Money Purchase · DOL Form 5500 · 2023
John K. Lee, Dds Money Purchase Plan
Data updated 2026-08-25
- $287K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $143,398
- Avg per participant Near avg balance/head
Official DOL plan name: John K. Lee, Dds Money Purchase Plan · Sponsored by John K. Lee, Dds · California · Healthcare & Social Assistance
$287K in assets, 2 participants
John K. Lee, Dds's John K. Lee, Dds Money Purchase Plan reported $287K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.
- #1,636 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 Money Purchase Plan at $287K / 2 participants.
- #1,636
- in Healthcare & Social Assistance (17,684 peers)
- +18.2%
- assets growth YoY
John K. Lee, Dds Money Purchase Plan among the smaller filed plans by assets
John K. Lee, Dds Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$286,795 13th percentile higher than 13% 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
John K. Lee, Dds Money Purchase 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 Money Purchase Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- John K. Lee, Dds Money Purchase Plan reported net income rose from -$48K in the plan year 2022 filing to $44K in the plan year 2023 filing.
- John K. Lee, Dds Money Purchase Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
- John K. Lee, Dds Money Purchase Plan end-of-year assets rose from $243K in the plan year 2022 filing to $287K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 770172241 · John K. Lee, Dds PY 2023 · Money Purchase
John K. Lee, Dds Money Purchase Plan · $287K · 2 · 13th
- IND $287K
- IND 2
- IND 13th
- IND Money Purchase
- IND near Dr. Gabriel Rojas Gonzalez Retirement Plan
- IND ind #1636
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 Money Purchase Plan in the asset neighbourhood
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
| 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) | $243K |
|---|---|
| Net Assets (End of Year) | $287K |
| Net Income | $44K |
| Employer EIN | 770172241 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
John K. Lee, Dds Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Dr. Gabriel Rojas Gonzalez Retirement Plan in PR ($285K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($287K here).
- Dr. Gabriel Rojas Gonzalez Retirement Plan (PR) $285K · 2
- Dr. Gabriel Rojas Gonzalez Retirement Plan (PR) $285K · 2
- Mart Machine Inc Pension Plan (NJ) $292K · 1
- Electrical Workers 22 Fcu Pension Plan (NE) $282K · 2
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Blake Money Purchase Pension Plan (MA) 2 · 0 off
- Diagnostic Radiology Consultants PC Money Purchase Pension Plan (OK) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.