Profit Sharing · DOL Form 5500 · 2024

John K. Lee, Dds Profit Sharing Plan

Data updated 2026-08-25

$979K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$489,537
Avg per participant High balance/head
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Official DOL plan name: John K. Lee, Dds Profit Sharing Plan · Sponsored by John K. Lee, Dds · California · Healthcare & Social Assistance

$979K in assets, 2 participants

John K. Lee, Dds's John K. Lee, Dds Profit Sharing Plan reported $979K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,187 in Healthcare & Social Assistance (16,916 peers)

John K. Lee, Dds multi-year trail

John K. Lee, Dds's plans moved +33.6% in assets from 2022 to 2024; this filing shows John K. Lee, Dds Profit Sharing Plan at $979K / 2 participants.

#3,187
in Healthcare & Social Assistance (16,916 peers)
+13.3%
assets growth YoY

John K. Lee, Dds Profit Sharing Plan among the smaller filed plans by assets

John K. Lee, Dds Profit Sharing Plan vs every filed plan by assets

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

$979,073 23rd percentile higher than 23% 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

John K. Lee, Dds 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. John K. Lee, Dds Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • John K. Lee, Dds Profit Sharing Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • John K. Lee, Dds Profit Sharing Plan end-of-year assets rose from $864K in the plan year 2023 filing to $979K in the plan year 2024 filing.
  • John K. Lee, Dds Profit Sharing Plan reported net income fell from $131K in the plan year 2023 filing to $115K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 770172241 · John K. Lee, Dds PY 2024 · Profit Sharing

John K. Lee, Dds Profit Sharing Plan · $979K · 2 · 23rd

  • 5500 $979K
  • ASSETS 2
  • PCT 23rd
  • EIN Profit Sharing
  • RANK near Humston Enterprises Inc. Retirement Plan
  • PHOTO ind #3187

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 →

John K. Lee, Dds Profit Sharing Plan in the asset neighbourhood

John K. Lee, Dds Profit Sharing PlanJohn K. Lee, Dds Profit Shar…$979KHumston Enterprises Inc. Retirement PlanHumston Enterprises Inc. Ret…$979KMavagi Enterprises Retirement PlanMavagi Enterprises Retiremen…$979KGoddard Crandall Shepardson Funeral Home Inc Profit Sharing PlanGoddard Crandall Shepardson …$978KBay Area Endodontics, LLC Profit Sharing PlanBay Area Endodontics, LLC Pr…$978K
End-of-year total assets ($M) among John K. Lee, Dds Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

John K. Lee, Dds multi-year asset trail

Sponsor-wide plan assets over time

All John K. Lee, Dds plans reported in each filing year

Latest sponsor-wide plan assets
$1M 33.59021618525892% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $0.98M $1.3M ▲ +32.7%
Year Plans Participants Total Assets
2022 2 6 $976K
2023 2 5 $1M
2024 2 4 $1M

John K. Lee, Dds filing trail (2024)

Total Assets (Beginning of Year)$864K
Net Assets (End of Year)$979K
Net Income$115K
Employer EIN770172241
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

John K. Lee, Dds Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants John K. Lee, Dds Profit Sharing Plan, Total assets ($B): 0.000979073 · Participants: 2John K. Lee, Dds 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
John K. Lee, Dds Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare John K. Lee, Dds Profit Sharing Plan side-by-side with 3 peers →

John K. Lee, Dds Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Humston Enterprises Inc. Retirement Plan in IA ($979K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 John K. Lee, Dds Profit Sharing Plan assets move in 2024? ▼
John K. Lee, Dds Profit Sharing Plan grew at a solid clip - up 13.3% during 2024, from $864K to $979K. Reported net income was $115K.
How have John K. Lee, Dds plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John K. Lee, Dds's sponsor-wide assets grew 33.6%, from $976K to $1M.
Where does John K. Lee, Dds Profit Sharing Plan rank by assets among Form 5500 filers? ▼
John K. Lee, Dds Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to John K. Lee, Dds Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Humston Enterprises Inc. Retirement Plan in IA ($979K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to John K. Lee, Dds Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 770172241.

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.