401(k) · DOL Form 5500 · 2023

Valley Eye Associates 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
153
Participants Small participant base
46th
Percentile by assets National rank
$36,380
Avg per participant Low balance/head
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Official DOL plan name: Valley Eye Associates 401(k) Retirement Savings Plan · Sponsored by Valley Eye Associates · Wisconsin · Healthcare & Social Assistance

$6M in assets, 153 participants

Valley Eye Associates's Valley Eye Associates 401(k) Retirement Savings Plan reported $6M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,006 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Valley Eye Associates 401(k) Retirement Savings Plan covers 153 participants in Wisconsin, about 27% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.

#9,006
in Healthcare & Social Assistance (17,684 peers)
+39.9%
assets growth YoY

Valley Eye Associates 401(k) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Valley Eye Associates 401(k) Retirement Savings Plan vs every filed plan by assets

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

$5,566,129 46th percentile higher than 46% 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

Valley Eye Associates 401(k) Retirement Savings 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. Valley Eye Associates 401(k) Retirement Savings Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Eye Associates 401(k) Retirement Savings Plan reported net income rose from -$116K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Valley Eye Associates 401(k) Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Valley Eye Associates 401(k) Retirement Savings Plan reported participants rose from 119 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391791932 · Valley Eye Associates PY 2023 · 401(k)

Valley Eye Associates 401(k) Retirement Savings Plan · $6M · 153 · 46th

  • EBSA $6M
  • EBSA 153
  • EBSA 46th
  • EBSA 401(k)
  • EBSA near Shoun Bach 401(k) Plan
  • EBSA ind #9006

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 Wisconsin →

Valley Eye Associates 401(k) Retirement Savings Plan in the asset neighbourhood

Valley Eye Associates 401(k) Retirement Savings PlanValley Eye Associates 401(k)…$6MShoun Bach 401(k) Plan$6MA & W Energy 401(k) Plan$6MDave Wright Nissan Subaru, Inc. 401(k) PlanDave Wright Nissan Subaru, I…$6MResidential Opportunities, Incorporated Tax Sheltered 403(b) PlanResidential Opportunities, I…$6M
End-of-year total assets ($M) among Valley Eye Associates 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN391791932
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Eye Associates)

Sponsor-wide plan assets over time

All Valley Eye Associates plans reported in each filing year

Latest sponsor-wide plan assets
$17K 99.56789634740208% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $3.98M $0.02M ▼ -99.5%
Year Plans Participants Total Assets
2022 1 119 $4M
2023 1 153 $6M
2024 1 140 $17K

Nearby 401(k) Plans in Wisconsin

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

Valley Eye Associates 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Valley Eye Associates 401(k) Retirement Savings Plan, Total assets ($B): 0.005566129 · Participants: 153Valley Eye Associates 401(k) Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Valley Eye Associates 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Valley Eye Associates 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Shoun Bach 401(k) Plan in VA ($6M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Valley Eye Associates 401(k) Retirement Savings Plan assets move in 2023? ▼
Valley Eye Associates 401(k) Retirement Savings Plan surged - up 39.9% during 2023, from $4M to $6M. Reported net income was $2M.
How have Valley Eye Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Eye Associates's sponsor-wide assets declined 99.6%, from $4M to $17K.
Which 401(k) plans are similar in size to Valley Eye Associates 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shoun Bach 401(k) Plan in VA ($6M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Valley Eye Associates 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 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 391791932.

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.