401(k) · DOL Form 5500 · 2022

Morganton Eye Physicians PA 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
148
Participants Small participant base
80th
Percentile by assets National rank
$164,739
Avg per participant Above avg balance/head
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Official DOL plan name: Morganton Eye Physicians 401(k) Profit Sharing Pla · Sponsored by Morganton Eye Physicians PA · North Carolina · Healthcare & Social Assistance

$24M in assets, 148 participants

Morganton Eye Physicians PA's Morganton Eye Physicians 401(k) Profit Sharing Pla reported $24M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,680 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Morganton Eye Physicians 401(k) Profit Sharing Pla covers 148 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $24M.

#16,680
in Healthcare & Social Assistance (20,060 peers)
-20.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morganton Eye Physicians 401(k) Profit Sharing Pla's outsized position by total assets

Morganton Eye Physicians 401(k) Profit Sharing Pla vs every filed plan by assets

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

$24,381,377 Top 20% higher than 80% 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

Morganton Eye Physicians 401(k) Profit Sharing Pla 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. Morganton Eye Physicians 401(k) Profit Sharing Pla sits mid-pack in the medium band (148 participants).

Plan-year Form 5500 strip

Filing strip 561109834 · Morganton Eye Physicians PA PY 2022 · 401(k)

Morganton Eye Physicians 401(k) Profit Sharing Pla · $24M · 148 · 80th

  • EOY $24M
  • 5500 148
  • ASSETS 80th
  • PCT 401(k)
  • EIN near Rick Case Enterprises, Inc. 401(k) Plan
  • RANK ind #16680

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 North Carolina →

Morganton Eye Physicians 401(k) Profit Sharing Pla in the asset neighbourhood

Morganton Eye Physicians 401(k) Profit Sharing PlaMorganton Eye Physicians 401…$24MRick Case Enterprises, Inc. 401(k) PlanRick Case Enterprises, Inc. …$24MAbm Mechanical, Inc. Employee Stock Ownership 401(k) PlanAbm Mechanical, Inc. Employe…$24MHitachi Astemo Findlay, Inc. Associates' Retirement Savings PlanHitachi Astemo Findlay, Inc.…$24MTenafly Pediatrics, P.a. 401(k) Profit Sharing PlanTenafly Pediatrics, P.a. 401…$24M
End-of-year total assets ($M) among Morganton Eye Physicians 401(k) Profit Sharing Pla and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$22M
Net Income-$8M
Employer EIN561109834
Plan Effective Date1978-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morganton Eye Physicians PA)

Sponsor-wide plan assets over time

All Morganton Eye Physicians PA plans reported in each filing year

Latest sponsor-wide plan assets
$29M 18.210275818301813% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $24.4M $28.8M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 148 $24M
2023 1 131 $25M
2024 1 140 $29M

Nearby 401(k) Plans in North Carolina

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

Morganton Eye Physicians 401(k) Profit Sharing Pla vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Morganton Eye Physicians 401(k) Profit Sharing Pla, Total assets ($B): 0.024381377 · Participants: 148Morganton Eye Physicians 401(k) Profit Sharing PlaThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Morganton Eye Physicians 401(k) Profit Sharing Pla vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Morganton Eye Physicians 401(k) Profit Sharing Pla side-by-side with 3 peers →

Morganton Eye Physicians 401(k) Profit Sharing Pla's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Rick Case Enterprises, Inc. 401(k) Plan in FL ($24M); by covered participants it is Variq Corporation 401(k) Plan in MD (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Morganton Eye Physicians 401(k) Profit Sharing Pla assets move in 2022? ▼
Morganton Eye Physicians 401(k) Profit Sharing Pla declined sharply - down 20.5% during 2022, from $31M to $24M. Reported net income was -$8M.
How have Morganton Eye Physicians PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morganton Eye Physicians PA's sponsor-wide assets grew 18.2%, from $24M to $29M.
Where does Morganton Eye Physicians 401(k) Profit Sharing Pla rank by assets among Form 5500 filers? ▼
Morganton Eye Physicians 401(k) Profit Sharing Pla ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Morganton Eye Physicians 401(k) Profit Sharing Pla? ▼
Among 401(k) plans in other states, the closest by assets is Rick Case Enterprises, Inc. 401(k) Plan in FL ($24M, 1,103 participants).
Which 401(k) plans cover a similar participant headcount to Morganton Eye Physicians 401(k) Profit Sharing Pla? ▼
Among 401(k) plans in other states, the closest by covered participants is Variq Corporation 401(k) Plan in MD (148 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 561109834.

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.