401(k) · DOL Form 5500 · 2023

Dr. Myles Josef Zakheim, O.D. Inc. Dba Optometrix 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
21
Participants Small participant base
27th
Percentile by assets National rank
$69,965
Avg per participant Below avg balance/head
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Official DOL plan name: Optometrix 401(k) Profit Sharing Plan · Sponsored by Dr. Myles Josef Zakheim, O.D. Inc. Dba Optometrix · California · Healthcare & Social Assistance

$1M in assets, 21 participants

Dr. Myles Josef Zakheim, O.D. Inc. Dba Optometrix's Optometrix 401(k) Profit Sharing Plan reported $1M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,248 in Healthcare & Social Assistance (17,684 peers)

Dr. Myles Josef Zakheim, O.D. Inc. Dba Optometrix multi-year trail

Dr. Myles Josef Zakheim, O.D. Inc. Dba Optometrix's plans moved +16.5% in assets from 2022 to 2024; this filing shows Optometrix 401(k) Profit Sharing Plan at $1M / 21 participants.

#4,248
in Healthcare & Social Assistance (17,684 peers)
+6.4%
assets growth YoY

Optometrix 401(k) Profit Sharing Plan among the smaller filed plans by assets

Optometrix 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,469,267 27th percentile higher than 27% 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

Optometrix 401(k) Profit Sharing 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. Optometrix 401(k) Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Optometrix 401(k) Profit Sharing Plan reported net income rose from -$446K in the plan year 2022 filing to $89K in the plan year 2023 filing.
  • Optometrix 401(k) Profit Sharing Plan reported participants rose from 15 in the plan year 2022 filing to 21 in the plan year 2023 filing.
  • Optometrix 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953403592 · Dr. Myles Josef Zakheim, O.D. Inc. Dba Optometrix PY 2023 · 401(k)

Optometrix 401(k) Profit Sharing Plan · $1M · 21 · 27th

  • TYPE $1M
  • NET 21
  • BOOK 27th
  • VS-ST 401(k)
  • BOY near Water Way Distributing Co, Inc 401(k) Plan
  • SCH ind #4248

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 California →

Optometrix 401(k) Profit Sharing Plan in the asset neighbourhood

Optometrix 401(k) Profit Sharing PlanOptometrix 401(k) Profit Sha…$1MWater Way Distributing Co, Inc 401(k) PlanWater Way Distributing Co, I…$1MBone Crusher Inc 401(k) Plan Dr. Kelly's Surgical UnitBone Crusher Inc 401(k) Plan…$1MMichigan Produce Haulers, Inc. 401(k) Profit Sharing PlanMichigan Produce Haulers, In…$1MNature Fresh 401(k) Plan$1M
End-of-year total assets ($M) among Optometrix 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dr. Myles Josef Zakheim, O.D. Inc. Dba Optometrix multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Myles Josef Zakheim, O.D. Inc. Dba Optometrix plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.510323842642904% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.38M $1.61M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 15 $1M
2023 1 21 $1M
2024 1 21 $2M

Dr. Myles Josef Zakheim, O.D. Inc. Dba Optometrix filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$89K
Employer EIN953403592
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Optometrix 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Optometrix 401(k) Profit Sharing Plan, Total assets ($B): 0.001469267 · Participants: 21Optometrix 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Optometrix 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Optometrix 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Water Way Distributing Co, Inc 401(k) Plan in AL ($1M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Optometrix 401(k) Profit Sharing Plan assets move in 2023? ▼
Optometrix 401(k) Profit Sharing Plan grew at a solid clip - up 6.4% during 2023, from $1M to $1M. Reported net income was $89K.
How have Dr. Myles Josef Zakheim, O.D. Inc. Dba Optometrix plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Myles Josef Zakheim, O.D. Inc. Dba Optometrix's sponsor-wide assets grew 16.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Optometrix 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Water Way Distributing Co, Inc 401(k) Plan in AL ($1M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Optometrix 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 953403592.

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.