401(k) · DOL Form 5500 · 2023

Tupelo Eye Center Optical Shop 401(k) Plan

Data updated 2026-08-25

$148K
Total assets Small plan by assets
4
Participants Small participant base
9th
Percentile by assets National rank
$37,104
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tupelo Eye Center Optical Shop 401(k) Plan · Sponsored by Tupelo Eye Center Optical Shop · Mississippi · Retail Trade

$148K in assets, 4 participants

Tupelo Eye Center Optical Shop's Tupelo Eye Center Optical Shop 401(k) Plan reported $148K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,152 in Retail Trade (8,414 peers)

Tupelo Eye Center Optical Shop multi-year trail

Tupelo Eye Center Optical Shop's plans moved +28.3% in assets from 2022 to 2024; this filing shows Tupelo Eye Center Optical Shop 401(k) Plan at $148K / 4 participants.

#1,152
in Retail Trade (8,414 peers)
+13.4%
assets growth YoY

Tupelo Eye Center Optical Shop 401(k) Plan among the smaller filed plans by assets

Tupelo Eye Center Optical Shop 401(k) Plan vs every filed plan by assets

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

$148,417 9th percentile higher than 9% 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

Tupelo Eye Center Optical Shop 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tupelo Eye Center Optical Shop 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tupelo Eye Center Optical Shop 401(k) Plan reported net income rose from $6K in the plan year 2022 filing to $18K in the plan year 2023 filing.
  • Tupelo Eye Center Optical Shop 401(k) Plan end-of-year assets rose from $131K in the plan year 2022 filing to $148K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 640522732 · Tupelo Eye Center Optical Shop PY 2023 · 401(k)

Tupelo Eye Center Optical Shop 401(k) Plan · $148K · 4 · 9th

  • 5500 $148K
  • ASSETS 4
  • PCT 9th
  • EIN 401(k)
  • RANK near Atyant Capital Management LLC 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #1152

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 Retail Trade retirement plans → · Plans in Mississippi →

Tupelo Eye Center Optical Shop 401(k) Plan in the asset neighbourhood

Tupelo Eye Center Optical Shop 401(k) PlanTupelo Eye Center Optical Sh…$148KAtyant Capital Management LLC 401(k) Profit Sharing Plan & TrustAtyant Capital Management LL…$148KGlenrocares Inc. 401(k) Plan$148KRlt Printing Corporation 401(k) PlanRlt Printing Corporation 401…$148KCastros Inc 401(k) Plan$148K
End-of-year total assets ($M) among Tupelo Eye Center Optical Shop 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tupelo Eye Center Optical Shop multi-year asset trail

Sponsor-wide plan assets over time

All Tupelo Eye Center Optical Shop plans reported in each filing year

Latest sponsor-wide plan assets
$168K 28.310680205062383% vs 2022
2024 filing year
$0.12M$0.14M$0.16M$0.18M 202220232024 $0.13M $0.17M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 4 $131K
2023 1 4 $148K
2024 1 4 $168K

Tupelo Eye Center Optical Shop filing trail (2023)

Total Assets (Beginning of Year)$131K
Net Assets (End of Year)$148K
Net Income$18K
Employer EIN640522732
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Tupelo Eye Center Optical Shop 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Tupelo Eye Center Optical Shop 401(k) Plan, Total assets ($M): 0.148417 · Participants: 4Tupelo Eye Center Optical Shop 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Tupelo Eye Center Optical Shop 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Tupelo Eye Center Optical Shop 401(k) Plan side-by-side with 3 peers →

Tupelo Eye Center Optical Shop 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Atyant Capital Management LLC 401(k) Profit Sharing Plan & Trust in FL ($148K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($148K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Tupelo Eye Center Optical Shop 401(k) Plan assets move in 2023? ▼
Tupelo Eye Center Optical Shop 401(k) Plan grew at a solid clip - up 13.4% during 2023, from $131K to $148K. Reported net income was $18K.
How have Tupelo Eye Center Optical Shop plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tupelo Eye Center Optical Shop's sponsor-wide assets grew 28.3%, from $131K to $168K.
Where does Tupelo Eye Center Optical Shop 401(k) Plan rank by assets among Form 5500 filers? ▼
Tupelo Eye Center Optical Shop 401(k) Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Tupelo Eye Center Optical Shop 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atyant Capital Management LLC 401(k) Profit Sharing Plan & Trust in FL ($148K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Tupelo Eye Center Optical Shop 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 640522732.

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.