401(k) · DOL Form 5500 · 2024
Michael Wu M D Inc 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $2.0M
- Avg per participant High balance/head
Official DOL plan name: Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Michael Wu M D Inc · California · Healthcare & Social Assistance
$2M in assets, 1 participants
Michael Wu M D Inc's Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #4,638 in Healthcare & Social Assistance (16,916 peers)
Michael Wu M D Inc multi-year trail
Michael Wu M D Inc's plans moved +53.7% in assets from 2022 to 2024; this filing shows Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust at $2M / 1 participant.
- #4,638
- in Healthcare & Social Assistance (16,916 peers)
- +17.0%
- assets growth YoY
Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,979,813 29th percentile higher than 29% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $405K in the plan year 2023 filing to $287K in the plan year 2024 filing.
- Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 205662407 · Michael Wu M D Inc PY 2024 · 401(k)
Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust · $2M · 1 · 29th
- TYPE $2M
- TYPE 1
- TYPE 29th
- TYPE 401(k)
- TYPE near Hathaway Solutions LLC, 401(k) Plan
- TYPE ind #4638
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 →
Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Michael Wu M D Inc multi-year asset trail
Sponsor-wide plan assets over time
All Michael Wu M D Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 53.70646124989131% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
Michael Wu M D Inc filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $287K |
| Employer EIN | 205662407 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Michael Wu M D Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Hathaway Solutions LLC, 401(k) Plan in VA ($2M); by covered participants it is Concorde Support & Development, Inc. 401(k) 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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.