Inc Profit Sharing Plan reported $439K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #901 in Finance & Insurance (8,869 peers)
Lisa Leung Insurance Agency, Inc. multi-year trail
Lisa Leung Insurance Agency, Inc.'s plans moved +44.6% in assets from 2022 to 2024; this filing shows Lisa Leung Insurance Agency Inc Profit Sharing Plan at $439K / 4 participants.
- #901
- in Finance & Insurance (8,869 peers)
- +19.4%
- assets growth YoY
Lisa Leung Insurance Agency Inc Profit Sharing Plan among the smaller filed plans by assets
Lisa Leung Insurance Agency Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$438,542 17th percentile higher than 17% 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
Lisa Leung Insurance Agency 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. Lisa Leung Insurance Agency Inc Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lisa Leung Insurance Agency Inc Profit Sharing Plan reported net income rose from -$36K in the plan year 2022 filing to $71K in the plan year 2023 filing.
- Lisa Leung Insurance Agency Inc Profit Sharing Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Lisa Leung Insurance Agency Inc Profit Sharing Plan end-of-year assets rose from $367K in the plan year 2022 filing to $439K in the plan year 2023 filing.
DOL schedule card
Filing strip 202243217 · Lisa Leung Insurance Agency, Inc. PY 2023 · Profit Sharing
Lisa Leung Insurance Agency Inc Profit Sharing Plan · $439K · 4 · 17th
- EBSA $439K
- PART 4
- TYPE 17th
- NET Profit Sharing
- BOOK near Jda Enterprises, Inc. Retirement Plan
- VS-ST ind #901
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 Finance & Insurance retirement plans → · Plans in California →
Lisa Leung Insurance Agency Inc Profit Sharing Plan in the asset neighbourhood
Lisa Leung Insurance Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lisa Leung Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $531K 44.592534518053924% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $367K |
| 2023 | 1 | 4 | $439K |
| 2024 | 1 | 3 | $531K |
Lisa Leung Insurance Agency, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $367K |
|---|---|
| Net Assets (End of Year) | $439K |
| Net Income | $71K |
| Employer EIN | 202243217 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Lisa Leung Insurance Agency Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Jda Enterprises, Inc. Retirement Plan in MD ($439K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($439K here).
- Jda Enterprises, Inc. Retirement Plan (MD) $439K · 1
- Cidlik Incorporated Retirement Plan (TX) $439K · 2
- A&m Illumination Inc. Retirement Plan (MD) $439K · 2
- Villfoss Enterprises Inc. Retirement Plan (FL) $439K · 8
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
- Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
- Nomax Inc. Retirement Plan (LA) 4 · 0 off
- Unit Design Inc Ps (LA) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.