Profit Sharing · DOL Form 5500 · 2023

Kevin W. Louie, Md, a Professional Corporation Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
42nd
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Kevin W. Louie, Md, Inc. Profit Sharing Plan · Sponsored by Kevin W. Louie, Md, a Professional Corporation · California · Healthcare & Social Assistance

$4M in assets, 2 participants

Kevin W. Louie, Md, a Professional Corporation's Kevin W. Louie, Md, Inc. Profit Sharing Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,935 in Healthcare & Social Assistance (17,684 peers)

Kevin W. Louie, Md, a Professional Corporation multi-year trail

Kevin W. Louie, Md, a Professional Corporation's plans moved +20.8% in assets from 2022 to 2024; this filing shows Kevin W. Louie, Md, Inc. Profit Sharing Plan at $4M / 2 participants.

#7,935
in Healthcare & Social Assistance (17,684 peers)
+12.2%
assets growth YoY

Kevin W. Louie, Md, Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kevin W. Louie, Md, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,327,860 42nd percentile higher than 42% 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

Kevin W. Louie, Md, 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. Kevin W. Louie, Md, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kevin W. Louie, Md, Inc. Profit Sharing Plan reported net income rose from -$430K in the plan year 2022 filing to $471K in the plan year 2023 filing.
  • Kevin W. Louie, Md, Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943342352 · Kevin W. Louie, Md, a Professional Corporation PY 2023 · Profit Sharing

Kevin W. Louie, Md, Inc. Profit Sharing Plan · $4M · 2 · 42nd

  • RANK $4M
  • PHOTO 2
  • IND 42nd
  • EOY Profit Sharing
  • 5500 near Mchugh Engineering Associates,Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #7935

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 →

Kevin W. Louie, Md, Inc. Profit Sharing Plan in the asset neighbourhood

Kevin W. Louie, Md, Inc. Profit Sharing PlanKevin W. Louie, Md, Inc. Pro…$4MMchugh Engineering Associates,Inc. 401(k) Profit Sharing PlanMchugh Engineering Associate…$4MV.C. Soffe & Sons, Inc. Employee Profit Sharing PlanV.C. Soffe & Sons, Inc. Empl…$4MWilliam N. Heiss Profit Sharing PlanWilliam N. Heiss Profit Shar…$4MSun-Drop Bottling Company, Inc. Profit Sharing PlanSun-Drop Bottling Company, I…$4M
End-of-year total assets ($M) among Kevin W. Louie, Md, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Kevin W. Louie, Md, a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Kevin W. Louie, Md, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 20.825774536328247% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.86M $4.66M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $4M
2024 1 2 $5M

Kevin W. Louie, Md, a Professional Corporation filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$471K
Employer EIN943342352
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Kevin W. Louie, Md, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Kevin W. Louie, Md, Inc. Profit Sharing Plan, Total assets ($B): 0.00432786 · Participants: 2Kevin W. Louie, Md, 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
Kevin W. Louie, Md, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Kevin W. Louie, Md, Inc. Profit Sharing Plan side-by-side with 3 peers →

Kevin W. Louie, Md, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Mchugh Engineering Associates,Inc. 401(k) Profit Sharing Plan in PA ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Kevin W. Louie, Md, Inc. Profit Sharing Plan assets move in 2023? ▼
Kevin W. Louie, Md, Inc. Profit Sharing Plan grew at a solid clip - up 12.2% during 2023, from $4M to $4M. Reported net income was $471K.
How have Kevin W. Louie, Md, a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kevin W. Louie, Md, a Professional Corporation's sponsor-wide assets grew 20.8%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Kevin W. Louie, Md, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mchugh Engineering Associates,Inc. 401(k) Profit Sharing Plan in PA ($4M, 23 participants).
Which Profit Sharing plans cover a similar participant headcount to Kevin W. Louie, Md, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 943342352.

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.