Profit Sharing · DOL Form 5500 · 2024

Jeffrey Y Wong Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
33rd
Percentile by assets National rank
$924,117
Avg per participant High balance/head
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Official DOL plan name: Jeffrey Y Wong Dds Msd Profit Sharing Plan · Sponsored by Jeffrey Y Wong · California · Healthcare & Social Assistance

$3M in assets, 3 participants

Jeffrey Y Wong's Jeffrey Y Wong Dds Msd Profit Sharing Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,568 in Healthcare & Social Assistance (16,916 peers)

Jeffrey Y Wong multi-year trail

Jeffrey Y Wong's plans moved +26.8% in assets from 2023 to 2024; this filing shows Jeffrey Y Wong Dds Msd Profit Sharing Plan at $3M / 3 participants.

#5,568
in Healthcare & Social Assistance (16,916 peers)
+26.8%
assets growth YoY

Jeffrey Y Wong Dds Msd Profit Sharing Plan among the smaller filed plans by assets

Jeffrey Y Wong Dds Msd Profit Sharing Plan vs every filed plan by assets

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

$2,772,350 33rd percentile higher than 33% 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

Jeffrey Y Wong Dds Msd 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. Jeffrey Y Wong Dds Msd Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jeffrey Y Wong Dds Msd Profit Sharing Plan reported net income rose from $425K in the plan year 2023 filing to $586K in the plan year 2024 filing.
  • Jeffrey Y Wong Dds Msd Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 943106786 · Jeffrey Y Wong PY 2024 · Profit Sharing

Jeffrey Y Wong Dds Msd Profit Sharing Plan · $3M · 3 · 33rd

  • EOY $3M
  • 5500 3
  • ASSETS 33rd
  • PCT Profit Sharing
  • EIN near Henderson Federal Savings Bank Profit Sharing Plan
  • RANK ind #5568

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 →

Jeffrey Y Wong Dds Msd Profit Sharing Plan in the asset neighbourhood

Eye Care Center of Lake County, Ltd. Profit Sharing Plan and TrustEye Care Center of Lake Coun…$3MJeffrey Y Wong Dds Msd Profit Sharing PlanJeffrey Y Wong Dds Msd Profi…$3MHenderson Federal Savings Bank Profit Sharing PlanHenderson Federal Savings Ba…$3MJose Roberto Fumero-Perez Retirement PlanJose Roberto Fumero-Perez Re…$3MRoger Blackwelder Self Employed Profit Sharing PlanRoger Blackwelder Self Emplo…$3M
End-of-year total assets ($M) among Jeffrey Y Wong Dds Msd Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jeffrey Y Wong multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey Y Wong plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.82638735446199% vs 2023
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 20232024 $2.19M $2.77M ▲ +26.5%
Year Plans Participants Total Assets
2023 1 3 $2M
2024 1 3 $3M

Jeffrey Y Wong filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$586K
Employer EIN943106786
Plan Effective Date1993-12-29
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Jeffrey Y Wong Dds Msd Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Jeffrey Y Wong Dds Msd Profit Sharing Plan, Total assets ($B): 0.00277235 · Participants: 3Jeffrey Y Wong Dds Msd 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
Jeffrey Y Wong Dds Msd Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Jeffrey Y Wong Dds Msd Profit Sharing Plan side-by-side with 3 peers →

Jeffrey Y Wong Dds Msd Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Henderson Federal Savings Bank Profit Sharing Plan in TX ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jeffrey Y Wong Dds Msd Profit Sharing Plan assets move in 2024? ▼
Jeffrey Y Wong Dds Msd Profit Sharing Plan grew sharply - up 26.8% during 2024, from $2M to $3M. Reported net income was $586K.
How have Jeffrey Y Wong plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Jeffrey Y Wong's sponsor-wide assets grew 26.8%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Jeffrey Y Wong Dds Msd Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Henderson Federal Savings Bank Profit Sharing Plan in TX ($3M, 18 participants).
Which Profit Sharing plans cover a similar participant headcount to Jeffrey Y Wong Dds Msd Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 943106786.

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.