401(k) · DOL Form 5500 · 2024

Simon Eye Management LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
151
Participants Small participant base
43rd
Percentile by assets National rank
$34,390
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Simon Eye Management LLC · Delaware · Healthcare & Social Assistance

$5M in assets, 151 participants

Simon Eye Management LLC's Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #7,764 in Healthcare & Social Assistance (16,916 peers)

Coverage in Delaware

Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust covers 151 participants in Delaware, about 28% of the average Delaware filer (state average ~536 per filing). Assets: $5M.

#7,764
in Healthcare & Social Assistance (16,916 peers)
+33.0%
assets growth YoY

Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,192,944 43rd percentile higher than 43% of 123,620 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 2024

Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 166 in the plan year 2023 filing to 151 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 832231457 · Simon Eye Management LLC PY 2024 · 401(k)

Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust · $5M · 151 · 43rd

  • VS-ST $5M
  • VS-ST 151
  • VS-ST 43rd
  • VS-ST 401(k)
  • VS-ST near Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust
  • VS-ST ind #7764

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 Delaware →

Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Simon Eye Management LLC 401(k) Profit Sharing Plan & TrustSimon Eye Management LLC 401…$5MSamuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and TrustSamuel C. Schwartz, M.D., F.…$5MWright Hailey & Russell PLLC 401(k) PlanWright Hailey & Russell PLLC…$5MAlchemy Insights, Inc. 401(k) PlanAlchemy Insights, Inc. 401(k…$5MFreealliance.Com LLC 401(k) Profit Sharing Plan & TrustFreealliance.Com LLC 401(k) …$5M
End-of-year total assets ($M) among Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Delaware filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN832231457
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simon Eye Management LLC)

Sponsor-wide plan assets over time

All Simon Eye Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 131.98739854187963% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.5M $15.1M ▲ +132.0%
Year Plans Participants Total Assets
2022 1 175 $7M
2023 1 166 $9M
2024 2 339 $15M

Nearby 401(k) Plans in Delaware

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

Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246810 Total assets ($B) Participants Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005192944 · Participants: 151Simon Eye Management LLC 401(k) Profit Sharing Plan & TrustAstrazeneca Savings and Security Plan, Total assets ($B): 8.644002344 · Participants: 17175Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 7.020466008 · Participants: 9658Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.411317052 · Participants: 9391Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 2.009619555 · Participants: 8887Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.306775357 · Participants: 1405Ashland Employee Savings Plan
Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust in IL ($5M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust surged - up 33.0% during 2024, from $4M to $5M. Reported net income was $1M.
How have Simon Eye Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simon Eye Management LLC's sponsor-wide assets grew 132.0%, from $7M to $15M.
Which 401(k) plans are similar in size to Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust in IL ($5M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Liberty Power Corp, LLC 401(k) in FL (151 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832231457.

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.