401(k) · DOL Form 5500 · 2024
Family Optometric Associates P 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $54,702
- Avg per participant Low balance/head
Official DOL plan name: Family Optometric Associates P 401(k) Profit Sharing Plan & Trust · Sponsored by Family Optometric Associates P · Maryland · Healthcare & Social Assistance
$1M in assets, 27 participants
Family Optometric Associates P's Family Optometric Associates P 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #3,933 in Healthcare & Social Assistance (16,916 peers)
Family Optometric Associates P multi-year trail
Family Optometric Associates P's plans moved +11.6% in assets from 2022 to 2024; this filing shows Family Optometric Associates P 401(k) Profit Sharing Plan & Trust at $1M / 27 participants.
- #3,933
- in Healthcare & Social Assistance (16,916 peers)
- -13.8%
- assets change YoY
The plan reported a net loss of $237K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Family Optometric Associates P 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Family Optometric Associates P 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,476,948 26th percentile higher than 26% 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 Optometric Associates P 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Optometric Associates P 401(k) Profit Sharing Plan & Trust is a small filing (27 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Family Optometric Associates P 401(k) Profit Sharing Plan & Trust reported net income fell from $390K in the plan year 2023 filing to -$237K in the plan year 2024 filing.
- Family Optometric Associates P 401(k) Profit Sharing Plan & Trust reported participants rose from 17 in the plan year 2023 filing to 27 in the plan year 2024 filing.
- Family Optometric Associates P 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 521953946 · Family Optometric Associates P PY 2024 · 401(k)
Family Optometric Associates P 401(k) Profit Sharing Plan & Trust · $1M · 27 · 26th
- 5500 $1M
- 5500 27
- 5500 26th
- 5500 401(k)
- 5500 near Pv Rentals LLC 401(k) Profit Sharing Plan & Trust
- 5500 ind #3933
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 Maryland →
Family Optometric Associates P 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Family Optometric Associates P multi-year asset trail
Sponsor-wide plan assets over time
All Family Optometric Associates P plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 11.57142975851527% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $1M |
| 2023 | 1 | 17 | $2M |
| 2024 | 1 | 27 | $1M |
Family Optometric Associates P filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$237K |
| Employer EIN | 521953946 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Family Optometric Associates P 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Pv Rentals LLC 401(k) Profit Sharing Plan & Trust in TX ($1M); by covered participants it is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (27 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.