401(k) · DOL Form 5500 · 2023

Cherry Optical, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
219
Participants Below avg headcount
63rd
Percentile by assets National rank
$56,053
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cherry Optical Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Cherry Optical, Inc. · Wisconsin · Professional & Technical Services

$12M in assets, 219 participants

Cherry Optical, Inc.'s Cherry Optical Inc 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 219 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,627 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Cherry Optical Inc 401(k) Profit Sharing Plan & Trust covers 219 participants in Wisconsin, about 39% of the average Wisconsin filer (state average ~563 per filing). Assets: $12M.

#12,627
in Professional & Technical Services (20,321 peers)
+44.8%
assets growth YoY

Cherry Optical Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Cherry Optical Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$12,275,707 Top 37% higher than 63% 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

Cherry Optical Inc 401(k) Profit Sharing Plan & Trust 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. Cherry Optical Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cherry Optical Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$286K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Cherry Optical Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Cherry Optical Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 169 in the plan year 2022 filing to 219 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391951550 · Cherry Optical, Inc. PY 2023 · 401(k)

Cherry Optical Inc 401(k) Profit Sharing Plan & Trust · $12M · 219 · 63rd

  • RANK $12M
  • RANK 219
  • RANK 63rd
  • RANK 401(k)
  • RANK near Intuity Medical, Inc. 401(k) Plan
  • RANK ind #12627

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Cherry Optical Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Cherry Optical Inc 401(k) Profit Sharing Plan & TrustCherry Optical Inc 401(k) Pr…$12MIntuity Medical, Inc. 401(k) PlanIntuity Medical, Inc. 401(k)…$12MCommunity Resources for Independence, Inc. 401(k) Profit Sharing PlanCommunity Resources for Inde…$12MCco Communications, Inc. Employee 401(k) Retirement PlanCco Communications, Inc. Emp…$12MJensen USA, Inc. 401(k) Plan$12M
End-of-year total assets ($M) among Cherry Optical Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$12M
Net Income$4M
Employer EIN391951550
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cherry Optical, Inc.)

Sponsor-wide plan assets over time

All Cherry Optical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 86.02165033691537% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.48M $15.8M ▲ +86.0%
Year Plans Participants Total Assets
2022 1 169 $8M
2023 1 219 $12M
2024 1 231 $16M

Nearby 401(k) Plans in Wisconsin

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

Cherry Optical Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Cherry Optical Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.012275707 · Participants: 219Cherry Optical Inc 401(k) Profit Sharing Plan & TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Cherry Optical Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Cherry Optical Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Cherry Optical Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Intuity Medical, Inc. 401(k) Plan in CA ($12M); by covered participants it is Raven Industries, Inc. 401(k) Plan in SD (219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Cherry Optical Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Cherry Optical Inc 401(k) Profit Sharing Plan & Trust surged - up 44.8% during 2023, from $8M to $12M. Reported net income was $4M.
How have Cherry Optical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cherry Optical, Inc.'s sponsor-wide assets grew 86.0%, from $8M to $16M.
Which 401(k) plans are similar in size to Cherry Optical Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Intuity Medical, Inc. 401(k) Plan in CA ($12M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Cherry Optical Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Raven Industries, Inc. 401(k) Plan in SD (219 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 391951550.

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.