Profit Sharing · DOL Form 5500 · 2023
W. Luke Huang, M.D., Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $2.4M
- Avg per participant High balance/head
Official DOL plan name: W. Luke Huang, M.D., Inc. Retirement Plan · Sponsored by W. Luke Huang, M.D., Inc. · California · Healthcare & Social Assistance
$2M in assets, 1 participants
W. Luke Huang, M.D., Inc.'s W. Luke Huang, M.D., Inc. Retirement Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,661 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
W. Luke Huang, M.D., Inc. Retirement Plan holds $2M for 1 participant - about $2.4M per participant, in the lower half of filed plans by assets.
- #5,661
- in Healthcare & Social Assistance (17,684 peers)
- -3.3%
- assets change YoY
The plan reported a net loss of $81K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
W. Luke Huang, M.D., Inc. Retirement Plan among the smaller filed plans by assets
W. Luke Huang, M.D., Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,360,937 32nd percentile higher than 32% 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
W. Luke Huang, M.D., Inc. Retirement 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. W. Luke Huang, M.D., Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- W. Luke Huang, M.D., Inc. Retirement Plan reported net income fell from -$46K in the plan year 2022 filing to -$81K in the plan year 2023 filing.
- W. Luke Huang, M.D., Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 953449832 · W. Luke Huang, M.D., Inc. PY 2023 · Profit Sharing
W. Luke Huang, M.D., Inc. Retirement Plan · $2M · 1 · 32nd
- ASSETS $2M
- PCT 1
- EIN 32nd
- RANK Profit Sharing
- PHOTO near A & G Pharmaceuticals Inc Profit Sharing Plan
- IND ind #5661
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 →
W. Luke Huang, M.D., Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$81K |
| Employer EIN | 953449832 |
| Plan Effective Date | 2002-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (W. Luke Huang, M.D., Inc.)
Sponsor-wide plan assets over time
All W. Luke Huang, M.D., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 5.827812562456793% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $3M |
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
W. Luke Huang, M.D., Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is A & G Pharmaceuticals Inc Profit Sharing Plan in NJ ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). 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 (1 participant); 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.