401(k) · DOL Form 5500 · 2023

Wheaton Eye Clinic, Ltd. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
180
Participants Small participant base
87th
Percentile by assets National rank
$334,440
Avg per participant High balance/head
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Official DOL plan name: Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan · Sponsored by Wheaton Eye Clinic, Ltd. · Illinois · Healthcare & Social Assistance

$60M in assets, 180 participants

Wheaton Eye Clinic, Ltd.'s Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan reported $60M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,781 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan covers 180 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $60M.

#15,781
in Healthcare & Social Assistance (17,684 peers)
+15.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan's outsized position by total assets

Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$60,199,220 Top 13% higher than 87% 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

Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan reported net income rose from -$12M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $52M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan reported participants rose from 164 in the plan year 2022 filing to 180 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362709692 · Wheaton Eye Clinic, Ltd. PY 2023 · 401(k)

Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan · $60M · 180 · 87th

  • VS-ST $60M
  • VS-ST 180
  • VS-ST 87th
  • VS-ST 401(k)
  • VS-ST near The Community Preservation Corporation Employees' Retirement Savings Plan
  • VS-ST ind #15781

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 Illinois →

Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood

Advisors Excel, LLC 401(k) P/S PlanAdvisors Excel, LLC 401(k) P…$60MYork Capital Management 401(k) PlanYork Capital Management 401(…$60MWheaton Eye Clinic, Ltd. 401(k) Profit Sharing PlanWheaton Eye Clinic, Ltd. 401…$60MThe Community Preservation Corporation Employees' Retirement Savings PlanThe Community Preservation C…$60MDelinea Inc. 401(k) Plan$60M
End-of-year total assets ($M) among Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$60M
Net Income$8M
Employer EIN362709692
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheaton Eye Clinic, Ltd.)

Sponsor-wide plan assets over time

All Wheaton Eye Clinic, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 5.183653196857853% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $52.1M $54.8M ▲ +5.2%
Year Plans Participants Total Assets
2022 1 164 $52M
2023 1 180 $60M
2024 1 190 $55M

Nearby 401(k) Plans in Illinois

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

Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan, Total assets ($B): 0.06019922 · Participants: 180Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Community Preservation Corporation Employees' Retirement Savings Plan in NY ($60M); by covered participants it is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan assets move in 2023? ▼
Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan grew sharply - up 15.7% during 2023, from $52M to $60M. Reported net income was $8M.
How have Wheaton Eye Clinic, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheaton Eye Clinic, Ltd.'s sponsor-wide assets grew 5.2%, from $52M to $55M.
Where does Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Community Preservation Corporation Employees' Retirement Savings Plan in NY ($60M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants, N/A 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 362709692.

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.