Profit Sharing · DOL Form 5500 · 2023

Jae Y. Lim, M.D., P.C. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
33rd
Percentile by assets National rank
$508,377
Avg per participant High balance/head
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Official DOL plan name: Jae Y. Lim, M.D., P.C., Profit Sharing Plan · Sponsored by Jae Y. Lim, M.D., P.C. · Virginia · Healthcare & Social Assistance

$3M in assets, 5 participants

Jae Y. Lim, M.D., P.C.'s Jae Y. Lim, M.D., P.C., Profit Sharing Plan reported $3M in total assets and 5 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.

  • #5,874 in Healthcare & Social Assistance (17,684 peers)

Jae Y. Lim, M.D., P.C. multi-year trail

Jae Y. Lim, M.D., P.C.'s plans moved +41.4% in assets from 2022 to 2023; this filing shows Jae Y. Lim, M.D., P.C., Profit Sharing Plan at $3M / 5 participants.

#5,874
in Healthcare & Social Assistance (17,684 peers)
+41.4%
assets growth YoY

Jae Y. Lim, M.D., P.C., Profit Sharing Plan among the smaller filed plans by assets

Jae Y. Lim, M.D., P.C., Profit Sharing Plan vs every filed plan by assets

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

$2,541,887 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

Jae Y. Lim, M.D., P.C., 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. Jae Y. Lim, M.D., P.C., Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jae Y. Lim, M.D., P.C., Profit Sharing Plan reported net income rose from -$729K in the plan year 2022 filing to $744K in the plan year 2023 filing.
  • Jae Y. Lim, M.D., P.C., Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 205468141 · Jae Y. Lim, M.D., P.C. PY 2023 · Profit Sharing

Jae Y. Lim, M.D., P.C., Profit Sharing Plan · $3M · 5 · 33rd

  • 5500 $3M
  • 5500 5
  • 5500 33rd
  • 5500 Profit Sharing
  • 5500 near Elmer Dean Martin III, a Professional Corporation
  • 5500 ind #5874

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 Virginia →

Jae Y. Lim, M.D., P.C., Profit Sharing Plan in the asset neighbourhood

Jae Y. Lim, M.D., P.C., Profit Sharing PlanJae Y. Lim, M.D., P.C., Prof…$3MElmer Dean Martin III, a Professional CorporationElmer Dean Martin III, a Pro…$3MMayborn Enterprises Thrift Incentive Plan and TrustMayborn Enterprises Thrift I…$3MThe Kaufman Law Group Profit Sharing PlanThe Kaufman Law Group Profit…$3MPerfetto Vita, Inc. Retirement PlanPerfetto Vita, Inc. Retireme…$3M
End-of-year total assets ($M) among Jae Y. Lim, M.D., P.C., Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jae Y. Lim, M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Jae Y. Lim, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.41290119071396% vs 2022
2023 filing year
$1.5M$2M$2.5M$3M 20222023 $1.8M $2.54M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $3M

Jae Y. Lim, M.D., P.C. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$744K
Employer EIN205468141
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Jae Y. Lim, M.D., P.C., Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Jae Y. Lim, M.D., P.C., Profit Sharing Plan, Total assets ($B): 0.002541887 · Participants: 5Jae Y. Lim, M.D., P.C., Profit Sharing PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Jae Y. Lim, M.D., P.C., Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Jae Y. Lim, M.D., P.C., Profit Sharing Plan side-by-side with 3 peers →

Jae Y. Lim, M.D., P.C., Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Elmer Dean Martin III, a Professional Corporation in CA ($3M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Jae Y. Lim, M.D., P.C., Profit Sharing Plan assets move in 2023? ▼
Jae Y. Lim, M.D., P.C., Profit Sharing Plan surged - up 41.4% during 2023, from $2M to $3M. Reported net income was $744K.
How have Jae Y. Lim, M.D., P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jae Y. Lim, M.D., P.C.'s sponsor-wide assets grew 41.4%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Jae Y. Lim, M.D., P.C., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Elmer Dean Martin III, a Professional Corporation in CA ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jae Y. Lim, M.D., P.C., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 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 205468141.

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.