401(k) · DOL Form 5500 · 2022

Burke Optometry, Inc. 401(k) Plan

Data updated 2026-08-25

$341K
Total assets Small plan by assets
8
Participants Small participant base
15th
Percentile by assets National rank
$42,655
Avg per participant Low balance/head
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Official DOL plan name: Burke Optometry, Inc. 401(k) Plan · Sponsored by Burke Optometry, Inc. · California · Healthcare & Social Assistance

$341K in assets, 8 participants

Burke Optometry, Inc.'s Burke Optometry, Inc. 401(k) Plan reported $341K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,173 in Healthcare & Social Assistance (20,060 peers)

Burke Optometry, Inc. multi-year trail

Burke Optometry, Inc.'s plans moved -63.2% in assets from 2022 to 2024; this filing shows Burke Optometry, Inc. 401(k) Plan at $341K / 8 participants.

#2,173
in Healthcare & Social Assistance (20,060 peers)
-43.6%
assets change YoY

The plan reported a net loss of $264K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burke Optometry, Inc. 401(k) Plan among the smaller filed plans by assets

Burke Optometry, Inc. 401(k) Plan vs every filed plan by assets

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

$341,241 15th percentile higher than 15% 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

Burke Optometry, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burke Optometry, Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 452992673 · Burke Optometry, Inc. PY 2022 · 401(k)

Burke Optometry, Inc. 401(k) Plan · $341K · 8 · 15th

  • SCH $341K
  • SCH 8
  • SCH 15th
  • SCH 401(k)
  • SCH near Bomar Industries Investment Plan
  • SCH ind #2173

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 →

Burke Optometry, Inc. 401(k) Plan in the asset neighbourhood

Burke Optometry, Inc. 401(k) PlanBurke Optometry, Inc. 401(k)…$341KBomar Industries Investment PlanBomar Industries Investment …$341KMedicaid Done Right 401(k) PlanMedicaid Done Right 401(k) P…$341KThe Contractors Retirement PlanThe Contractors Retirement P…$341KConnic Enterprises, Inc. the Pension Transfer Trust PlanConnic Enterprises, Inc. the…$341K
End-of-year total assets ($M) among Burke Optometry, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Burke Optometry, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Burke Optometry, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$483K 63.2102903929249% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.31M $0.48M ▼ -63.4%
Year Plans Participants Total Assets
2022 3 22 $1M
2023 2 16 $672K
2024 1 8 $483K

Burke Optometry, Inc. filing trail (2022)

Total Assets (Beginning of Year)$605K
Net Assets (End of Year)$341K
Net Income-$264K
Employer EIN452992673
Plan Effective Date2011-08-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Burke Optometry, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Burke Optometry, Inc. 401(k) Plan, Total assets ($B): 0.000341241 · Participants: 8Burke Optometry, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Burke Optometry, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Burke Optometry, Inc. 401(k) Plan side-by-side with 3 peers →

Burke Optometry, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bomar Industries Investment Plan in NJ ($341K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($341K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Burke Optometry, Inc. 401(k) Plan assets move in 2022? ▼
Burke Optometry, Inc. 401(k) Plan contracted severely - down 43.6% during 2022, from $605K to $341K. Reported net income was -$264K.
How have Burke Optometry, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burke Optometry, Inc.'s sponsor-wide assets declined 63.2%, from $1M to $483K.
Where does Burke Optometry, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Burke Optometry, Inc. 401(k) Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Burke Optometry, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bomar Industries Investment Plan in NJ ($341K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Burke Optometry, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K 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 452992673.

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.