Profit Sharing · DOL Form 5500 · 2024
Wei-Chun Lee D.D.S., P.C. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $408,089
- Avg per participant High balance/head
Official DOL plan name: Wei-Chun Lee D.D.S., P.C. Profit Sharing Plan · Sponsored by Wei-Chun Lee D.D.S., P.C. · Illinois · Healthcare & Social Assistance
$2M in assets, 5 participants
Wei-Chun Lee D.D.S., P.C.'s Wei-Chun Lee D.D.S., P.C. Profit Sharing Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #4,718 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Wei-Chun Lee D.D.S., P.C. Profit Sharing Plan grew sharply 18.3% in 2024 ($2M → $2M) for 5 participants.
- #4,718
- in Healthcare & Social Assistance (16,916 peers)
- +18.3%
- assets growth YoY
Wei-Chun Lee D.D.S., P.C. Profit Sharing Plan among the smaller filed plans by assets
Wei-Chun Lee D.D.S., P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,040,444 30th percentile higher than 30% 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
Wei-Chun Lee D.D.S., P.C. 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. Wei-Chun Lee D.D.S., P.C. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 363003528 · Wei-Chun Lee D.D.S., P.C. PY 2024 · Profit Sharing
Wei-Chun Lee D.D.S., P.C. Profit Sharing Plan · $2M · 5 · 30th
- PART $2M
- PART 5
- PART 30th
- PART Profit Sharing
- PART near Ruggle, LLC 401(k)
- PART ind #4718
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 Illinois →
Wei-Chun Lee D.D.S., P.C. Profit Sharing Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $316K |
| Employer EIN | 363003528 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.4B · 16,059
Wei-Chun Lee D.D.S., P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Ruggle, LLC 401(k) in CO ($2M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). 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 (5 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.