401(k) · DOL Form 5500 · 2024

Dennis Sommer, O.D. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 5
Participants Small participant base: 33rd
Percentile by assets National rank: $570,619
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Family Vision Care Retirement Plan · Sponsored by Dennis Sommer, O.D. · Indiana · Healthcare & Social Assistance

$3M in assets, 5 participants

Dennis Sommer, O.D.'s Family Vision Care Retirement Plan reported $3M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

#5,655 in Healthcare & Social Assistance (16,916 peers)

Dennis Sommer, O.D. multi-year trail

Dennis Sommer, O.D.'s plans moved +55.6% in assets from 2022 to 2024; this filing shows Family Vision Care Retirement Plan at $3M / 5 participants.

#5,655
in Healthcare & Social Assistance (16,916 peers): +22.6%
assets growth YoY

Family Vision Care Retirement Plan among the smaller filed plans by assets

Family Vision Care Retirement Plan vs every filed plan by assets

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

$2,853,097 33rd percentile higher than 33% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Family Vision Care Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Vision Care Retirement Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Family Vision Care Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Family Vision Care Retirement Plan reported net income rose from $494K in the plan year 2023 filing to $525K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 351642799 · Dennis Sommer, O.D. PY 2024 · 401(k)

Family Vision Care Retirement Plan · $3M · 5 · 33rd

BOY $3M
SCH 5
EBSA 33rd
PART 401(k)
TYPE near Found Health Inc. 401(k)
NET ind #5655

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 Indiana →

End-of-year total assets ($M) among Family Vision Care Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Dennis Sommer, O.D. multi-year asset trail

Latest sponsor-wide plan assets: $3M 55.561474408744736% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$2M
2023	1	5	$2M
2024	1	5	$3M

Dennis Sommer, O.D. filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$525K
Employer EIN	351642799
Plan Effective Date	1986-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Family Vision Care Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $13.1B · 19,977
Elevance Health 401(k) Plan $12.1B · 73,120
Cummins Retirement and Savings Plan $6.4B · 30,272
Iu Health 401(k) Savings Plan $4.5B · 38,460
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385

Compare Family Vision Care Retirement Plan side-by-side with 3 peers →

Family Vision Care Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Found Health Inc. 401(k) in FL ($3M); by covered participants it is Manzanita Private Investment Corporation 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Found Health Inc. 401(k) (FL) $3M · 186
Baychem, Inc. 401(k) Plan (CA) $3M · 6
Binetti & Feerick Cpa's, P.a. Profit Sharing Plan (NJ) $3M · 3
Formel D USA, Inc 401(k) Profit Sharing Plan (SC) $3M · 334

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
K&k Se 401(k) Plan (CA) 5 · 0 off
Fallon Holdings, Inc. 401(k) Plan (KY) 5 · 0 off

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 Family Vision Care Retirement Plan assets move in 2024? ▼

Family Vision Care Retirement Plan grew sharply - up 22.6% during 2024, from $2M to $3M. Reported net income was $525K.

How have Dennis Sommer, O.D. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Dennis Sommer, O.D.'s sponsor-wide assets grew 55.6%, from $2M to $3M.

Which 401(k) plans are similar in size to Family Vision Care Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Found Health Inc. 401(k) in FL ($3M, 186 participants).

Which 401(k) plans cover a similar participant headcount to Family Vision Care Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Manzanita Private Investment Corporation 401(k) Plan in TX (5 participants, $2M 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 351642799.