401(k) · DOL Form 5500 · 2024

David Shi-Jei Wu, M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
6
Participants Small participant base
43rd
Percentile by assets National rank
$868,339
Avg per participant High balance/head
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Official DOL plan name: David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan · Sponsored by David Shi-Jei Wu, M.D., Inc. · California · Healthcare & Social Assistance

$5M in assets, 6 participants

David Shi-Jei Wu, M.D., Inc.'s David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #7,778 in Healthcare & Social Assistance (16,916 peers)

David Shi-Jei Wu, M.D., Inc. multi-year trail

David Shi-Jei Wu, M.D., Inc.'s plans moved -41.2% in assets from 2022 to 2024; this filing shows David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan at $5M / 6 participants.

#7,778
in Healthcare & Social Assistance (16,916 peers)
+24.8%
assets growth YoY

David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,210,033 43rd percentile higher than 43% 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

David Shi-Jei Wu, M.D., Inc. 401(k) 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. David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954711303 · David Shi-Jei Wu, M.D., Inc. PY 2024 · 401(k)

David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan · $5M · 6 · 43rd

  • NET $5M
  • BOOK 6
  • VS-ST 43rd
  • BOY 401(k)
  • SCH near Mrs Bpo, LLC 401(k) Plan
  • EBSA ind #7778

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 →

David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing PlanDavid Shi-Jei Wu, M.D., Inc.…$5MMrs Bpo, LLC 401(k) Plan$5MVivid Impact Company, LLC 401(k) PlanVivid Impact Company, LLC 40…$5MLakeshore Foods Corporation Retirement SavingsLakeshore Foods Corporation …$5MFco Advisors LP Retirement PlanFco Advisors LP Retirement P…$5M
End-of-year total assets ($M) among David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

David Shi-Jei Wu, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All David Shi-Jei Wu, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 41.16502451121827% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $8.86M $5.21M ▼ -41.2%
Year Plans Participants Total Assets
2022 2 12 $9M
2023 2 12 $4M
2024 1 6 $5M

David Shi-Jei Wu, M.D., Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN954711303
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005210033 · Participants: 6David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mrs Bpo, LLC 401(k) Plan in NJ ($5M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); 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.

Frequently Asked Questions

How did David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan grew sharply - up 24.8% during 2024, from $4M to $5M. Reported net income was $1M.
How have David Shi-Jei Wu, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Shi-Jei Wu, M.D., Inc.'s sponsor-wide assets declined 41.2%, from $9M to $5M.
Which 401(k) plans are similar in size to David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mrs Bpo, LLC 401(k) Plan in NJ ($5M, 340 participants).
Which 401(k) plans cover a similar participant headcount to David Shi-Jei Wu, M.D., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954711303.

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.