401(k) · DOL Form 5500 · 2023
Ophthalmology, P.a. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $126,658
- Avg per participant Near avg balance/head
Official DOL plan name: Ophthalmology, P.a. Employees' 401(k) Profit Sharing Plan · Sponsored by Ophthalmology, P.a. · Minnesota · Healthcare & Social Assistance
$5M in assets, 39 participants
Ophthalmology, P.a.'s Ophthalmology, P.a. Employees' 401(k) Profit Sharing Plan reported $5M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #8,492 in Healthcare & Social Assistance (17,684 peers)
Ophthalmology, P.a. multi-year trail
Ophthalmology, P.a.'s plans moved +64.3% in assets from 2022 to 2024; this filing shows Ophthalmology, P.a. Employees' 401(k) Profit Sharing Plan at $5M / 39 participants.
- #8,492
- in Healthcare & Social Assistance (17,684 peers)
- +33.0%
- assets growth YoY
Ophthalmology, P.a. Employees' 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Ophthalmology, P.a. Employees' 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,939,652 44th percentile higher than 44% 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
Ophthalmology, P.a. Employees' 401(k) 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. Ophthalmology, P.a. Employees' 401(k) Profit Sharing Plan is a small filing (39 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ophthalmology, P.a. Employees' 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Ophthalmology, P.a. Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Ophthalmology, P.a. Employees' 401(k) Profit Sharing Plan reported participants rose from 37 in the plan year 2022 filing to 39 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 410958805 · Ophthalmology, P.a. PY 2023 · 401(k)
Ophthalmology, P.a. Employees' 401(k) Profit Sharing Plan · $5M · 39 · 44th
- BOY $5M
- SCH 39
- EBSA 44th
- PART 401(k)
- TYPE near Autobooks 401(k) Plan
- NET ind #8492
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 Minnesota →
Ophthalmology, P.a. Employees' 401(k) Profit Sharing Plan in the asset neighbourhood
Ophthalmology, P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Ophthalmology, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 64.29088169735107% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 37 | $4M |
| 2023 | 1 | 39 | $5M |
| 2024 | 1 | 36 | $6M |
Ophthalmology, P.a. filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 410958805 |
| Plan Effective Date | 1970-02-02 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Ophthalmology, P.a. Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Autobooks 401(k) Plan in MI ($5M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Autobooks 401(k) Plan (MI) $5M · 88
- Onx 401(k) Plan (TX) $5M · 339
- Yatc Investment and Savings Plan (FL) $5M · 10
- Tensor Engineering 401(k) Plan (FL) $5M · 20
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- John S. Lane & Son, Inc. 401(k) Union Plan (NY) 39 · 0 off
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 39 · 0 off
- Court Street Ford Inc 401(k) Plan (IL) 39 · 0 off
- Defined Logic 401(k) Plan (NJ) 39 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.