401(k) · DOL Form 5500 · 2023

Fox Valley Ophthalmology Ltd 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
41
Participants Small participant base
53rd
Percentile by assets National rank
$184,538
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fox Valley Ophthalmology Employees' 401(k) Plan & Trust · Sponsored by Fox Valley Ophthalmology Ltd · Illinois · Healthcare & Social Assistance

$8M in assets, 41 participants

Fox Valley Ophthalmology Ltd's Fox Valley Ophthalmology Employees' 401(k) Plan & Trust reported $8M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,264 in Healthcare & Social Assistance (17,684 peers)

Fox Valley Ophthalmology Ltd multi-year trail

Fox Valley Ophthalmology Ltd's plans moved +17.8% in assets from 2023 to 2024; this filing shows Fox Valley Ophthalmology Employees' 401(k) Plan & Trust at $8M / 41 participants.

#10,264
in Healthcare & Social Assistance (17,684 peers)
+9.8%
assets growth YoY

Fox Valley Ophthalmology Employees' 401(k) Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Fox Valley Ophthalmology Employees' 401(k) Plan & Trust vs every filed plan by assets

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

$7,566,063 Top 47% higher than 53% 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

Fox Valley Ophthalmology Employees' 401(k) Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fox Valley Ophthalmology Employees' 401(k) Plan & Trust is a small filing (41 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 362744703 · Fox Valley Ophthalmology Ltd PY 2023 · 401(k)

Fox Valley Ophthalmology Employees' 401(k) Plan & Trust · $8M · 41 · 53rd

  • TYPE $8M
  • TYPE 41
  • TYPE 53rd
  • TYPE 401(k)
  • TYPE near Carrollton Regional Medical Center 401(k) Plan
  • TYPE ind #10264

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 Illinois →

Fox Valley Ophthalmology Employees' 401(k) Plan & Trust in the asset neighbourhood

Fox Valley Ophthalmology Employees' 401(k) Plan & TrustFox Valley Ophthalmology Emp…$8MCarrollton Regional Medical Center 401(k) PlanCarrollton Regional Medical …$8MThe Horton Fruit Company, Inc. Profit Sharing PlanThe Horton Fruit Company, In…$8MIntegrity Home Mortgage Corp 401(k) PlanIntegrity Home Mortgage Corp…$8MThe Wiser Financial Group 401(k) Profit Sharing PlanThe Wiser Financial Group 40…$8M
End-of-year total assets ($M) among Fox Valley Ophthalmology Employees' 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fox Valley Ophthalmology Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Fox Valley Ophthalmology Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$9M 17.790639596841846% vs 2023
2024 filing year
$7M$7.5M$8M$8.5M$9M$9.5M 20232024 $7.57M $8.91M ▲ +17.7%
Year Plans Participants Total Assets
2023 1 41 $8M
2024 1 55 $9M

Fox Valley Ophthalmology Ltd filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$673K
Employer EIN362744703
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Fox Valley Ophthalmology Employees' 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Fox Valley Ophthalmology Employees' 401(k) Plan & Trust, Total assets ($B): 0.007566063 · Participants: 41Fox Valley Ophthalmology Employees' 401(k) Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Fox Valley Ophthalmology Employees' 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Fox Valley Ophthalmology Employees' 401(k) Plan & Trust side-by-side with 3 peers →

Fox Valley Ophthalmology Employees' 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Carrollton Regional Medical Center 401(k) Plan in TX ($8M); by covered participants it is Houston Vehicle Leasing 401(k) Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Fox Valley Ophthalmology Employees' 401(k) Plan & Trust assets move in 2023? ▼
Fox Valley Ophthalmology Employees' 401(k) Plan & Trust grew at a solid clip - up 9.8% during 2023, from $7M to $8M. Reported net income was $673K.
How have Fox Valley Ophthalmology Ltd plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Fox Valley Ophthalmology Ltd's sponsor-wide assets grew 17.8%, from $8M to $9M.
Which 401(k) plans are similar in size to Fox Valley Ophthalmology Employees' 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Carrollton Regional Medical Center 401(k) Plan in TX ($8M, 482 participants).
Which 401(k) plans cover a similar participant headcount to Fox Valley Ophthalmology Employees' 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Houston Vehicle Leasing 401(k) Plan in TX (41 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 362744703.

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.