401(k) · DOL Form 5500 · 2022

Charles L Heaton, Md. PA 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
165
Participants Small participant base
71st
Percentile by assets National rank
$83,890
Avg per participant Below avg balance/head
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Official DOL plan name: Heaton Eye Associates Retirement Plan · Sponsored by Charles L Heaton, Md. PA · Texas · Healthcare & Social Assistance

$14M in assets, 165 participants

Charles L Heaton, Md. PA's Heaton Eye Associates Retirement Plan reported $14M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,212 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Heaton Eye Associates Retirement Plan covers 165 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#15,212
in Healthcare & Social Assistance (20,060 peers)
-18.5%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heaton Eye Associates Retirement Plan's outsized position by total assets

Heaton Eye Associates Retirement Plan vs every filed plan by assets

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

$13,841,810 Top 29% higher than 71% 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

Heaton Eye Associates Retirement Plan 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. Heaton Eye Associates Retirement Plan sits mid-pack in the medium band (165 participants).

Published 5500 schedule card

Filing strip 751986418 · Charles L Heaton, Md. PA PY 2022 · 401(k)

Heaton Eye Associates Retirement Plan · $14M · 165 · 71st

  • BOOK $14M
  • BOOK 165
  • BOOK 71st
  • BOOK 401(k)
  • BOOK near Infobip Openmarket 401(k) Plan
  • BOOK ind #15212

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 Texas →

Heaton Eye Associates Retirement Plan in the asset neighbourhood

Heaton Eye Associates Retirement PlanHeaton Eye Associates Retire…$14MInfobip Openmarket 401(k) PlanInfobip Openmarket 401(k) Pl…$14MAmerican Piledriving Equipment 401(k) Profit Sharing and TrustAmerican Piledriving Equipme…$14MImd Fluid System Technologies, Inc. 401(k) PlanImd Fluid System Technologie…$14MNavy Mutual Aid Association Employee's 401(k) PlanNavy Mutual Aid Association …$14M
End-of-year total assets ($M) among Heaton Eye Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN751986418
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles L Heaton, Md. PA)

Sponsor-wide plan assets over time

All Charles L Heaton, Md. PA plans reported in each filing year

Latest sponsor-wide plan assets
$15M 7.298807020180165% vs 2022
2023 filing year
$13.5M$14M$14.5M$15M 20222023 $13.8M $14.9M ▲ +7.3%
Year Plans Participants Total Assets
2022 1 165 $14M
2023 1 205 $15M

Nearby 401(k) Plans in Texas

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

Heaton Eye Associates Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Heaton Eye Associates Retirement Plan, Total assets ($B): 0.01384181 · Participants: 165Heaton Eye Associates Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Heaton Eye Associates Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heaton Eye Associates Retirement Plan side-by-side with 3 peers →

Heaton Eye Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Infobip Openmarket 401(k) Plan in WA ($14M); by covered participants it is Ccg 401(k) Retirement Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Heaton Eye Associates Retirement Plan assets move in 2022? ▼
Heaton Eye Associates Retirement Plan declined sharply - down 18.5% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Charles L Heaton, Md. PA plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Charles L Heaton, Md. PA's sponsor-wide assets grew 7.3%, from $14M to $15M.
Which 401(k) plans are similar in size to Heaton Eye Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Infobip Openmarket 401(k) Plan in WA ($14M, 195 participants).
Which 401(k) plans cover a similar participant headcount to Heaton Eye Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ccg 401(k) Retirement Plan in TN (165 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751986418.

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.