Profit Sharing · DOL Form 5500 · 2024

Kevin W. Louie, Md, a Professional Corporation Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
41st
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kevin W. Louie, Md, Inc. Profit Sharing Plan · Sponsored by Kevin W. Louie, Md, a Professional Corporation · California · Healthcare & Social Assistance

$5M in assets, 2 participants

Kevin W. Louie, Md, a Professional Corporation's Kevin W. Louie, Md, Inc. Profit Sharing Plan reported $5M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,328 in Healthcare & Social Assistance (16,916 peers)

Kevin W. Louie, Md, a Professional Corporation multi-year trail

Kevin W. Louie, Md, a Professional Corporation's plans moved +20.8% in assets from 2022 to 2024; this filing shows Kevin W. Louie, Md, Inc. Profit Sharing Plan at $5M / 2 participants.

#7,328
in Healthcare & Social Assistance (16,916 peers)
+7.7%
assets growth YoY

Kevin W. Louie, Md, Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kevin W. Louie, Md, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,660,232 41st percentile higher than 41% of 123,620 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 2024

Kevin W. Louie, Md, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kevin W. Louie, Md, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kevin W. Louie, Md, Inc. Profit Sharing Plan reported net income fell from $471K in the plan year 2023 filing to $332K in the plan year 2024 filing.
  • Kevin W. Louie, Md, Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 943342352 · Kevin W. Louie, Md, a Professional Corporation PY 2024 · Profit Sharing

Kevin W. Louie, Md, Inc. Profit Sharing Plan · $5M · 2 · 41st

  • VS-ST $5M
  • VS-ST 2
  • VS-ST 41st
  • VS-ST Profit Sharing
  • VS-ST near Dearborn Ob & Gyn Assoc PC Employees Profit Sharing Plan
  • VS-ST ind #7328

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 →

Kevin W. Louie, Md, Inc. Profit Sharing Plan in the asset neighbourhood

Bluestone Health Association, Inc. 403(b) PlanBluestone Health Association…$5MTwin Disc, Incorporated Retirement Savings Plan for Salaried EmployeesTwin Disc, Incorporated Reti…$5MKevin W. Louie, Md, Inc. Profit Sharing PlanKevin W. Louie, Md, Inc. Pro…$5MDearborn Ob & Gyn Assoc PC Employees Profit Sharing PlanDearborn Ob & Gyn Assoc PC E…$5ML. I. Center for Independent Living 403(b) PlanL. I. Center for Independent…$5M
End-of-year total assets ($M) among Kevin W. Louie, Md, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Kevin W. Louie, Md, a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Kevin W. Louie, Md, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 20.825774536328247% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.86M $4.66M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $4M
2024 1 2 $5M

Kevin W. Louie, Md, a Professional Corporation filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$332K
Employer EIN943342352
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Kevin W. Louie, Md, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Kevin W. Louie, Md, Inc. Profit Sharing Plan, Total assets ($B): 0.004660232 · Participants: 2Kevin W. Louie, Md, Inc. Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Kevin W. Louie, Md, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Kevin W. Louie, Md, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Dearborn Ob & Gyn Assoc PC Employees Profit Sharing Plan in MI ($5M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kevin W. Louie, Md, Inc. Profit Sharing Plan assets move in 2024?
Kevin W. Louie, Md, Inc. Profit Sharing Plan grew at a solid clip - up 7.7% during 2024, from $4M to $5M. Reported net income was $332K.
How have Kevin W. Louie, Md, a Professional Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Kevin W. Louie, Md, a Professional Corporation's sponsor-wide assets grew 20.8%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Kevin W. Louie, Md, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Dearborn Ob & Gyn Assoc PC Employees Profit Sharing Plan in MI ($5M, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to Kevin W. Louie, Md, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).