401(k) · DOL Form 5500 · 2023

Eye Group of Connecticut, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
13
Participants Small participant base
41st
Percentile by assets National rank
$318,338
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan · Sponsored by Eye Group of Connecticut, LLC · Connecticut · Healthcare & Social Assistance

$4M in assets, 13 participants

Eye Group of Connecticut, LLC's Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan reported $4M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,739 in Healthcare & Social Assistance (17,684 peers)

Eye Group of Connecticut, LLC multi-year trail

Eye Group of Connecticut, LLC's plans moved +12.7% in assets from 2022 to 2024; this filing shows Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan at $4M / 13 participants.

#7,739
in Healthcare & Social Assistance (17,684 peers)
+17.2%
assets growth YoY

Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan vs every filed plan by assets

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

$4,138,388 41st percentile higher than 41% 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

Jeffrey N. Kaplan, M.D., LLC 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. Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan reported net income rose from -$376K in the plan year 2022 filing to $606K in the plan year 2023 filing.
  • Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061587636 · Eye Group of Connecticut, LLC PY 2023 · 401(k)

Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan · $4M · 13 · 41st

  • PART $4M
  • TYPE 13
  • NET 41st
  • BOOK 401(k)
  • VS-ST near Advanced Internal Medicine Group, P.C. Profit Sharing Plan
  • BOY ind #7739

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 Connecticut →

Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan in the asset neighbourhood

Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing PlanJeffrey N. Kaplan, M.D., LLC…$4MAdvanced Internal Medicine Group, P.C. Profit Sharing PlanAdvanced Internal Medicine G…$4MLowe Law Firm, PC 401(k) Profit Sharing PlanLowe Law Firm, PC 401(k) Pro…$4MShorehaven Behavioral Health, Inc Employees Savings TrustShorehaven Behavioral Health…$4MTampa Bay Veterinary Operations 401(k) PlanTampa Bay Veterinary Operati…$4M
End-of-year total assets ($M) among Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Eye Group of Connecticut, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Eye Group of Connecticut, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 12.738764959527524% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $3.53M $3.98M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 13 $4M
2023 1 13 $4M
2024 1 16 $4M

Eye Group of Connecticut, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$606K
Employer EIN061587636
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan, Total assets ($B): 0.004138388 · Participants: 13Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan side-by-side with 3 peers →

Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Advanced Internal Medicine Group, P.C. Profit Sharing Plan in NY ($4M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan assets move in 2023? ▼
Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan grew sharply - up 17.2% during 2023, from $4M to $4M. Reported net income was $606K.
How have Eye Group of Connecticut, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eye Group of Connecticut, LLC's sponsor-wide assets grew 12.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Internal Medicine Group, P.C. Profit Sharing Plan in NY ($4M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 061587636.

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.