401(k) · DOL Form 5500 · 2024

Eye Group of Connecticut, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
38th
Percentile by assets National rank
$248,873
Avg per participant Above avg balance/head
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Official DOL plan name: Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan · Sponsored by Eye Group of Connecticut, LLC · Connecticut · Healthcare & Social Assistance

$4M in assets, 16 participants

Eye Group of Connecticut, LLC's Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan reported $4M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,737 in Healthcare & Social Assistance (16,916 peers)

Eye Group of Connecticut, LLC multi-year trail

Eye Group of Connecticut, LLC's plans moved +12.7% in assets from 2022 to 2024; this filing shows Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan at $4M / 16 participants.

#6,737
in Healthcare & Social Assistance (16,916 peers)
-3.8%
assets change YoY

The plan reported a net loss of $156K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan vs every filed plan by assets

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

$3,981,967 38th percentile higher than 38% 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

Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan reported net income fell from $606K in the plan year 2023 filing to -$156K in the plan year 2024 filing.
  • Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan reported participants rose from 13 in the plan year 2023 filing to 16 in the plan year 2024 filing.
  • Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061587636 · Eye Group of Connecticut, LLC PY 2024 · 401(k)

Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan · $4M · 16 · 38th

  • BOY $4M
  • SCH 16
  • EBSA 38th
  • PART 401(k)
  • TYPE near Greene LLP 401(k) Plan
  • NET ind #6737

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 Connecticut →

Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan in the asset neighbourhood

Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing PlanJeffrey N. Kaplan, M.D., LLC…$4MGreene LLP 401(k) Plan$4MSouthwest Healthcare Associates, LLC Employee Savings TrustSouthwest Healthcare Associa…$4MDowntown Partnership of Baltimore, Inc. 401(k) PlanDowntown Partnership of Balt…$4MKenmore Envelope Company, Inc. Retirement and Profit Sharing PlanKenmore Envelope Company, In…$4M
End-of-year total assets ($M) among Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Eye Group of Connecticut, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Eye Group of Connecticut, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 12.738764959527524% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $3.53M $3.98M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 13 $4M
2023 1 13 $4M
2024 1 16 $4M

Eye Group of Connecticut, LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$156K
Employer EIN061587636
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan, Total assets ($B): 0.003981967 · Participants: 16Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan side-by-side with 3 peers →

Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Greene LLP 401(k) Plan in MA ($4M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

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 Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan assets move in 2024? ▼
Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan edged down modestly - down 3.8% during 2024, from $4M to $4M. Reported net income was -$156K.
How have Eye Group of Connecticut, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eye Group of Connecticut, LLC's sponsor-wide assets grew 12.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greene LLP 401(k) Plan in MA ($4M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Jeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M 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 061587636.

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.