401(k) · DOL Form 5500 · 2023

Harvard Eye Associates, a Medica 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
109
Participants Small participant base
54th
Percentile by assets National rank
$75,919
Avg per participant Below avg balance/head
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Official DOL plan name: Harvard Eye Associates 401(k) Profit Sharing Plan · Sponsored by Harvard Eye Associates, a Medica · California · Healthcare & Social Assistance

$8M in assets, 109 participants

Harvard Eye Associates, a Medica's Harvard Eye Associates 401(k) Profit Sharing Plan reported $8M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,626 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Harvard Eye Associates 401(k) Profit Sharing Plan covers 109 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $8M.

#10,626
in Healthcare & Social Assistance (17,684 peers)
+34.8%
assets growth YoY

Harvard Eye Associates 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Harvard Eye Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,275,147 Top 46% higher than 54% 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

Harvard Eye Associates 401(k) Profit Sharing 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. Harvard Eye Associates 401(k) Profit Sharing Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harvard Eye Associates 401(k) Profit Sharing Plan reported net income rose from -$829K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Harvard Eye Associates 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Harvard Eye Associates 401(k) Profit Sharing Plan reported participants rose from 98 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953873981 · Harvard Eye Associates, a Medica PY 2023 · 401(k)

Harvard Eye Associates 401(k) Profit Sharing Plan · $8M · 109 · 54th

  • IND $8M
  • IND 109
  • IND 54th
  • IND 401(k)
  • IND near Artemis Healthcare , Inc. 401(k) Plan
  • IND ind #10626

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 →

Harvard Eye Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Harvard Eye Associates 401(k) Profit Sharing PlanHarvard Eye Associates 401(k…$8MArtemis Healthcare , Inc. 401(k) PlanArtemis Healthcare , Inc. 40…$8MAptitude Software, Inc. 401(k) PlanAptitude Software, Inc. 401(…$8MCroy Engineering, LLC 401(k) Profit Sharing PlanCroy Engineering, LLC 401(k)…$8MHamilton Exhibits, LLC 401(k) PlanHamilton Exhibits, LLC 401(k…$8M
End-of-year total assets ($M) among Harvard Eye Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN953873981
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harvard Eye Associates, a Medica)

Sponsor-wide plan assets over time

All Harvard Eye Associates, a Medica plans reported in each filing year

Latest sponsor-wide plan assets
$9M 42.87594776576608% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.14M $8.77M ▲ +42.8%
Year Plans Participants Total Assets
2022 1 98 $6M
2023 1 109 $8M
2024 1 104 $9M

Nearby 401(k) Plans in California

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

Harvard Eye Associates 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 ($B) Participants Harvard Eye Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.008275147 · Participants: 109Harvard Eye Associates 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
Harvard Eye Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Harvard Eye Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Harvard Eye Associates 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 Artemis Healthcare , Inc. 401(k) Plan in TN ($8M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Harvard Eye Associates 401(k) Profit Sharing Plan assets move in 2023? ▼
Harvard Eye Associates 401(k) Profit Sharing Plan surged - up 34.8% during 2023, from $6M to $8M. Reported net income was $2M.
How have Harvard Eye Associates, a Medica plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harvard Eye Associates, a Medica's sponsor-wide assets grew 42.9%, from $6M to $9M.
Which 401(k) plans are similar in size to Harvard Eye Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Artemis Healthcare , Inc. 401(k) Plan in TN ($8M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Harvard Eye Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 953873981.

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.