401(k) · DOL Form 5500 · 2023

Refac Optical Group 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
1,108
Participants Near avg headcount
74th
Percentile by assets National rank
$19,408
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Refac Optical Group 401(k) Plan · Sponsored by Refac Optical Group · New Jersey · Healthcare & Social Assistance

$22M in assets, 1,108 participants

Refac Optical Group's Refac Optical Group 401(k) Plan reported $22M in total assets and 1,108 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,821 in Healthcare & Social Assistance (17,684 peers)

Refac Optical Group multi-year trail

Refac Optical Group's plans moved +10.4% in assets from 2022 to 2024; this filing shows Refac Optical Group 401(k) Plan at $22M / 1,108 participants.

#13,821
in Healthcare & Social Assistance (17,684 peers)
+6.6%
assets growth YoY

Refac Optical Group 401(k) Plan's outsized position by total assets

Refac Optical Group 401(k) Plan vs every filed plan by assets

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

$21,504,172 Top 26% higher than 74% 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

Refac Optical Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Refac Optical Group 401(k) Plan lands in the large band (1,108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Refac Optical Group 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Refac Optical Group 401(k) Plan reported participants rose from 780 in the plan year 2022 filing to 1,108 in the plan year 2023 filing.
  • Refac Optical Group 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131681234 · Refac Optical Group PY 2023 · 401(k)

Refac Optical Group 401(k) Plan · $22M · 1,108 · 74th

  • BOOK $22M
  • BOOK 1,108
  • BOOK 74th
  • BOOK 401(k)
  • BOOK near Neighborhood Credit Union 401(k) Plan and Trust
  • BOOK ind #13821

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 New Jersey →

Refac Optical Group 401(k) Plan in the asset neighbourhood

Cyrus Capital Partners, L.P. Incentive Savings PlanCyrus Capital Partners, L.P.…$22MInovar Packaging Group, LLC 401(k) Profit Sharing PlanInovar Packaging Group, LLC …$22MRefac Optical Group 401(k) PlanRefac Optical Group 401(k) P…$22MNeighborhood Credit Union 401(k) Plan and TrustNeighborhood Credit Union 40…$22MSomero Enterprises, Inc 401(k) Profit Sharing Plan and TrustSomero Enterprises, Inc 401(…$22M
End-of-year total assets ($M) among Refac Optical Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Refac Optical Group multi-year asset trail

Sponsor-wide plan assets over time

All Refac Optical Group plans reported in each filing year

Latest sponsor-wide plan assets
$22M 10.444081206355937% vs 2022
2024 filing year
$19M$20M$21M$22M$23M 202220232024 $20.2M $22.3M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 780 $20M
2023 1 1,108 $22M
2024 1 699 $22M

Refac Optical Group filing trail (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN131681234
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Refac Optical Group 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Refac Optical Group 401(k) Plan, Total assets ($B): 0.021504172 · Participants: 1108Refac Optical Group 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Refac Optical Group 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Refac Optical Group 401(k) Plan side-by-side with 3 peers →

Refac Optical Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Neighborhood Credit Union 401(k) Plan and Trust in TX ($22M); by covered participants it is Quaker Houghton Retirement Savings Plan in PA (1,108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,108 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 Refac Optical Group 401(k) Plan assets move in 2023? ▼
Refac Optical Group 401(k) Plan grew at a solid clip - up 6.6% during 2023, from $20M to $22M. Reported net income was $1M.
How have Refac Optical Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Refac Optical Group's sponsor-wide assets grew 10.4%, from $20M to $22M.
Which 401(k) plans are similar in size to Refac Optical Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neighborhood Credit Union 401(k) Plan and Trust in TX ($22M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Refac Optical Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quaker Houghton Retirement Savings Plan in PA (1,108 participants, $252M 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 131681234.

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.