Profit Sharing · DOL Form 5500 · 2023
Galen Y. Leung Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $361,776
- Avg per participant High balance/head
Official DOL plan name: Galen Y. Leung Keogh Plan Profit Sharing Plan · Sponsored by Galen Y. Leung · California · Professional & Technical Services
$1M in assets, 3 participants
Galen Y. Leung's Galen Y. Leung Keogh Plan Profit Sharing Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,987 in Professional & Technical Services (20,321 peers)
Galen Y. Leung multi-year trail
Galen Y. Leung's plans moved +62.9% in assets from 2022 to 2024; this filing shows Galen Y. Leung Keogh Plan Profit Sharing Plan at $1M / 3 participants.
- #3,987
- in Professional & Technical Services (20,321 peers)
- +23.7%
- assets growth YoY
Galen Y. Leung Keogh Plan Profit Sharing Plan among the smaller filed plans by assets
Galen Y. Leung Keogh Plan Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,085,327 24th percentile higher than 24% 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
Galen Y. Leung Keogh Plan 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. Galen Y. Leung Keogh Plan 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
- Galen Y. Leung Keogh Plan Profit Sharing Plan reported net income rose from -$342K in the plan year 2022 filing to $208K in the plan year 2023 filing.
- Galen Y. Leung Keogh Plan Profit Sharing Plan end-of-year assets rose from $877K in the plan year 2022 filing to $1M in the plan year 2023 filing.
DOL schedule card
Filing strip 942833244 · Galen Y. Leung PY 2023 · Profit Sharing
Galen Y. Leung Keogh Plan Profit Sharing Plan · $1M · 3 · 24th
- 5500 $1M
- 5500 3
- 5500 24th
- 5500 Profit Sharing
- 5500 near Analytical Answers, Inc. Investment and Retirement Plan
- 5500 ind #3987
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 Professional & Technical Services retirement plans → · Plans in California →
Galen Y. Leung Keogh Plan Profit Sharing Plan in the asset neighbourhood
Galen Y. Leung multi-year asset trail
Sponsor-wide plan assets over time
All Galen Y. Leung plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 62.93516066243339% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $877K |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 2 | $1M |
Galen Y. Leung filing trail (2023)
| Total Assets (Beginning of Year) | $877K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $208K |
| Employer EIN | 942833244 |
| Plan Effective Date | 1984-12-31 |
| 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
Galen Y. Leung Keogh Plan Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Analytical Answers, Inc. Investment and Retirement Plan in MA ($1M); 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 ($1M 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.