401(k) · DOL Form 5500 · 2023

Charles L Heaton, Md. PA 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
205
Participants Below avg headcount
67th
Percentile by assets National rank
$72,449
Avg per participant Below avg balance/head
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Official DOL plan name: Heaton Eye Associates Retirement Plan · Sponsored by Charles L Heaton, Md. PA · Texas · Healthcare & Social Assistance

$15M in assets, 205 participants

Charles L Heaton, Md. PA's Heaton Eye Associates Retirement Plan reported $15M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,733 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Heaton Eye Associates Retirement Plan covers 205 participants in Texas, about 30% of the average Texas filer (state average ~688 per filing). Assets: $15M.

#12,733
in Healthcare & Social Assistance (17,684 peers)
+7.3%
assets growth YoY

Heaton Eye Associates Retirement Plan's outsized position by total assets

Heaton Eye Associates Retirement Plan vs every filed plan by assets

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

$14,852,097 Top 33% higher than 67% 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

Heaton Eye Associates Retirement 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. Heaton Eye Associates Retirement Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heaton Eye Associates Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Heaton Eye Associates Retirement Plan reported participants rose from 165 in the plan year 2022 filing to 205 in the plan year 2023 filing.
  • Heaton Eye Associates Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 751986418 · Charles L Heaton, Md. PA PY 2023 · 401(k)

Heaton Eye Associates Retirement Plan · $15M · 205 · 67th

  • TYPE $15M
  • TYPE 205
  • TYPE 67th
  • TYPE 401(k)
  • TYPE near Highland Park Motors, Inc. Employees' Profit Sharing and Savings Plan
  • TYPE ind #12733

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 →

Heaton Eye Associates Retirement Plan in the asset neighbourhood

Heaton Eye Associates Retirement PlanHeaton Eye Associates Retire…$15MHighland Park Motors, Inc. Employees' Profit Sharing and Savings PlanHighland Park Motors, Inc. E…$15MCurtis Squire, Inc. Retirement Savings PlanCurtis Squire, Inc. Retireme…$15MCit, Inc. 401(k) Plan$15MHuahai US Inc 401(k) P/S Plan$15M
End-of-year total assets ($M) among Heaton Eye Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN751986418
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles L Heaton, Md. PA)

Sponsor-wide plan assets over time

All Charles L Heaton, Md. PA plans reported in each filing year

Latest sponsor-wide plan assets
$15M 7.298807020180165% vs 2022
2023 filing year
$13.5M$14M$14.5M$15M 20222023 $13.8M $14.9M ▲ +7.3%
Year Plans Participants Total Assets
2022 1 165 $14M
2023 1 205 $15M

Nearby 401(k) Plans in Texas

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

Heaton Eye Associates Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Heaton Eye Associates Retirement Plan, Total assets ($B): 0.014852097 · Participants: 205Heaton Eye Associates Retirement 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
Heaton Eye Associates Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heaton Eye Associates Retirement Plan side-by-side with 3 peers →

Heaton Eye Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Highland Park Motors, Inc. Employees' Profit Sharing and Savings Plan in IL ($15M); by covered participants it is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Heaton Eye Associates Retirement Plan assets move in 2023? ▼
Heaton Eye Associates Retirement Plan grew at a solid clip - up 7.3% during 2023, from $14M to $15M. Reported net income was $1M.
How have Charles L Heaton, Md. PA plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Charles L Heaton, Md. PA's sponsor-wide assets grew 7.3%, from $14M to $15M.
Which 401(k) plans are similar in size to Heaton Eye Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Highland Park Motors, Inc. Employees' Profit Sharing and Savings Plan in IL ($15M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Heaton Eye Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants, $1M 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 751986418.

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.