401(k) · DOL Form 5500 · 2023
City Optical Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 210
- Participants Below avg headcount
- 30th
- Percentile by assets National rank
- $8,994
- Avg per participant Low balance/head
Official DOL plan name: City Optical Company, Inc. & Related Companies 401(k) Retirement Savings Plan · Sponsored by City Optical Company, Inc. · Indiana · Retail Trade
$2M in assets, 210 participants
City Optical Company, Inc.'s City Optical Company, Inc. & Related Companies 401(k) Retirement Savings Plan reported $2M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #3,527 in Retail Trade (8,414 peers)
Coverage in Indiana
City Optical Company, Inc. & Related Companies 401(k) Retirement Savings Plan covers 210 participants in Indiana, about 39% of the average Indiana filer (state average ~541 per filing). Assets: $2M.
- #3,527
- in Retail Trade (8,414 peers)
- +39.9%
- assets growth YoY
City Optical Company, Inc. & Related Companies 401(k) Retirement Savings Plan among the smaller filed plans by assets
City Optical Company, Inc. & Related Companies 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,888,824 30th percentile higher than 30% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
City Optical Company, Inc. & Related Companies 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. City Optical Company, Inc. & Related Companies 401(k) Retirement Savings Plan sits mid-pack in the medium band (210 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- City Optical Company, Inc. & Related Companies 401(k) Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $539K in the plan year 2023 filing.
- City Optical Company, Inc. & Related Companies 401(k) Retirement Savings Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- City Optical Company, Inc. & Related Companies 401(k) Retirement Savings Plan reported participants rose from 204 in the plan year 2022 filing to 210 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 351017458 · City Optical Company, Inc. PY 2023 · 401(k)
City Optical Company, Inc. & Related Companies 401(k) Retirement Savings Plan · $2M · 210 · 30th
- BOY $2M
- BOY 210
- BOY 30th
- BOY 401(k)
- BOY near Burgerworks Texas, LLC Retirement Savings Plan
- BOY ind #3527
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 Retail Trade retirement plans → · Plans in Indiana →
City Optical Company, Inc. & Related Companies 401(k) Retirement Savings Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $539K |
| Employer EIN | 351017458 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (City Optical Company, Inc.)
Sponsor-wide plan assets over time
All City Optical Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 85.02976578520037% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 204 | $1M |
| 2023 | 1 | 210 | $2M |
| 2024 | 1 | 245 | $2M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
City Optical Company, Inc. & Related Companies 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Burgerworks Texas, LLC Retirement Savings Plan in TX ($2M); by covered participants it is B.E.a.T., LLC 401(k) Plan in TX (210 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Burgerworks Texas, LLC Retirement Savings Plan (TX) $2M · 180
- Spekit, Inc. 401(k) Plan (CO) $2M · 76
- Wca 401(k) Plan (ID) $2M · 30
- Dh Software Delaware LLC 401(k) Plan () $2M · 38
Similar participant headcount
Nearest other-state filings by covered participants (210 participants); asset peers above are excluded.
- B.E.a.T., LLC 401(k) Plan (TX) 210 · 0 off
- Versa Press Inc Employees Retirement Plan and Trust (IL) 210 · 0 off
- Wec Energy Group Limited Retirement Savings Plan (WI) 210 · 0 off
- Marking Services, Inc. 401(k) Plan (WI) 210 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.