401(k) · DOL Form 5500 · 2023

Simon Eye Management LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
166
Participants Small participant base
56th
Percentile by assets National rank
$52,745
Avg per participant Low balance/head
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Official DOL plan name: Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Simon Eye Management LLC · Delaware · Healthcare & Social Assistance

$9M in assets, 166 participants

Simon Eye Management LLC's Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,845 in Healthcare & Social Assistance (17,684 peers)

Coverage in Delaware

Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust covers 166 participants in Delaware, about 31% of the average Delaware filer (state average ~536 per filing). Assets: $9M.

#10,845
in Healthcare & Social Assistance (17,684 peers)
+34.7%
assets growth YoY

Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,755,717 Top 44% higher than 56% 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

Simon Eye Management LLC 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. Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$411K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 175 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 832231457 · Simon Eye Management LLC PY 2023 · 401(k)

Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust · $9M · 166 · 56th

  • EBSA $9M
  • PART 166
  • TYPE 56th
  • NET 401(k)
  • BOOK near O'reilly Hospitality Management, LLC 401(k) Plan
  • VS-ST ind #10845

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 Delaware →

Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Simon Eye Management LLC 401(k) Profit Sharing Plan & TrustSimon Eye Management LLC 401…$9MO'reilly Hospitality Management, LLC 401(k) PlanO'reilly Hospitality Managem…$9MOakland Financial Services, Inc. 401(k) PlanOakland Financial Services, …$9MSt. Mary's of Medford School 403(b) PlanSt. Mary's of Medford School…$9MBueno Foods 401(k) Plan$9M
End-of-year total assets ($M) among Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Delaware filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN832231457
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simon Eye Management LLC)

Sponsor-wide plan assets over time

All Simon Eye Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 131.98739854187963% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.5M $15.1M ▲ +132.0%
Year Plans Participants Total Assets
2022 1 175 $7M
2023 1 166 $9M
2024 2 339 $15M

Nearby 401(k) Plans in Delaware

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

Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.008755717 · Participants: 166Simon Eye Management LLC 401(k) Profit Sharing Plan & TrustAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is O'reilly Hospitality Management, LLC 401(k) Plan in MO ($9M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust surged - up 34.7% during 2023, from $7M to $9M. Reported net income was $2M.
How have Simon Eye Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simon Eye Management LLC's sponsor-wide assets grew 132.0%, from $7M to $15M.
Which 401(k) plans are similar in size to Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is O'reilly Hospitality Management, LLC 401(k) Plan in MO ($9M, 1,246 participants).
Which 401(k) plans cover a similar participant headcount to Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 832231457.

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.