401(k) · DOL Form 5500 · 2023

Leonard T. Yu, M.D. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$492,407
Avg per participant High balance/head
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Official DOL plan name: Leonard T. Yu, M.D. 401(k) Profit Sharing Plan · Sponsored by Leonard T. Yu, M.D. · Hawaii · Healthcare & Social Assistance

$1M in assets, 3 participants

Leonard T. Yu, M.D.'s Leonard T. Yu, M.D. 401(k) Profit Sharing Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,266 in Healthcare & Social Assistance (17,684 peers)

Leonard T. Yu, M.D. multi-year trail

Leonard T. Yu, M.D.'s plans moved -14.3% in assets from 2022 to 2024; this filing shows Leonard T. Yu, M.D. 401(k) Profit Sharing Plan at $1M / 3 participants.

#4,266
in Healthcare & Social Assistance (17,684 peers)
-24.5%
assets change YoY

The plan reported a net loss of $479K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Leonard T. Yu, M.D. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Leonard T. Yu, M.D. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,477,222 27th percentile higher than 27% 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

Leonard T. Yu, M.D. 401(k) 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. Leonard T. Yu, M.D. 401(k) 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

  • Leonard T. Yu, M.D. 401(k) Profit Sharing Plan reported net income fell from $90K in the plan year 2022 filing to -$479K in the plan year 2023 filing.
  • Leonard T. Yu, M.D. 401(k) Profit Sharing Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Leonard T. Yu, M.D. 401(k) Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 990324699 · Leonard T. Yu, M.D. PY 2023 · 401(k)

Leonard T. Yu, M.D. 401(k) Profit Sharing Plan · $1M · 3 · 27th

  • NET $1M
  • BOOK 3
  • VS-ST 27th
  • BOY 401(k)
  • SCH near Anita's Mexican Food 401(k) Plan
  • EBSA ind #4266

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 Hawaii →

Leonard T. Yu, M.D. 401(k) Profit Sharing Plan in the asset neighbourhood

Leonard T. Yu, M.D. 401(k) Profit Sharing PlanLeonard T. Yu, M.D. 401(k) P…$1MAnita's Mexican Food 401(k) PlanAnita's Mexican Food 401(k) …$1ML. Brent Bitner, Dds, P.C. 401(k) Profit Sharing PlanL. Brent Bitner, Dds, P.C. 4…$1MAmpersand Adventures, Inc. 401(k) PlanAmpersand Adventures, Inc. 4…$1MHealth Action Council Ohio 401(k) PlanHealth Action Council Ohio 4…$1M
End-of-year total assets ($M) among Leonard T. Yu, M.D. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Leonard T. Yu, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Leonard T. Yu, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.321671733271224% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.95M $4.25M ▼ -14.1%
Year Plans Participants Total Assets
2022 2 8 $5M
2023 2 6 $4M
2024 2 6 $4M

Leonard T. Yu, M.D. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$479K
Employer EIN990324699
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

Leonard T. Yu, M.D. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Leonard T. Yu, M.D. 401(k) Profit Sharing Plan, Total assets ($B): 0.001477222 · Participants: 3Leonard T. Yu, M.D. 401(k) Profit Sharing PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.628724442 · Participants: 8612The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.75887371 · Participants: 2094Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.68477192 · Participants: 2679Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.582282026 · Participants: 1021Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.557808033 · Participants: 2460Kamehameha Schools 401(k) Retirement Savings Plan
Leonard T. Yu, M.D. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Leonard T. Yu, M.D. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Leonard T. Yu, M.D. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Anita's Mexican Food 401(k) Plan in CA ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (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 Leonard T. Yu, M.D. 401(k) Profit Sharing Plan assets move in 2023? ▼
Leonard T. Yu, M.D. 401(k) Profit Sharing Plan declined sharply - down 24.5% during 2023, from $2M to $1M. Reported net income was -$479K.
How have Leonard T. Yu, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leonard T. Yu, M.D.'s sponsor-wide assets declined 14.3%, from $5M to $4M.
Which 401(k) plans are similar in size to Leonard T. Yu, M.D. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anita's Mexican Food 401(k) Plan in CA ($1M, 505 participants).
Which 401(k) plans cover a similar participant headcount to Leonard T. Yu, M.D. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 990324699.

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.