401(k) · DOL Form 5500 · 2023

Surface Optics Corp 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
33
Participants Small participant base
58th
Percentile by assets National rank
$293,382
Avg per participant High balance/head
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Official DOL plan name: Surface Optics Corp 401(k) Profit Sharing Plan & Trust · Sponsored by Surface Optics Corp · California · Manufacturing

$10M in assets, 33 participants

Surface Optics Corp's Surface Optics Corp 401(k) Profit Sharing Plan & Trust reported $10M in total assets and 33 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.

  • #8,218 in Manufacturing (18,722 peers)

Surface Optics Corp multi-year trail

Surface Optics Corp's plans moved +22.2% in assets from 2022 to 2024; this filing shows Surface Optics Corp 401(k) Profit Sharing Plan & Trust at $10M / 33 participants.

#8,218
in Manufacturing (18,722 peers)
+10.2%
assets growth YoY

Surface Optics Corp 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Surface Optics Corp 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$9,681,615 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

Surface Optics Corp 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surface Optics Corp 401(k) Profit Sharing Plan & Trust is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Surface Optics Corp 401(k) Profit Sharing Plan & Trust reported net income rose from -$835K in the plan year 2022 filing to $898K in the plan year 2023 filing.
  • Surface Optics Corp 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Surface Optics Corp 401(k) Profit Sharing Plan & Trust reported participants fell from 35 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953245616 · Surface Optics Corp PY 2023 · 401(k)

Surface Optics Corp 401(k) Profit Sharing Plan & Trust · $10M · 33 · 58th

  • PHOTO $10M
  • IND 33
  • EOY 58th
  • 5500 401(k)
  • ASSETS near The Metropolitan Club of the City of Washington 401(k) Profit Sharing Plan
  • PCT ind #8218

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 Manufacturing retirement plans → · Plans in California →

Surface Optics Corp 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Surface Optics Corp 401(k) Profit Sharing Plan & TrustSurface Optics Corp 401(k) P…$10MThe Metropolitan Club of the City of Washington 401(k) Profit Sharing PlanThe Metropolitan Club of the…$10MThe Glik Company 401(k) Plan$10MOhio Valley Goodwill Industries Rehabilitation Center, Inc. 403(b) Tax Sheltered Annuity PlanOhio Valley Goodwill Industr…$10MIdeal Ready Mix Company 401(k) PlanIdeal Ready Mix Company 401(…$10M
End-of-year total assets ($M) among Surface Optics Corp 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Surface Optics Corp multi-year asset trail

Sponsor-wide plan assets over time

All Surface Optics Corp plans reported in each filing year

Latest sponsor-wide plan assets
$11M 22.197015330462957% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.78M $10.7M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 35 $9M
2023 1 33 $10M
2024 1 32 $11M

Surface Optics Corp filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$898K
Employer EIN953245616
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Surface Optics Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Surface Optics Corp 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.009681615 · Participants: 33Surface Optics Corp 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Surface Optics Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Surface Optics Corp 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Surface Optics Corp 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Metropolitan Club of the City of Washington 401(k) Profit Sharing Plan in DC ($10M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Surface Optics Corp 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Surface Optics Corp 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 10.2% during 2023, from $9M to $10M. Reported net income was $898K.
How have Surface Optics Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surface Optics Corp's sponsor-wide assets grew 22.2%, from $9M to $11M.
Which 401(k) plans are similar in size to Surface Optics Corp 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Metropolitan Club of the City of Washington 401(k) Profit Sharing Plan in DC ($10M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Surface Optics Corp 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 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 953245616.

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.