401(k) · DOL Form 5500 · 2023

Jamestown Optometric Group, P.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
37
Participants Small participant base
40th
Percentile by assets National rank
$107,137
Avg per participant Below avg balance/head
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Official DOL plan name: Jamestown Optometric Group, P.C. Profit Sharing Plan · Sponsored by Jamestown Optometric Group, P.C. · New York · Healthcare & Social Assistance

$4M in assets, 37 participants

Jamestown Optometric Group, P.C.'s Jamestown Optometric Group, P.C. Profit Sharing Plan reported $4M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,538 in Healthcare & Social Assistance (17,684 peers)

Jamestown Optometric Group, P.C. multi-year trail

Jamestown Optometric Group, P.C.'s plans moved +35.4% in assets from 2022 to 2024; this filing shows Jamestown Optometric Group, P.C. Profit Sharing Plan at $4M / 37 participants.

#7,538
in Healthcare & Social Assistance (17,684 peers)
+20.0%
assets growth YoY

Jamestown Optometric Group, P.C. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jamestown Optometric Group, P.C. Profit Sharing Plan vs every filed plan by assets

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

$3,964,074 40th percentile higher than 40% 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

Jamestown Optometric Group, P.C. 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. Jamestown Optometric Group, P.C. Profit Sharing Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jamestown Optometric Group, P.C. Profit Sharing Plan reported net income rose from -$468K in the plan year 2022 filing to $661K in the plan year 2023 filing.
  • Jamestown Optometric Group, P.C. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Jamestown Optometric Group, P.C. Profit Sharing Plan reported participants fell from 39 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 161364552 · Jamestown Optometric Group, P.C. PY 2023 · 401(k)

Jamestown Optometric Group, P.C. Profit Sharing Plan · $4M · 37 · 40th

  • IND $4M
  • IND 37
  • IND 40th
  • IND 401(k)
  • IND near Tm-Ems, LLC 401(k) Plan
  • IND ind #7538

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 New York →

Jamestown Optometric Group, P.C. Profit Sharing Plan in the asset neighbourhood

Jamestown Optometric Group, P.C. Profit Sharing PlanJamestown Optometric Group, …$4MTm-Ems, LLC 401(k) Plan$4MCoast Surveying, Inc. Employees' Retirement PlanCoast Surveying, Inc. Employ…$4MBam Management US Holdings Inc. 401(k) PlanBam Management US Holdings I…$4MDirect Therapy Services LLP 401 (K) Profit SharingDirect Therapy Services LLP …$4M
End-of-year total assets ($M) among Jamestown Optometric Group, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jamestown Optometric Group, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Jamestown Optometric Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.41136969836421% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.3M $4.47M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 39 $3M
2023 1 37 $4M
2024 1 35 $4M

Jamestown Optometric Group, P.C. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$661K
Employer EIN161364552
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Jamestown Optometric Group, P.C. Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jamestown Optometric Group, P.C. Profit Sharing Plan, Total assets ($B): 0.003964074 · Participants: 37Jamestown Optometric Group, P.C. Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Jamestown Optometric Group, P.C. Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jamestown Optometric Group, P.C. Profit Sharing Plan side-by-side with 3 peers →

Jamestown Optometric Group, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tm-Ems, LLC 401(k) Plan in OK ($4M); by covered participants it is Carbon Health 401(k) Plan in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Jamestown Optometric Group, P.C. Profit Sharing Plan assets move in 2023? ▼
Jamestown Optometric Group, P.C. Profit Sharing Plan grew sharply - up 20.0% during 2023, from $3M to $4M. Reported net income was $661K.
How have Jamestown Optometric Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jamestown Optometric Group, P.C.'s sponsor-wide assets grew 35.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Jamestown Optometric Group, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tm-Ems, LLC 401(k) Plan in OK ($4M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Jamestown Optometric Group, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carbon Health 401(k) Plan in CA (37 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 161364552.

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.