401(k) · DOL Form 5500 · 2023

James Y Lee Dds PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
32
Participants Small participant base
33rd
Percentile by assets National rank
$75,191
Avg per participant Below avg balance/head
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Official DOL plan name: James Y Lee Dds PC 401(k) Profit Sharing Plan · Sponsored by James Y Lee Dds PC · Oregon · Healthcare & Social Assistance

$2M in assets, 32 participants

James Y Lee Dds PC's James Y Lee Dds PC 401(k) Profit Sharing Plan reported $2M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,712 in Healthcare & Social Assistance (17,684 peers)

James Y Lee Dds PC multi-year trail

James Y Lee Dds PC's plans moved +39.8% in assets from 2022 to 2024; this filing shows James Y Lee Dds PC 401(k) Profit Sharing Plan at $2M / 32 participants.

#5,712
in Healthcare & Social Assistance (17,684 peers)
+25.9%
assets growth YoY

James Y Lee Dds PC 401(k) Profit Sharing Plan among the smaller filed plans by assets

James Y Lee Dds PC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,406,098 33rd percentile higher than 33% 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

James Y Lee Dds PC 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. James Y Lee Dds PC 401(k) Profit Sharing Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James Y Lee Dds PC 401(k) Profit Sharing Plan reported net income rose from $16K in the plan year 2022 filing to $495K in the plan year 2023 filing.
  • James Y Lee Dds PC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • James Y Lee Dds PC 401(k) Profit Sharing Plan reported participants rose from 27 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 204091631 · James Y Lee Dds PC PY 2023 · 401(k)

James Y Lee Dds PC 401(k) Profit Sharing Plan · $2M · 32 · 33rd

  • TYPE $2M
  • NET 32
  • BOOK 33rd
  • VS-ST 401(k)
  • BOY near Management Recruiters of Massachusetts 401(k) Savings & Profit Sharing Plan
  • SCH ind #5712

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 Oregon →

James Y Lee Dds PC 401(k) Profit Sharing Plan in the asset neighbourhood

James Y Lee Dds PC 401(k) Profit Sharing PlanJames Y Lee Dds PC 401(k) Pr…$2MManagement Recruiters of Massachusetts 401(k) Savings & Profit Sharing PlanManagement Recruiters of Mas…$2MRecreation Centers of Sun City Employees 401(k) PlanRecreation Centers of Sun Ci…$2MEntel Systems, Inc. 401(k) Savings PlanEntel Systems, Inc. 401(k) S…$2MLewis, Kisch & Associates, Ltd 401(k) PlanLewis, Kisch & Associates, L…$2M
End-of-year total assets ($M) among James Y Lee Dds PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

James Y Lee Dds PC multi-year asset trail

Sponsor-wide plan assets over time

All James Y Lee Dds PC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.823289061391925% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.91M $2.67M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 27 $2M
2023 1 32 $2M
2024 1 33 $3M

James Y Lee Dds PC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$495K
Employer EIN204091631
Plan Effective Date2007-03-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

James Y Lee Dds PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants James Y Lee Dds PC 401(k) Profit Sharing Plan, Total assets ($B): 0.002406098 · Participants: 32James Y Lee Dds PC 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
James Y Lee Dds PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare James Y Lee Dds PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

James Y Lee Dds PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Management Recruiters of Massachusetts 401(k) Savings & Profit Sharing Plan in MA ($2M); by covered participants it is Presnell Gage Employees Retirement Plan in ID (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 James Y Lee Dds PC 401(k) Profit Sharing Plan assets move in 2023? ▼
James Y Lee Dds PC 401(k) Profit Sharing Plan grew sharply - up 25.9% during 2023, from $2M to $2M. Reported net income was $495K.
How have James Y Lee Dds PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Y Lee Dds PC's sponsor-wide assets grew 39.8%, from $2M to $3M.
Which 401(k) plans are similar in size to James Y Lee Dds PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Management Recruiters of Massachusetts 401(k) Savings & Profit Sharing Plan in MA ($2M, 19 participants).
Which 401(k) plans cover a similar participant headcount to James Y Lee Dds PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Presnell Gage Employees Retirement Plan in ID (32 participants, $9M 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 204091631.

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.