Profit Sharing · DOL Form 5500 · 2024

Wai S. Lee, M.D. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1
Participants Small participant base
43rd
Percentile by assets National rank
$5.3M
Avg per participant High balance/head
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Official DOL plan name: Wai S. Lee, M.D. Profit Sharing Plan · Sponsored by Wai S. Lee, M.D. · California · Healthcare & Social Assistance

$5M in assets, 1 participants

Wai S. Lee, M.D.'s Wai S. Lee, M.D. Profit Sharing Plan reported $5M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #7,812 in Healthcare & Social Assistance (16,916 peers)

Wai S. Lee, M.D. multi-year trail

Wai S. Lee, M.D.'s plans moved +68.6% in assets from 2022 to 2024; this filing shows Wai S. Lee, M.D. Profit Sharing Plan at $5M / 1 participant.

#7,812
in Healthcare & Social Assistance (16,916 peers)
+20.0%
assets growth YoY

Wai S. Lee, M.D. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wai S. Lee, M.D. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,256,537 43rd percentile higher than 43% 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

Wai S. Lee, M.D. 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. Wai S. Lee, M.D. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wai S. Lee, M.D. Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $876K in the plan year 2024 filing.
  • Wai S. Lee, M.D. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 770150030 · Wai S. Lee, M.D. PY 2024 · Profit Sharing

Wai S. Lee, M.D. Profit Sharing Plan · $5M · 1 · 43rd

  • EIN $5M
  • RANK 1
  • PHOTO 43rd
  • IND Profit Sharing
  • EOY near Park Steel & Iron Company Employees Profit Sharing Plan
  • 5500 ind #7812

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 →

Wai S. Lee, M.D. Profit Sharing Plan in the asset neighbourhood

Wai S. Lee, M.D. Profit Sharing PlanWai S. Lee, M.D. Profit Shar…$5MPark Steel & Iron Company Employees Profit Sharing PlanPark Steel & Iron Company Em…$5MJ M Egloff Profit Sharing PlanJ M Egloff Profit Sharing Pl…$5MDefined Contribution Pension Plan for Employees of Jewish Association for Residential Care (Jarc)Defined Contribution Pension…$5MFrank Gargiulo & Son Profit Sharing PlanFrank Gargiulo & Son Profit …$5M
End-of-year total assets ($M) among Wai S. Lee, M.D. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Wai S. Lee, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Wai S. Lee, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 68.60898963622542% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.12M $5.26M ▲ +68.6%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $4M
2024 1 1 $5M

Wai S. Lee, M.D. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$876K
Employer EIN770150030
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wai S. Lee, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Wai S. Lee, M.D. Profit Sharing Plan, Total assets ($B): 0.005256537 · Participants: 1Wai S. Lee, M.D. Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Wai S. Lee, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Wai S. Lee, M.D. Profit Sharing Plan side-by-side with 3 peers →

Wai S. Lee, M.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Park Steel & Iron Company Employees Profit Sharing Plan in NJ ($5M); 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.

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.

Frequently Asked Questions

How did Wai S. Lee, M.D. Profit Sharing Plan assets move in 2024? ▼
Wai S. Lee, M.D. Profit Sharing Plan grew sharply - up 20.0% during 2024, from $4M to $5M. Reported net income was $876K.
How have Wai S. Lee, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wai S. Lee, M.D.'s sponsor-wide assets grew 68.6%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Wai S. Lee, M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Park Steel & Iron Company Employees Profit Sharing Plan in NJ ($5M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Wai S. Lee, M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 770150030.

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.