401(k) · DOL Form 5500 · 2023

Kelvin C. Choi, D.D.S., Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
20
Participants Small participant base
47th
Percentile by assets National rank
$282,081
Avg per participant High balance/head
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Official DOL plan name: Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan · Sponsored by Kelvin C. Choi, D.D.S., Inc. · California · Healthcare & Social Assistance

$6M in assets, 20 participants

Kelvin C. Choi, D.D.S., Inc.'s Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan reported $6M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,048 in Healthcare & Social Assistance (17,684 peers)

Kelvin C. Choi, D.D.S., Inc. multi-year trail

Kelvin C. Choi, D.D.S., Inc.'s plans moved -11.7% in assets from 2022 to 2024; this filing shows Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan at $6M / 20 participants.

#9,048
in Healthcare & Social Assistance (17,684 peers)
+22.8%
assets growth YoY

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

Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$5,641,628 47th percentile higher than 47% 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

Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) 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. Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942676593 · Kelvin C. Choi, D.D.S., Inc. PY 2023 · 401(k)

Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan · $6M · 20 · 47th

  • PART $6M
  • TYPE 20
  • NET 47th
  • BOOK 401(k)
  • VS-ST near National Health Investors Inc. 401(k) Profit Sharing Plan & Trust
  • BOY ind #9048

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 →

Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) PlanKelvin C. Choi, D.D.S., Inc.…$6MNational Health Investors Inc. 401(k) Profit Sharing Plan & TrustNational Health Investors In…$6MBusiness Valuation Resources LLC 401(k) PlanBusiness Valuation Resources…$6MMary Ann Morse Healthcare Corp. 401(k) PlanMary Ann Morse Healthcare Co…$6MDunn Heat Exchangers, Inc. 401(k) PlanDunn Heat Exchangers, Inc. 4…$6M
End-of-year total assets ($M) among Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kelvin C. Choi, D.D.S., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kelvin C. Choi, D.D.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.714290005792602% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.59M $4.06M ▼ -11.5%
Year Plans Participants Total Assets
2022 1 20 $5M
2023 1 20 $6M
2024 1 20 $4M

Kelvin C. Choi, D.D.S., Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN942676593
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.005641628 · Participants: 20Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) 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
Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is National Health Investors Inc. 401(k) Profit Sharing Plan & Trust in TN ($6M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan assets move in 2023? ▼
Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan grew sharply - up 22.8% during 2023, from $5M to $6M. Reported net income was $1M.
How have Kelvin C. Choi, D.D.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelvin C. Choi, D.D.S., Inc.'s sponsor-wide assets declined 11.7%, from $5M to $4M.
Which 401(k) plans are similar in size to Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Health Investors Inc. 401(k) Profit Sharing Plan & Trust in TN ($6M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 942676593.

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.