Profit Sharing · DOL Form 5500 · 2023

Loi Luu, M.D., Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
30th
Percentile by assets National rank
$331,259
Avg per participant High balance/head
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Official DOL plan name: Loi Luu, M.D., Inc. Profit Sharing Plan · Sponsored by Loi Luu, M.D., Inc. · California · Healthcare & Social Assistance

$2M in assets, 6 participants

Loi Luu, M.D., Inc.'s Loi Luu, M.D., Inc. Profit Sharing Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,115 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Loi Luu, M.D., Inc. Profit Sharing Plan holds $2M for 6 participants - about $331,259 per participant, in the lower half of filed plans by assets.

#5,115
in Healthcare & Social Assistance (17,684 peers)
+1.8%
assets growth YoY

Loi Luu, M.D., Inc. Profit Sharing Plan among the smaller filed plans by assets

Loi Luu, M.D., Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,987,551 30th percentile higher than 30% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Loi Luu, 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. Loi Luu, M.D., Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Loi Luu, M.D., Inc. Profit Sharing Plan reported net income rose from -$522K in the plan year 2022 filing to $34K in the plan year 2023 filing.
  • Loi Luu, M.D., Inc. Profit Sharing Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Loi Luu, M.D., Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 371447726 · Loi Luu, M.D., Inc. PY 2023 · Profit Sharing

Loi Luu, M.D., Inc. Profit Sharing Plan · $2M · 6 · 30th

  • PART $2M
  • PART 6
  • PART 30th
  • PART Profit Sharing
  • PART near Jacobson, Holman PLLC Profit-Sharing Plan
  • PART ind #5115

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 California →

Loi Luu, M.D., Inc. Profit Sharing Plan in the asset neighbourhood

Loi Luu, M.D., Inc. Profit Sharing PlanLoi Luu, M.D., Inc. Profit S…$2MJacobson, Holman PLLC Profit-Sharing PlanJacobson, Holman PLLC Profit…$2MCinnamon Hills Matching Plan$2MChristophe Sevrain LLC Mpp$2MHylind Search Company Profit Sharing PlanHylind Search Company Profit…$2M
End-of-year total assets ($M) among Loi Luu, M.D., Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$34K
Employer EIN371447726
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loi Luu, M.D., Inc.)

Sponsor-wide plan assets over time

All Loi Luu, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.930534563759764% vs 2022
2024 filing year
$1.9M$1.95M$2M$2.05M 202220232024 $1.95M $2.03M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 6 $2M
2024 1 7 $2M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Loi Luu, M.D., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Loi Luu, M.D., Inc. Profit Sharing Plan, Total assets ($B): 0.001987551 · Participants: 6Loi Luu, M.D., Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Loi Luu, M.D., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Loi Luu, M.D., Inc. Profit Sharing Plan side-by-side with 3 peers →

Loi Luu, M.D., Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Jacobson, Holman PLLC Profit-Sharing Plan in DC ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Loi Luu, M.D., Inc. Profit Sharing Plan assets move in 2023? ▼
Loi Luu, M.D., Inc. Profit Sharing Plan edged up modestly - up 1.8% during 2023, from $2M to $2M. Reported net income was $34K.
How have Loi Luu, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loi Luu, M.D., Inc.'s sponsor-wide assets grew 3.9%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Loi Luu, M.D., Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jacobson, Holman PLLC Profit-Sharing Plan in DC ($2M, 29 participants).
Which Profit Sharing plans cover a similar participant headcount to Loi Luu, M.D., Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 371447726.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.