401(k) · DOL Form 5500 · 2022
Refac Optical Group 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 780
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $25,856
- Avg per participant Low balance/head
Official DOL plan name: Refac Optical Group 401(k) Plan · Sponsored by Refac Optical Group · New Jersey · Healthcare & Social Assistance
$20M in assets, 780 participants
Refac Optical Group's Refac Optical Group 401(k) Plan reported $20M in total assets and 780 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #16,244 in Healthcare & Social Assistance (20,060 peers)
Where Refac Optical Group 401(k) Plan sits by assets
Refac Optical Group 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 780 participants (~$25,856/participant), down 21.4% in 2022.
- #16,244
- in Healthcare & Social Assistance (20,060 peers)
- -21.4%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Refac Optical Group 401(k) Plan's outsized position by total assets
Refac Optical Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,167,978 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Refac Optical Group 401(k) 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. Refac Optical Group 401(k) Plan sits mid-pack in the medium band (780 participants).
Published 5500 schedule card
Filing strip 131681234 · Refac Optical Group PY 2022 · 401(k)
Refac Optical Group 401(k) Plan · $20M · 780 · 77th
- PHOTO $20M
- IND 780
- EOY 77th
- 5500 401(k)
- ASSETS near Karl Chevrolet, Inc. 401(k) Plan
- PCT ind #16244
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 New Jersey →
Refac Optical Group 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$5M |
| Employer EIN | 131681234 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Refac Optical Group)
Sponsor-wide plan assets over time
All Refac Optical Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 10.444081206355937% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 780 | $20M |
| 2023 | 1 | 1,108 | $22M |
| 2024 | 1 | 699 | $22M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Refac Optical Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Karl Chevrolet, Inc. 401(k) Plan in IA ($20M); by covered participants it is Savings Plan of Pjm Interconnection, L.L.C. in PA (780 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Karl Chevrolet, Inc. 401(k) Plan (IA) $20M · 580
- Kalas Manufacturing, Inc. Profit Sharing and 401(k) Plan (PA) $20M · 345
- Sambanova Systems, Inc. 401(k) Plan (CA) $20M · 419
- Centurion Pipeline Company, LLC 401(k) Plan (TX) $20M · 285
Similar participant headcount
Nearest other-state filings by covered participants (780 participants); asset peers above are excluded.
- Savings Plan of Pjm Interconnection, L.L.C. (PA) 780 · 0 off
- Air 401(k) Retirement Plan (CO) 780 · 0 off
- Go-Hire Employment and Development, Inc. 401(k) Plan (KY) 780 · 0 off
- Agreliant Genetics 401(k) Retirement Plan (IN) 780 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.