401(k) · DOL Form 5500 · 2024
James Y Lee Dds PC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $80,957
- Avg per participant Below avg balance/head
Official DOL plan name: James Y Lee Dds PC 401(k) Profit Sharing Plan · Sponsored by James Y Lee Dds PC · Oregon · Healthcare & Social Assistance
$3M in assets, 33 participants
James Y Lee Dds PC's James Y Lee Dds PC 401(k) Profit Sharing Plan reported $3M in total assets and 33 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.
- #5,452 in Healthcare & Social Assistance (16,916 peers)
James Y Lee Dds PC multi-year trail
James Y Lee Dds PC's plans moved +39.8% in assets from 2022 to 2024; this filing shows James Y Lee Dds PC 401(k) Profit Sharing Plan at $3M / 33 participants.
- #5,452
- in Healthcare & Social Assistance (16,916 peers)
- +11.0%
- assets growth YoY
James Y Lee Dds PC 401(k) Profit Sharing Plan among the smaller filed plans by assets
James Y Lee Dds PC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,671,591 33rd percentile higher than 33% 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
James Y Lee Dds PC 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James Y Lee Dds PC 401(k) Profit Sharing Plan is a small filing (33 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- James Y Lee Dds PC 401(k) Profit Sharing Plan reported net income fell from $495K in the plan year 2023 filing to $265K in the plan year 2024 filing.
- James Y Lee Dds PC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- James Y Lee Dds PC 401(k) Profit Sharing Plan reported participants rose from 32 in the plan year 2023 filing to 33 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 204091631 · James Y Lee Dds PC PY 2024 · 401(k)
James Y Lee Dds PC 401(k) Profit Sharing Plan · $3M · 33 · 33rd
- ASSETS $3M
- ASSETS 33
- ASSETS 33rd
- ASSETS 401(k)
- ASSETS near Logis-Tech, LLC
- ASSETS ind #5452
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 Oregon →
James Y Lee Dds PC 401(k) Profit Sharing Plan in the asset neighbourhood
James Y Lee Dds PC multi-year asset trail
Sponsor-wide plan assets over time
All James Y Lee Dds PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 39.823289061391925% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $2M |
| 2023 | 1 | 32 | $2M |
| 2024 | 1 | 33 | $3M |
James Y Lee Dds PC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $265K |
| Employer EIN | 204091631 |
| Plan Effective Date | 2007-03-10 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
James Y Lee Dds PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Logis-Tech, LLC in VA ($3M); by covered participants it is Univision De Puerto Rico Inc., Savings Plan in PR (33 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 (33 participants); asset peers above are excluded.
- Univision De Puerto Rico Inc., Savings Plan (PR) 33 · 0 off
- PLC Communications, Inc. 401(k) Plan (NC) 33 · 0 off
- B & W Title Company Group 401(k) Plan (TX) 33 · 0 off
- Main Street Advisors Retirement Plan (CA) 33 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.