401(k) · DOL Form 5500 · 2023

Dennis Sommer, O.D. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 5
Participants Small participant base: 32nd
Percentile by assets National rank: $465,581
Avg per participant High balance/head

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Official DOL plan name: Family Vision Care Retirement Plan · Sponsored by Dennis Sommer, O.D. · Indiana · Healthcare & Social Assistance

$2M in assets, 5 participants

Dennis Sommer, O.D.'s Family Vision Care Retirement Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

#5,610 in Healthcare & Social Assistance (17,684 peers)

Dennis Sommer, O.D. multi-year trail

Dennis Sommer, O.D.'s plans moved +55.6% in assets from 2022 to 2024; this filing shows Family Vision Care Retirement Plan at $2M / 5 participants.

#5,610
in Healthcare & Social Assistance (17,684 peers): +26.9%
assets growth YoY

Family Vision Care Retirement Plan among the smaller filed plans by assets

Family Vision Care Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,327,904 32nd percentile higher than 32% 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

Family Vision Care Retirement 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. Family Vision Care Retirement Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Family Vision Care Retirement Plan reported net income rose from -$999K in the plan year 2022 filing to $494K in the plan year 2023 filing.
Family Vision Care Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351642799 · Dennis Sommer, O.D. PY 2023 · 401(k)

Family Vision Care Retirement Plan · $2M · 5 · 32nd

NET $2M
BOOK 5
VS-ST 32nd
BOY 401(k)
SCH near Adheso Graphics Inc. 401(k) Plan
EBSA ind #5610

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 Indiana →

End-of-year total assets ($M) among Family Vision Care Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dennis Sommer, O.D. multi-year asset trail

Latest sponsor-wide plan assets: $3M 55.561474408744736% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$2M
2023	1	5	$2M
2024	1	5	$3M

Dennis Sommer, O.D. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$494K
Employer EIN	351642799
Plan Effective Date	1986-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Family Vision Care Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare Family Vision Care Retirement Plan side-by-side with 3 peers →

Family Vision Care Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Adheso Graphics Inc. 401(k) Plan in NY ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Adheso Graphics Inc. 401(k) Plan (NY) $2M · 8
Safeway Electric Retirement Savings Plan (CA) $2M · 49
Sander Engineering Corporation 401(k) Profit Sharing Plan (TX) $2M · 13
Healthways, Inc. 401(k) Plan (WV) $2M · 125

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Family Vision Care Retirement Plan assets move in 2023? ▼

Family Vision Care Retirement Plan grew sharply - up 26.9% during 2023, from $2M to $2M. Reported net income was $494K.

How have Dennis Sommer, O.D. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Dennis Sommer, O.D.'s sponsor-wide assets grew 55.6%, from $2M to $3M.

Which 401(k) plans are similar in size to Family Vision Care Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Adheso Graphics Inc. 401(k) Plan in NY ($2M, 8 participants).

Which 401(k) plans cover a similar participant headcount to Family Vision Care Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351642799.