401(k) · DOL Form 5500 · 2024

Hon Yu, M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$710,983
Avg per participant High balance/head
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Official DOL plan name: Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan · Sponsored by Hon Yu, M.D., Inc. · California · Healthcare & Social Assistance

$1M in assets, 2 participants

Hon Yu, M.D., Inc.'s Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,849 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan holds $1M for 2 participants - about $710,983 per participant, in the lower half of filed plans by assets.

#3,849
in Healthcare & Social Assistance (16,916 peers)
-0.5%
assets change YoY

The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Hon Yu, 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

$1,421,965 26th percentile higher than 26% 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

Hon Yu, 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. Hon Yu, M.D., Inc. 401(k) 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

  • Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan reported net income fell from -$3K in the plan year 2023 filing to -$6K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 953700129 · Hon Yu, M.D., Inc. PY 2024 · 401(k)

Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan · $1M · 2 · 26th

  • EOY $1M
  • 5500 2
  • ASSETS 26th
  • PCT 401(k)
  • EIN near US Retail, Inc. 401(k) Plan
  • RANK ind #3849

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 →

Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Hon Yu, M.D., Inc. 401(k) Profit Sharing PlanHon Yu, M.D., Inc. 401(k) Pr…$1MUS Retail, Inc. 401(k) Plan$1MNoel D. Tallon, Cpa, PC Safe Harbor 401(k) PlanNoel D. Tallon, Cpa, PC Safe…$1MMilwaukee Anesthesiology Consultants, Ltd 401(k) Profit Sharing PlanMilwaukee Anesthesiology Con…$1MSusan a. Cascino, Dds, P.C. 401(k) Plan & TrustSusan a. Cascino, Dds, P.C. …$1M
End-of-year total assets ($M) among Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$6K
Employer EIN953700129
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hon Yu, M.D., Inc.)

Sponsor-wide plan assets over time

All Hon Yu, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0.6320710547096108% vs 2022
2024 filing year
$1.42M$1.42M$1.43M$1.43M$1.44M 202220232024 $1.43M $1.42M ▼ -0.7%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby 401(k) Plans in California

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

Hon Yu, 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 ($B) Participants Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001421965 · Participants: 2Hon Yu, 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
Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hon Yu, 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 US Retail, Inc. 401(k) Plan in MI ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan held essentially flat - down 0.5% during 2024, from $1M to $1M. Reported net income was -$6K.
How have Hon Yu, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hon Yu, M.D., Inc.'s sponsor-wide assets declined 0.6%, from $1M to $1M.
Which 401(k) plans are similar in size to Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is US Retail, Inc. 401(k) Plan in MI ($1M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Hon Yu, M.D., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 953700129.

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.