401(k) · DOL Form 5500 · 2023

Everett & Hurite Ophthalmic Association 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 86
Participants Small participant base: 67th
Percentile by assets National rank: $168,937
Avg per participant Above avg balance/head

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Official DOL plan name: Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan · Sponsored by Everett & Hurite Ophthalmic Association · Pennsylvania · Healthcare & Social Assistance

$15M in assets, 86 participants

Everett & Hurite Ophthalmic Association's Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan reported $15M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

#12,666 in Healthcare & Social Assistance (17,684 peers)

Everett & Hurite Ophthalmic Association multi-year trail

Everett & Hurite Ophthalmic Association's plans moved +37.9% in assets from 2022 to 2024; this filing shows Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan at $15M / 86 participants.

#12,666
in Healthcare & Social Assistance (17,684 peers): +21.8%
assets growth YoY

Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan's outsized position by total assets

Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,528,622 Top 33% higher than 67% 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

Everett & Hurite Ophthalmic Association 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. Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan is a small filing (86 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan reported participants fell from 93 in the plan year 2022 filing to 86 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251253504 · Everett & Hurite Ophthalmic Association PY 2023 · 401(k)

Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan · $15M · 86 · 67th

PART $15M
TYPE 86
NET 67th
BOOK 401(k)
VS-ST near Barrday Corp. 401(k) Plan
BOY ind #12666

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 Pennsylvania →

End-of-year total assets ($M) among Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Everett & Hurite Ophthalmic Association multi-year asset trail

Latest sponsor-wide plan assets: $16M 37.871772284752694% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	93	$12M
2023	1	86	$15M
2024	1	88	$16M

Everett & Hurite Ophthalmic Association filing trail (2023)

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$15M
Net Income	$3M
Employer EIN	251253504
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan side-by-side with 3 peers →

Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Barrday Corp. 401(k) Plan in NC ($15M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Barrday Corp. 401(k) Plan (NC) $15M · 150
Park Place Operations, Inc. 401(k) Plan (OH) $15M · 727
Brenner Oil Company 401(k) Profit Sharing Retirement Plan (MI) $15M · 188
Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan (OH) $15M · 71

Similar participant headcount

Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.

Digestive Health Clinic, LLC 401(k) Profit Sharing Plan (ID) 86 · 0 off
Barbeques Galore 401(k) Plan (CA) 86 · 0 off
U.S. Bottlers 401(k) Profit Sharing Plan (NC) 86 · 0 off
Watsonville Coast Produce, Inc. Profit Sharing & 401(k) Plan (CA) 86 · 0 off

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 Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan assets move in 2023? ▼

Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan grew sharply - up 21.8% during 2023, from $12M to $15M. Reported net income was $3M.

How have Everett & Hurite Ophthalmic Association plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Everett & Hurite Ophthalmic Association's sponsor-wide assets grew 37.9%, from $12M to $16M.

Which 401(k) plans are similar in size to Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Barrday Corp. 401(k) Plan in NC ($15M, 150 participants).

Which 401(k) plans cover a similar participant headcount to Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M 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 251253504.