Profit Sharing · DOL Form 5500 · 2023

John K. Lee, Dds Profit Sharing Plan

Data updated 2026-08-25

$864K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$288,127
Avg per participant High balance/head
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Official DOL plan name: John K. Lee, Dds Profit Sharing Plan · Sponsored by John K. Lee, Dds · California · Healthcare & Social Assistance

$864K in assets, 3 participants

John K. Lee, Dds's John K. Lee, Dds Profit Sharing Plan reported $864K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,188 in Healthcare & Social Assistance (17,684 peers)

John K. Lee, Dds multi-year trail

John K. Lee, Dds's plans moved +33.6% in assets from 2022 to 2024; this filing shows John K. Lee, Dds Profit Sharing Plan at $864K / 3 participants.

#3,188
in Healthcare & Social Assistance (17,684 peers)
+17.8%
assets growth YoY

John K. Lee, Dds Profit Sharing Plan among the smaller filed plans by assets

John K. Lee, Dds Profit Sharing Plan vs every filed plan by assets

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

$864,382 22nd percentile higher than 22% 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

John K. Lee, Dds 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. John K. Lee, Dds Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John K. Lee, Dds Profit Sharing Plan reported net income rose from -$145K in the plan year 2022 filing to $131K in the plan year 2023 filing.
  • John K. Lee, Dds Profit Sharing Plan end-of-year assets rose from $733K in the plan year 2022 filing to $864K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770172241 · John K. Lee, Dds PY 2023 · Profit Sharing

John K. Lee, Dds Profit Sharing Plan · $864K · 3 · 22nd

  • NET $864K
  • BOOK 3
  • VS-ST 22nd
  • BOY Profit Sharing
  • SCH near Castle Merchandising, Inc. Profit Sharing Plan
  • EBSA ind #3188

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 →

John K. Lee, Dds Profit Sharing Plan in the asset neighbourhood

John K. Lee, Dds Profit Sharing PlanJohn K. Lee, Dds Profit Shar…$864KCastle Merchandising, Inc. Profit Sharing PlanCastle Merchandising, Inc. P…$865KR. Inter Chiropractic, LLC Profit Sharing PlanR. Inter Chiropractic, LLC P…$865KSendero Cove Holdings Co. Retirement PlanSendero Cove Holdings Co. Re…$864KEynon Associates, Inc. Employees' Profit Sharing TrustEynon Associates, Inc. Emplo…$865K
End-of-year total assets ($M) among John K. Lee, Dds Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

John K. Lee, Dds multi-year asset trail

Sponsor-wide plan assets over time

All John K. Lee, Dds plans reported in each filing year

Latest sponsor-wide plan assets
$1M 33.59021618525892% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $0.98M $1.3M ▲ +32.7%
Year Plans Participants Total Assets
2022 2 6 $976K
2023 2 5 $1M
2024 2 4 $1M

John K. Lee, Dds filing trail (2023)

Total Assets (Beginning of Year)$733K
Net Assets (End of Year)$864K
Net Income$131K
Employer EIN770172241
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

John K. Lee, Dds Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants John K. Lee, Dds Profit Sharing Plan, Total assets ($B): 0.000864382 · Participants: 3John K. Lee, Dds 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
John K. Lee, Dds Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare John K. Lee, Dds Profit Sharing Plan side-by-side with 3 peers →

John K. Lee, Dds Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Castle Merchandising, Inc. Profit Sharing Plan in NY ($865K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 John K. Lee, Dds Profit Sharing Plan assets move in 2023? ▼
John K. Lee, Dds Profit Sharing Plan grew sharply - up 17.8% during 2023, from $733K to $864K. Reported net income was $131K.
How have John K. Lee, Dds plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John K. Lee, Dds's sponsor-wide assets grew 33.6%, from $976K to $1M.
Where does John K. Lee, Dds Profit Sharing Plan rank by assets among Form 5500 filers? ▼
John K. Lee, Dds Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to John K. Lee, Dds Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Castle Merchandising, Inc. Profit Sharing Plan in NY ($865K, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to John K. Lee, Dds Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 770172241.

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.