401(k) · DOL Form 5500 · 2023

Morganton Eye Physicians PA 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
131
Participants Small participant base
77th
Percentile by assets National rank
$194,092
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Morganton Eye Physicians 401(k) Profit Sharing Pla · Sponsored by Morganton Eye Physicians PA · North Carolina · Healthcare & Social Assistance

$25M in assets, 131 participants

Morganton Eye Physicians PA's Morganton Eye Physicians 401(k) Profit Sharing Pla reported $25M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,208 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Morganton Eye Physicians 401(k) Profit Sharing Pla covers 131 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $25M.

#14,208
in Healthcare & Social Assistance (17,684 peers)
+4.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Morganton Eye Physicians 401(k) Profit Sharing Pla's outsized position by total assets

Morganton Eye Physicians 401(k) Profit Sharing Pla vs every filed plan by assets

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

$25,426,113 Top 23% higher than 77% 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

Morganton Eye Physicians 401(k) Profit Sharing Pla 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. Morganton Eye Physicians 401(k) Profit Sharing Pla sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morganton Eye Physicians 401(k) Profit Sharing Pla reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Morganton Eye Physicians 401(k) Profit Sharing Pla reported participants fell from 148 in the plan year 2022 filing to 131 in the plan year 2023 filing.
  • Morganton Eye Physicians 401(k) Profit Sharing Pla end-of-year assets rose from $24M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 561109834 · Morganton Eye Physicians PA PY 2023 · 401(k)

Morganton Eye Physicians 401(k) Profit Sharing Pla · $25M · 131 · 77th

  • VS-ST $25M
  • BOY 131
  • SCH 77th
  • EBSA 401(k)
  • PART near Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan
  • TYPE ind #14208

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 North Carolina →

Morganton Eye Physicians 401(k) Profit Sharing Pla in the asset neighbourhood

Morganton Eye Physicians 401(k) Profit Sharing PlaMorganton Eye Physicians 401…$25MPoms & Associates Insurance Brokers, LLC 401(k) Profit Sharing PlanPoms & Associates Insurance …$25MSaban Capital Group LLC 401(k) and Retirement PlanSaban Capital Group LLC 401(…$25MOnyx Specialty Papers, Inc. 401(k) PlanOnyx Specialty Papers, Inc. …$25MThompson & Litton 401(k) Profit Sharing PlanThompson & Litton 401(k) Pro…$25M
End-of-year total assets ($M) among Morganton Eye Physicians 401(k) Profit Sharing Pla and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN561109834
Plan Effective Date1978-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morganton Eye Physicians PA)

Sponsor-wide plan assets over time

All Morganton Eye Physicians PA plans reported in each filing year

Latest sponsor-wide plan assets
$29M 18.210275818301813% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $24.4M $28.8M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 148 $24M
2023 1 131 $25M
2024 1 140 $29M

Nearby 401(k) Plans in North Carolina

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

Morganton Eye Physicians 401(k) Profit Sharing Pla vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Morganton Eye Physicians 401(k) Profit Sharing Pla, Total assets ($B): 0.025426113 · Participants: 131Morganton Eye Physicians 401(k) Profit Sharing PlaThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Morganton Eye Physicians 401(k) Profit Sharing Pla vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Morganton Eye Physicians 401(k) Profit Sharing Pla side-by-side with 3 peers →

Morganton Eye Physicians 401(k) Profit Sharing Pla's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan in CA ($25M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Morganton Eye Physicians 401(k) Profit Sharing Pla assets move in 2023? ▼
Morganton Eye Physicians 401(k) Profit Sharing Pla edged up modestly - up 4.3% during 2023, from $24M to $25M. Reported net income was $3M.
How have Morganton Eye Physicians PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morganton Eye Physicians PA's sponsor-wide assets grew 18.2%, from $24M to $29M.
Where does Morganton Eye Physicians 401(k) Profit Sharing Pla rank by assets among Form 5500 filers? ▼
Morganton Eye Physicians 401(k) Profit Sharing Pla ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Morganton Eye Physicians 401(k) Profit Sharing Pla? ▼
Among 401(k) plans in other states, the closest by assets is Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan in CA ($25M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Morganton Eye Physicians 401(k) Profit Sharing Pla? ▼
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 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 561109834.

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.