401(k) · DOL Form 5500 · 2023

Berkeley Eye Institute, PA 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
576
Participants Below avg headcount
66th
Percentile by assets National rank
$24,282
Avg per participant Low balance/head
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Official DOL plan name: Berkeley Eye Center 401(k) Plan · Sponsored by Berkeley Eye Institute, PA · Texas · Healthcare & Social Assistance

$14M in assets, 576 participants

Berkeley Eye Institute, PA's Berkeley Eye Center 401(k) Plan reported $14M in total assets and 576 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.

  • #12,531 in Healthcare & Social Assistance (17,684 peers)

Berkeley Eye Institute, PA multi-year trail

Berkeley Eye Institute, PA's plans moved +50.4% in assets from 2022 to 2024; this filing shows Berkeley Eye Center 401(k) Plan at $14M / 576 participants.

#12,531
in Healthcare & Social Assistance (17,684 peers)
+31.6%
assets growth YoY

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

Berkeley Eye Center 401(k) Plan vs every filed plan by assets

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

$13,986,254 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

Berkeley Eye Center 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. Berkeley Eye Center 401(k) Plan sits mid-pack in the medium band (576 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berkeley Eye Center 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Berkeley Eye Center 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Berkeley Eye Center 401(k) Plan reported participants rose from 494 in the plan year 2022 filing to 576 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 432012505 · Berkeley Eye Institute, PA PY 2023 · 401(k)

Berkeley Eye Center 401(k) Plan · $14M · 576 · 66th

  • NET $14M
  • NET 576
  • NET 66th
  • NET 401(k)
  • NET near International Capital Investment Company, LLC 401(k) Plan
  • NET ind #12531

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 Texas →

Berkeley Eye Center 401(k) Plan in the asset neighbourhood

Berkeley Eye Center 401(k) PlanBerkeley Eye Center 401(k) P…$14MInternational Capital Investment Company, LLC 401(k) PlanInternational Capital Invest…$14MCheckmarx Inc 401 K Profit Sharing Plan TrustCheckmarx Inc 401 K Profit S…$14M403(b) Thrift Plan of River Hills Community Health Center403(b) Thrift Plan of River …$14MCo-Line Welding, Inc. 401(k) Retirement PlanCo-Line Welding, Inc. 401(k)…$14M
End-of-year total assets ($M) among Berkeley Eye Center 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Berkeley Eye Institute, PA multi-year asset trail

Sponsor-wide plan assets over time

All Berkeley Eye Institute, PA plans reported in each filing year

Latest sponsor-wide plan assets
$16M 50.41882328325542% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.6M $16M ▲ +50.4%
Year Plans Participants Total Assets
2022 1 494 $11M
2023 1 576 $14M
2024 1 626 $16M

Berkeley Eye Institute, PA filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN432012505
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Berkeley Eye Center 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Berkeley Eye Center 401(k) Plan, Total assets ($B): 0.013986254 · Participants: 576Berkeley Eye Center 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Berkeley Eye Center 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Berkeley Eye Center 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is International Capital Investment Company, LLC 401(k) Plan in IL ($14M); by covered participants it is Sba Defined Contribution Plan for Primis Bank in VA (576 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (576 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 Berkeley Eye Center 401(k) Plan assets move in 2023? ▼
Berkeley Eye Center 401(k) Plan surged - up 31.6% during 2023, from $11M to $14M. Reported net income was $3M.
How have Berkeley Eye Institute, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkeley Eye Institute, PA's sponsor-wide assets grew 50.4%, from $11M to $16M.
Which 401(k) plans are similar in size to Berkeley Eye Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is International Capital Investment Company, LLC 401(k) Plan in IL ($14M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Berkeley Eye Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sba Defined Contribution Plan for Primis Bank in VA (576 participants, $36M 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 432012505.

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.