401(k) · DOL Form 5500 · 2024

C. George Lai, M.D., Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
7
Participants Small participant base
60th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan · Sponsored by C. George Lai, M.D., Inc. · California · Healthcare & Social Assistance

$12M in assets, 7 participants

C. George Lai, M.D., Inc.'s C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,029 in Healthcare & Social Assistance (16,916 peers)

C. George Lai, M.D., Inc. multi-year trail

C. George Lai, M.D., Inc.'s plans moved +32.5% in assets from 2022 to 2024; this filing shows C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan at $12M / 7 participants.

#11,029
in Healthcare & Social Assistance (16,916 peers)
+13.3%
assets growth YoY

C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

C. George Lai, 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

$12,120,288 Top 40% higher than 60% 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

C. George Lai, 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. C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan reported participants fell from 11 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954485549 · C. George Lai, M.D., Inc. PY 2024 · 401(k)

C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan · $12M · 7 · 60th

  • EBSA $12M
  • EBSA 7
  • EBSA 60th
  • EBSA 401(k)
  • EBSA near Bedford Reinforced Plastics, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #11029

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 →

C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

C. George Lai, M.D., Inc. 401(k) Profit Sharing PlanC. George Lai, M.D., Inc. 40…$12MBedford Reinforced Plastics, Inc. 401(k) Profit Sharing PlanBedford Reinforced Plastics,…$12MKaci Retirement Savings Plan$12MFetch, Inc. 401(k) Plan$12MHall Maines Lugrin, P.C. Profit Sharing PlanHall Maines Lugrin, P.C. Pro…$12M
End-of-year total assets ($M) among C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

C. George Lai, M.D., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All C. George Lai, M.D., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 32.45082961753109% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.15M $12.1M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 11 $9M
2023 1 11 $11M
2024 1 7 $12M

C. George Lai, M.D., Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN954485549
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

C. George Lai, 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 ($B) Participants C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012120288 · Participants: 7C. George Lai, 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
C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

C. George Lai, 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 Bedford Reinforced Plastics, Inc. 401(k) Profit Sharing Plan in PA ($12M); by covered participants it is Cz14, Inc. 401(k) Plan in DE (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.3% during 2024, from $11M to $12M. Reported net income was $1M.
How have C. George Lai, M.D., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C. George Lai, M.D., Inc.'s sponsor-wide assets grew 32.5%, from $9M to $12M.
Which 401(k) plans are similar in size to C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bedford Reinforced Plastics, Inc. 401(k) Profit Sharing Plan in PA ($12M, 188 participants).
Which 401(k) plans cover a similar participant headcount to C. George Lai, M.D., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cz14, Inc. 401(k) Plan in DE (7 participants, $380K 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 954485549.

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.