401(k) · DOL Form 5500 · 2022

Cherry Optical, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
169
Participants Small participant base
62nd
Percentile by assets National rank
$50,168
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cherry Optical Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Cherry Optical, Inc. · Wisconsin · Professional & Technical Services

$8M in assets, 169 participants

Cherry Optical, Inc.'s Cherry Optical Inc 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,911 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

Cherry Optical Inc 401(k) Profit Sharing Plan & Trust covers 169 participants in Wisconsin, about 30% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#12,911
in Professional & Technical Services (21,562 peers)
-3.3%
assets change YoY

The plan reported a net loss of $286K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cherry Optical Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Cherry Optical Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,478,390 Top 38% higher than 62% of 139,123 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 2022

Cherry Optical Inc 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cherry Optical Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (169 participants).

DOL schedule card

Filing strip 391951550 · Cherry Optical, Inc. PY 2022 · 401(k)

Cherry Optical Inc 401(k) Profit Sharing Plan & Trust · $8M · 169 · 62nd

  • EIN $8M
  • RANK 169
  • PHOTO 62nd
  • IND 401(k)
  • EOY near David Allen Company, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #12911

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Cherry Optical Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Cherry Optical Inc 401(k) Profit Sharing Plan & TrustCherry Optical Inc 401(k) Pr…$8MDavid Allen Company, Inc. 401(k) Profit Sharing PlanDavid Allen Company, Inc. 40…$8MScarlet Pearl Casino Resort 401(k) PlanScarlet Pearl Casino Resort …$8MManassero Insurance Agency, Inc. Employees Profit Sharing PlanManassero Insurance Agency, …$8MAero Energy Retirement and Profit Sharing PlanAero Energy Retirement and P…$8M
End-of-year total assets ($M) among Cherry Optical Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$286K
Employer EIN391951550
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cherry Optical, Inc.)

Sponsor-wide plan assets over time

All Cherry Optical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 86.02165033691537% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.48M $15.8M ▲ +86.0%
Year Plans Participants Total Assets
2022 1 169 $8M
2023 1 219 $12M
2024 1 231 $16M

Nearby 401(k) Plans in Wisconsin

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

Cherry Optical Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Cherry Optical Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00847839 · Participants: 169Cherry Optical Inc 401(k) Profit Sharing Plan & TrustJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Cherry Optical Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Cherry Optical Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is David Allen Company, Inc. 401(k) Profit Sharing Plan in NC ($8M); by covered participants it is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cherry Optical Inc 401(k) Profit Sharing Plan & Trust assets move in 2022?
Cherry Optical Inc 401(k) Profit Sharing Plan & Trust edged down modestly - down 3.3% during 2022, from $9M to $8M. Reported net income was -$286K.
How have Cherry Optical, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cherry Optical, Inc.'s sponsor-wide assets grew 86.0%, from $8M to $16M.
Which 401(k) plans are similar in size to Cherry Optical Inc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is David Allen Company, Inc. 401(k) Profit Sharing Plan in NC ($8M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Cherry Optical Inc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants, N/A in assets).