401(k) · DOL Form 5500 · 2023
Burke Optometry, Inc. 401(k) Plan
Data updated 2026-08-25
- $263K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $32,926
- Avg per participant Low balance/head
Official DOL plan name: Burke Optometry, Inc. 401(k) Plan · Sponsored by Burke Optometry, Inc. · California · Healthcare & Social Assistance
$263K in assets, 8 participants
Burke Optometry, Inc.'s Burke Optometry, Inc. 401(k) Plan reported $263K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.
- #1,572 in Healthcare & Social Assistance (17,684 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 $263K / 8 participants.
- #1,572
- in Healthcare & Social Assistance (17,684 peers)
- -22.8%
- assets change YoY
The plan reported a net loss of $78K 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 2023 · DOL Form 5500
$263,404 13th percentile higher than 13% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Burke Optometry, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 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.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Burke Optometry, Inc. 401(k) Plan reported net income rose from -$264K in the plan year 2022 filing to -$78K in the plan year 2023 filing.
- Burke Optometry, Inc. 401(k) Plan end-of-year assets fell from $341K in the plan year 2022 filing to $263K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 452992673 · Burke Optometry, Inc. PY 2023 · 401(k)
Burke Optometry, Inc. 401(k) Plan · $263K · 8 · 13th
- ASSETS $263K
- PCT 8
- EIN 13th
- RANK 401(k)
- PHOTO near 2177 Furniture Co. 401(k) Plan
- IND ind #1572
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. 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 22 | $1M |
| 2023 | 2 | 16 | $672K |
| 2024 | 1 | 8 | $483K |
Burke Optometry, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $341K |
|---|---|
| Net Assets (End of Year) | $263K |
| Net Income | -$78K |
| Employer EIN | 452992673 |
| Plan Effective Date | 2011-08-11 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
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 2177 Furniture Co. 401(k) Plan in FL ($263K); by covered participants it is Culshaw & Company LLC Employee Savings Plan in OR (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($263K here).
- 2177 Furniture Co. 401(k) Plan (FL) $263K · 6
- Mile Harper, Inc. 401(k) Profit Sharing Plan (GA) $264K · 2
- Hello Forrest Incorporated 401(k) Profit Sharing Plan (IL) $264K · 1
- Ogden Med Spa, Inc. 401(k) Plan (TX) $264K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.