Defined Benefit (Pension) · DOL Form 5500 · 2024
Leonard T. Yu, M.D., Inc. Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $871,669
- Avg per participant High balance/head
Official DOL plan name: Leonard T. Yu, M.D. Defined Benefit Pension Plan · Sponsored by Leonard T. Yu, M.D., Inc. · Hawaii · Healthcare & Social Assistance
$3M in assets, 3 participants
Leonard T. Yu, M.D., Inc.'s Leonard T. Yu, M.D. Defined Benefit Pension Plan reported $3M in total assets and 3 participants 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.
- #5,387 in Healthcare & Social Assistance (16,916 peers)
Leonard T. Yu, M.D., Inc. multi-year trail
Leonard T. Yu, M.D., Inc.'s plans moved -14.3% in assets from 2022 to 2024; this filing shows Leonard T. Yu, M.D. Defined Benefit Pension Plan at $3M / 3 participants.
- #5,387
- in Healthcare & Social Assistance (16,916 peers)
- +7.2%
- assets growth YoY
Leonard T. Yu, M.D. Defined Benefit Pension Plan among the smaller filed plans by assets
Leonard T. Yu, M.D. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,615,007 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
Leonard T. Yu, M.D. Defined Benefit Pension 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. Leonard T. Yu, M.D. Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Leonard T. Yu, M.D. Defined Benefit Pension Plan reported net income rose from -$559K in the plan year 2023 filing to $175K in the plan year 2024 filing.
- Leonard T. Yu, M.D. Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 990324699 · Leonard T. Yu, M.D., Inc. PY 2024 · Defined Benefit (Pension)
Leonard T. Yu, M.D. Defined Benefit Pension Plan · $3M · 3 · 32nd
- ASSETS $3M
- PCT 3
- EIN 32nd
- RANK Defined Benefit (Pension)
- PHOTO near National Pretzel Company, Inc. Retirement Plan for Hourly-Paid Employees
- IND ind #5387
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 Hawaii →
Leonard T. Yu, M.D. Defined Benefit Pension Plan in the asset neighbourhood
Leonard T. Yu, M.D., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Leonard T. Yu, M.D., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 14.321671733271224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8 | $5M |
| 2023 | 2 | 6 | $4M |
| 2024 | 2 | 6 | $4M |
Leonard T. Yu, M.D., Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $175K |
| Employer EIN | 990324699 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Hawaii
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries $1.9B · 2,268
- Hotel Union and Hotel Industry of Hawaii Pension Plan $763M · 7,636
- Pamcah-Ua Local 675 Pension Plan $622M · 1,532
- The Queen's Health Systems Pension Plan $468M · 4,992
- Hawaii Pacific Health Retirement Plan $430M · 5,658
Leonard T. Yu, M.D. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Hawaii, the nearest Defined Benefit (Pension) by assets is National Pretzel Company, Inc. Retirement Plan for Hourly-Paid Employees in IL ($3M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). 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 (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.