Profit Sharing · DOL Form 5500 · 2024
W. Luke Huang, M.D., Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $2.6M
- Avg per participant High balance/head
Official DOL plan name: W. Luke Huang, M.D., Inc. Retirement Plan · Sponsored by W. Luke Huang, M.D., Inc. · California · Healthcare & Social Assistance
$3M in assets, 1 participants
W. Luke Huang, M.D., Inc.'s W. Luke Huang, M.D., Inc. Retirement Plan reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,344 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
W. Luke Huang, M.D., Inc. Retirement Plan grew at a solid clip 9.4% in 2024 ($2M → $3M) for 1 participant.
- #5,344
- in Healthcare & Social Assistance (16,916 peers)
- +9.4%
- assets growth YoY
W. Luke Huang, M.D., Inc. Retirement Plan among the smaller filed plans by assets
W. Luke Huang, M.D., Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,583,985 32nd percentile higher than 32% 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
W. Luke Huang, M.D., Inc. Retirement 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. W. Luke Huang, M.D., Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- W. Luke Huang, M.D., Inc. Retirement Plan reported net income rose from -$81K in the plan year 2023 filing to $223K in the plan year 2024 filing.
- W. Luke Huang, M.D., Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 953449832 · W. Luke Huang, M.D., Inc. PY 2024 · Profit Sharing
W. Luke Huang, M.D., Inc. Retirement Plan · $3M · 1 · 32nd
- IND $3M
- IND 1
- IND 32nd
- IND Profit Sharing
- IND near Moraes Incorporated Profit Sharing Plan
- IND ind #5344
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 →
W. Luke Huang, M.D., Inc. Retirement Plan in the asset neighbourhood
W. Luke Huang, M.D., Inc. years around the 2024 move
Sponsor-wide plan assets over time
All W. Luke Huang, M.D., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 5.827812562456793% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $3M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $223K |
| Employer EIN | 953449832 |
| Plan Effective Date | 2002-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
W. Luke Huang, M.D., Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Moraes Incorporated Profit Sharing Plan in MO ($3M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M 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.