Profit Sharing · DOL Form 5500 · 2023
Jeffrey Y Wong Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $728,647
- Avg per participant High balance/head
Official DOL plan name: Jeffrey Y Wong Dds Msd Profit Sharing Plan · Sponsored by Jeffrey Y Wong · California · Healthcare & Social Assistance
$2M in assets, 3 participants
Jeffrey Y Wong's Jeffrey Y Wong Dds Msd Profit Sharing Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #5,408 in Healthcare & Social Assistance (17,684 peers)
Jeffrey Y Wong multi-year trail
Jeffrey Y Wong's plans moved +26.8% in assets from 2023 to 2024; this filing shows Jeffrey Y Wong Dds Msd Profit Sharing Plan at $2M / 3 participants.
- #5,408
- in Healthcare & Social Assistance (17,684 peers)
- +24.1%
- assets growth YoY
Jeffrey Y Wong Dds Msd Profit Sharing Plan among the smaller filed plans by assets
Jeffrey Y Wong Dds Msd Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,185,941 31st percentile higher than 31% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Jeffrey Y Wong Dds Msd 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. Jeffrey Y Wong Dds Msd Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 943106786 · Jeffrey Y Wong PY 2023 · Profit Sharing
Jeffrey Y Wong Dds Msd Profit Sharing Plan · $2M · 3 · 31st
- SCH $2M
- EBSA 3
- PART 31st
- TYPE Profit Sharing
- NET near James D Mcfarland Co Inc 401(k) Plan
- BOOK ind #5408
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 →
Jeffrey Y Wong Dds Msd Profit Sharing Plan in the asset neighbourhood
Jeffrey Y Wong multi-year asset trail
Sponsor-wide plan assets over time
All Jeffrey Y Wong plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 26.82638735446199% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $3M |
Jeffrey Y Wong filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $425K |
| Employer EIN | 943106786 |
| Plan Effective Date | 1993-12-29 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Jeffrey Y Wong Dds Msd Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is James D Mcfarland Co Inc 401(k) Plan in PA ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.