401(k) · DOL Form 5500 · 2023

Berks Eye Physicians & Surgeons, Ltd. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
43
Participants Small participant base
58th
Percentile by assets National rank
$229,938
Avg per participant Above avg balance/head
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Official DOL plan name: Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan · Sponsored by Berks Eye Physicians & Surgeons, Ltd. · Pennsylvania · Healthcare & Social Assistance

$10M in assets, 43 participants

Berks Eye Physicians & Surgeons, Ltd.'s Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan reported $10M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,313 in Healthcare & Social Assistance (17,684 peers)

Berks Eye Physicians & Surgeons, Ltd. multi-year trail

Berks Eye Physicians & Surgeons, Ltd.'s plans moved +32.8% in assets from 2022 to 2024; this filing shows Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan at $10M / 43 participants.

#11,313
in Healthcare & Social Assistance (17,684 peers)
+18.0%
assets growth YoY

Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan vs every filed plan by assets

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

$9,887,344 Top 42% higher than 58% of 127,068 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 2023

Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan reported net income rose from -$977K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan reported participants fell from 45 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231720360 · Berks Eye Physicians & Surgeons, Ltd. PY 2023 · 401(k)

Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan · $10M · 43 · 58th

  • EOY $10M
  • EOY 43
  • EOY 58th
  • EOY 401(k)
  • EOY near Dooley's Petroleum, Inc. 401(k) Profit Sharing Plan
  • EOY ind #11313

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 Pennsylvania →

Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan in the asset neighbourhood

Berks Eye Physicians & Surgeons, Ltd. Profit Sharing PlanBerks Eye Physicians & Surge…$10MDooley's Petroleum, Inc. 401(k) Profit Sharing PlanDooley's Petroleum, Inc. 401…$10MHuman Technologies, Inc. Employees Savings TrustHuman Technologies, Inc. Emp…$10MCapano Management Company 401(k) PlanCapano Management Company 40…$10MNextpoint Financial 401(k) PlanNextpoint Financial 401(k) P…$10M
End-of-year total assets ($M) among Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Berks Eye Physicians & Surgeons, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Berks Eye Physicians & Surgeons, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 32.765004685699964% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.38M $11.1M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 45 $8M
2023 1 43 $10M
2024 1 49 $11M

Berks Eye Physicians & Surgeons, Ltd. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN231720360
Plan Effective Date1972-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan, Total assets ($B): 0.009887344 · Participants: 43Berks Eye Physicians & Surgeons, Ltd. Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan side-by-side with 3 peers →

Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Dooley's Petroleum, Inc. 401(k) Profit Sharing Plan in MN ($10M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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.

Frequently Asked Questions

How did Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan assets move in 2023? ▼
Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan grew sharply - up 18.0% during 2023, from $8M to $10M. Reported net income was $2M.
How have Berks Eye Physicians & Surgeons, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berks Eye Physicians & Surgeons, Ltd.'s sponsor-wide assets grew 32.8%, from $8M to $11M.
Which 401(k) plans are similar in size to Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dooley's Petroleum, Inc. 401(k) Profit Sharing Plan in MN ($10M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Berks Eye Physicians & Surgeons, Ltd. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants, $3M 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 231720360.

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.