401(k) · DOL Form 5500 · 2023

Iridex Corporation 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
128
Participants Small participant base
78th
Percentile by assets National rank
$215,712
Avg per participant Above avg balance/head
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Official DOL plan name: Iridex Corporation Profit Sharing/401(k) Plan · Sponsored by Iridex Corporation · California · Manufacturing

$28M in assets, 128 participants

Iridex Corporation's Iridex Corporation Profit Sharing/401(k) Plan reported $28M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,007 in Manufacturing (18,722 peers)

Coverage in California

Iridex Corporation Profit Sharing/401(k) Plan covers 128 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $28M.

#13,007
in Manufacturing (18,722 peers)
+16.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Iridex Corporation Profit Sharing/401(k) Plan's outsized position by total assets

Iridex Corporation Profit Sharing/401(k) Plan vs every filed plan by assets

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

$27,611,106 Top 22% higher than 78% 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

Iridex Corporation Profit Sharing/401(k) 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. Iridex Corporation Profit Sharing/401(k) Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iridex Corporation Profit Sharing/401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Iridex Corporation Profit Sharing/401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Iridex Corporation Profit Sharing/401(k) Plan reported participants rose from 117 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770210467 · Iridex Corporation PY 2023 · 401(k)

Iridex Corporation Profit Sharing/401(k) Plan · $28M · 128 · 78th

  • NET $28M
  • BOOK 128
  • VS-ST 78th
  • BOY 401(k)
  • SCH near Ultralife Corporation 401(k) Plan
  • EBSA ind #13007

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 Manufacturing retirement plans → · Plans in California →

Iridex Corporation Profit Sharing/401(k) Plan in the asset neighbourhood

Arrivia, Inc. 401(k) Plan$28MIridex Corporation Profit Sharing/401(k) PlanIridex Corporation Profit Sh…$28MUltralife Corporation 401(k) PlanUltralife Corporation 401(k)…$28MMcnc Retirement Plan$28MDs Graphics Employee Savings 401(k) PlanDs Graphics Employee Savings…$28M
End-of-year total assets ($M) among Iridex Corporation Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN770210467
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iridex Corporation)

Sponsor-wide plan assets over time

All Iridex Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$29M 21.801302699719844% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.7M $28.9M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 117 $24M
2023 1 128 $28M
2024 1 111 $29M

Nearby 401(k) Plans in California

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

Iridex Corporation Profit Sharing/401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Iridex Corporation Profit Sharing/401(k) Plan, Total assets ($B): 0.027611106 · Participants: 128Iridex Corporation Profit Sharing/401(k) 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
Iridex Corporation Profit Sharing/401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Iridex Corporation Profit Sharing/401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Ultralife Corporation 401(k) Plan in NY ($28M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Iridex Corporation Profit Sharing/401(k) Plan assets move in 2023? ▼
Iridex Corporation Profit Sharing/401(k) Plan grew sharply - up 16.4% during 2023, from $24M to $28M. Reported net income was $4M.
How have Iridex Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iridex Corporation's sponsor-wide assets grew 21.8%, from $24M to $29M.
Where does Iridex Corporation Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Iridex Corporation Profit Sharing/401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Iridex Corporation Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ultralife Corporation 401(k) Plan in NY ($28M, 240 participants).
Which 401(k) plans cover a similar participant headcount to Iridex Corporation Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 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 770210467.

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.