401(k) · DOL Form 5500 · 2023

Jervey Eye Group, P.a. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
108
Participants Small participant base
71st
Percentile by assets National rank
$174,073
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jervey Eye Group, P. a. Retirement Plan · Sponsored by Jervey Eye Group, P.a. · South Carolina · Healthcare & Social Assistance

$19M in assets, 108 participants

Jervey Eye Group, P.a.'s Jervey Eye Group, P. a. Retirement Plan reported $19M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,450 in Healthcare & Social Assistance (17,684 peers)

Coverage in South Carolina

Jervey Eye Group, P. a. Retirement Plan covers 108 participants in South Carolina, about 29% of the average South Carolina filer (state average ~369 per filing). Assets: $19M.

#13,450
in Healthcare & Social Assistance (17,684 peers)
+16.7%
assets growth YoY

Jervey Eye Group, P. a. Retirement Plan's outsized position by total assets

Jervey Eye Group, P. a. Retirement Plan vs every filed plan by assets

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

$18,799,848 Top 29% higher than 71% 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

Jervey Eye Group, P. a. Retirement Plan 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. Jervey Eye Group, P. a. Retirement Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jervey Eye Group, P. a. Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Jervey Eye Group, P. a. Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Jervey Eye Group, P. a. Retirement Plan reported participants rose from 95 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 570996196 · Jervey Eye Group, P.a. PY 2023 · 401(k)

Jervey Eye Group, P. a. Retirement Plan · $19M · 108 · 71st

  • IND $19M
  • IND 108
  • IND 71st
  • IND 401(k)
  • IND near Concentric Rockford Inc. Employees' 401(k) Savings Plan
  • IND ind #13450

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 South Carolina →

Jervey Eye Group, P. a. Retirement Plan in the asset neighbourhood

Jervey Eye Group, P. a. Retirement PlanJervey Eye Group, P. a. Reti…$19MConcentric Rockford Inc. Employees' 401(k) Savings PlanConcentric Rockford Inc. Emp…$19MBurton Lumber 401(k) Plan$19MNavos 401(k) Retirement Plan$19MPharming Healthcare, Inc. 401(k) PlanPharming Healthcare, Inc. 40…$19M
End-of-year total assets ($M) among Jervey Eye Group, P. a. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN570996196
Plan Effective Date1994-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jervey Eye Group, P.a.)

Sponsor-wide plan assets over time

All Jervey Eye Group, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 7.61922697121694% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16.1M $17.3M ▲ +7.6%
Year Plans Participants Total Assets
2022 1 95 $16M
2023 1 108 $19M
2024 1 113 $17M

Nearby 401(k) Plans in South Carolina

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

Jervey Eye Group, P. a. Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Jervey Eye Group, P. a. Retirement Plan, Total assets ($B): 0.018799848 · Participants: 108Jervey Eye Group, P. a. Retirement PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Jervey Eye Group, P. a. Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Jervey Eye Group, P. a. Retirement Plan side-by-side with 3 peers →

Jervey Eye Group, P. a. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Concentric Rockford Inc. Employees' 401(k) Savings Plan in IL ($19M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Jervey Eye Group, P. a. Retirement Plan assets move in 2023? ▼
Jervey Eye Group, P. a. Retirement Plan grew sharply - up 16.7% during 2023, from $16M to $19M. Reported net income was $3M.
How have Jervey Eye Group, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jervey Eye Group, P.a.'s sponsor-wide assets grew 7.6%, from $16M to $17M.
Which 401(k) plans are similar in size to Jervey Eye Group, P. a. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Concentric Rockford Inc. Employees' 401(k) Savings Plan in IL ($19M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Jervey Eye Group, P. a. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 570996196.

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.