401(k) · DOL Form 5500 · 2023

Ocusun, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
205
Participants Below avg headcount
54th
Percentile by assets National rank
$38,761
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zenni Optical 401(k) Plan · Sponsored by Ocusun, LLC · California · Wholesale Trade

$8M in assets, 205 participants

Ocusun, LLC's Zenni Optical 401(k) Plan reported $8M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,784 in Wholesale Trade (6,309 peers)

Coverage in California

Zenni Optical 401(k) Plan covers 205 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $8M.

#2,784
in Wholesale Trade (6,309 peers)
+32.8%
assets growth YoY

Zenni Optical 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

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

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

$7,946,069 Top 46% higher than 54% 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

Zenni Optical 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. Zenni Optical 401(k) Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zenni Optical 401(k) Plan reported net income rose from $977K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Zenni Optical 401(k) Plan reported participants rose from 136 in the plan year 2022 filing to 205 in the plan year 2023 filing.
  • Zenni Optical 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 263976373 · Ocusun, LLC PY 2023 · 401(k)

Zenni Optical 401(k) Plan · $8M · 205 · 54th

  • IND $8M
  • EOY 205
  • 5500 54th
  • ASSETS 401(k)
  • PCT near Torwest, Inc. 401(k) Plan
  • EIN ind #2784

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 Wholesale Trade retirement plans → · Plans in California →

Zenni Optical 401(k) Plan in the asset neighbourhood

Zenni Optical 401(k) Plan$8MTorwest, Inc. 401(k) Plan$8MDoctor's Data Inc. Profit Sharing PlanDoctor's Data Inc. Profit Sh…$8MBard Optical 401(k) Profit Sharing PlanBard Optical 401(k) Profit S…$8MComodo Group Inc 401(k) Profit Sharing Plan and TrustComodo Group Inc 401(k) Prof…$8M
End-of-year total assets ($M) among Zenni Optical 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN263976373
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ocusun, LLC)

Sponsor-wide plan assets over time

All Ocusun, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 115.07865859363513% vs 2022
2024 filing year
$5M$10M$15M 202220232024 $5.99M $12.9M ▲ +114.9%
Year Plans Participants Total Assets
2022 1 136 $6M
2023 1 205 $8M
2024 1 272 $13M

Nearby 401(k) Plans in California

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

Zenni Optical 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Zenni Optical 401(k) Plan, Total assets ($B): 0.007946069 · Participants: 205Zenni Optical 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Zenni Optical 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Zenni Optical 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Torwest, Inc. 401(k) Plan in FL ($8M); 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 ($8M 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 Zenni Optical 401(k) Plan assets move in 2023? ▼
Zenni Optical 401(k) Plan surged - up 32.8% during 2023, from $6M to $8M. Reported net income was $2M.
How have Ocusun, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ocusun, LLC's sponsor-wide assets grew 115.1%, from $6M to $13M.
Which 401(k) plans are similar in size to Zenni Optical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Torwest, Inc. 401(k) Plan in FL ($8M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Zenni Optical 401(k) 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 263976373.

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.