401(k) · DOL Form 5500 · 2023

American Optometric Association 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
74
Participants Small participant base
66th
Percentile by assets National rank
$195,104
Avg per participant Above avg balance/head
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Official DOL plan name: Aoa 401(k) Plan · Sponsored by American Optometric Association · Missouri · Healthcare & Social Assistance

$14M in assets, 74 participants

American Optometric Association's Aoa 401(k) Plan reported $14M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,650 in Healthcare & Social Assistance (17,684 peers)

American Optometric Association multi-year trail

American Optometric Association's plans moved +35.8% in assets from 2022 to 2024; this filing shows Aoa 401(k) Plan at $14M / 74 participants.

#12,650
in Healthcare & Social Assistance (17,684 peers)
+17.8%
assets growth YoY

Aoa 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Aoa 401(k) Plan vs every filed plan by assets

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

$14,437,708 Top 34% higher than 66% 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

Aoa 401(k) 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. Aoa 401(k) Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aoa 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Aoa 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Aoa 401(k) Plan reported participants rose from 73 in the plan year 2022 filing to 74 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 430684708 · American Optometric Association PY 2023 · 401(k)

Aoa 401(k) Plan · $14M · 74 · 66th

  • IND $14M
  • IND 74
  • IND 66th
  • IND 401(k)
  • IND near Lerner Universal Corporation 401(k) Retirement Savings Plan
  • IND ind #12650

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 Missouri →

Aoa 401(k) Plan in the asset neighbourhood

Aoa 401(k) Plan$14MLerner Universal Corporation 401(k) Retirement Savings PlanLerner Universal Corporation…$14MEpstein Affiliated Companies 401(k) Pension PlanEpstein Affiliated Companies…$14MGold Star Foods 401(k) Retirement Savings PlanGold Star Foods 401(k) Retir…$14MThe Fikes Companies Profit Sharing Plan & TrustThe Fikes Companies Profit S…$14M
End-of-year total assets ($M) among Aoa 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

American Optometric Association multi-year asset trail

Sponsor-wide plan assets over time

All American Optometric Association plans reported in each filing year

Latest sponsor-wide plan assets
$17M 35.79562431742948% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $16.6M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 73 $12M
2023 1 74 $14M
2024 1 75 $17M

American Optometric Association filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN430684708
Plan Effective Date1979-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Aoa 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Aoa 401(k) Plan, Total assets ($B): 0.014437708 · Participants: 74Aoa 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Aoa 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Aoa 401(k) Plan side-by-side with 3 peers →

Aoa 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Lerner Universal Corporation 401(k) Retirement Savings Plan in MN ($14M); by covered participants it is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Aoa 401(k) Plan assets move in 2023? ▼
Aoa 401(k) Plan grew sharply - up 17.8% during 2023, from $12M to $14M. Reported net income was $2M.
How have American Optometric Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Optometric Association's sponsor-wide assets grew 35.8%, from $12M to $17M.
Which 401(k) plans are similar in size to Aoa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lerner Universal Corporation 401(k) Retirement Savings Plan in MN ($14M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Aoa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants, $37K 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 430684708.

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.