401(k) · DOL Form 5500 · 2023

C. George Lai, M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
11
Participants Small participant base
60th
Percentile by assets National rank
$972,118
Avg per participant High balance/head
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Official DOL plan name: C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan · Sponsored by C. George Lai, M.D., Inc. · California · Healthcare & Social Assistance

$11M in assets, 11 participants

C. George Lai, M.D., Inc.'s C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,595 in Healthcare & Social Assistance (17,684 peers)

C. George Lai, M.D., Inc. multi-year trail

C. George Lai, M.D., Inc.'s plans moved +32.5% in assets from 2022 to 2024; this filing shows C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan at $11M / 11 participants.

#11,595
in Healthcare & Social Assistance (17,684 peers)
+16.9%
assets growth YoY

C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,693,301 Top 40% higher than 60% 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

C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan reported net income rose from -$862K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954485549 · C. George Lai, M.D., Inc. PY 2023 · 401(k)

C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan · $11M · 11 · 60th

  • SCH $11M
  • SCH 11
  • SCH 60th
  • SCH 401(k)
  • SCH near Ashley Stewart, Inc. 401(k) Plan
  • SCH ind #11595

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 →

C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

C. George Lai, M.D., Inc. 401(k) Profit Sharing PlanC. George Lai, M.D., Inc. 40…$11MAshley Stewart, Inc. 401(k) PlanAshley Stewart, Inc. 401(k) …$11MHarper Industries, Inc. 401(k) PlanHarper Industries, Inc. 401(…$11MD-J Affiliated Group 401(k) PlanD-J Affiliated Group 401(k) …$11MBuilding Control Integrators LLC 401(k) PlanBuilding Control Integrators…$11M
End-of-year total assets ($M) among C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

C. George Lai, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All C. George Lai, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 32.45082961753109% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.15M $12.1M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 11 $9M
2023 1 11 $11M
2024 1 7 $12M

C. George Lai, M.D., Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN954485549
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010693301 · Participants: 11C. George Lai, M.D., Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ashley Stewart, Inc. 401(k) Plan in NJ ($11M); by covered participants it is Bg Logistics, Inc. 401(k) Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan grew sharply - up 16.9% during 2023, from $9M to $11M. Reported net income was $2M.
How have C. George Lai, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C. George Lai, M.D., Inc.'s sponsor-wide assets grew 32.5%, from $9M to $12M.
Which 401(k) plans are similar in size to C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ashley Stewart, Inc. 401(k) Plan in NJ ($11M, 375 participants).
Which 401(k) plans cover a similar participant headcount to C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bg Logistics, Inc. 401(k) Plan in FL (11 participants, $3M 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 954485549.

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.