401(k) · DOL Form 5500 · 2024
Eye Physicians & Surgeons Sc 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $339,562
- Avg per participant High balance/head
Official DOL plan name: Eye Physicians & Surgeons Sc 401(k) Profit Sharing Plan and Trust · Sponsored by Eye Physicians & Surgeons Sc · Wisconsin · Healthcare & Social Assistance
$11M in assets, 32 participants
Eye Physicians & Surgeons Sc's Eye Physicians & Surgeons Sc 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #10,650 in Healthcare & Social Assistance (16,916 peers)
Eye Physicians & Surgeons Sc multi-year trail
Eye Physicians & Surgeons Sc's plans moved +38.3% in assets from 2022 to 2024; this filing shows Eye Physicians & Surgeons Sc 401(k) Profit Sharing Plan and Trust at $11M / 32 participants.
- #10,650
- in Healthcare & Social Assistance (16,916 peers)
- +14.4%
- assets growth YoY
Eye Physicians & Surgeons Sc 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Eye Physicians & Surgeons Sc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,865,986 Top 42% higher than 58% 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
Eye Physicians & Surgeons Sc 401(k) Profit Sharing Plan and 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. Eye Physicians & Surgeons Sc 401(k) Profit Sharing Plan and Trust is a small filing (32 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Eye Physicians & Surgeons Sc 401(k) Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Eye Physicians & Surgeons Sc 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Eye Physicians & Surgeons Sc 401(k) Profit Sharing Plan and Trust reported participants rose from 31 in the plan year 2023 filing to 32 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391742928 · Eye Physicians & Surgeons Sc PY 2024 · 401(k)
Eye Physicians & Surgeons Sc 401(k) Profit Sharing Plan and Trust · $11M · 32 · 58th
- EOY $11M
- EOY 32
- EOY 58th
- EOY 401(k)
- EOY near Nysmith School for the Gifted, Inc. 401(k) Plan
- EOY ind #10650
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 Wisconsin →
Eye Physicians & Surgeons Sc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Eye Physicians & Surgeons Sc multi-year asset trail
Sponsor-wide plan assets over time
All Eye Physicians & Surgeons Sc plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 38.308640724450036% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 32 | $8M |
| 2023 | 1 | 31 | $9M |
| 2024 | 1 | 32 | $11M |
Eye Physicians & Surgeons Sc filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 391742928 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Eye Physicians & Surgeons Sc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Nysmith School for the Gifted, Inc. 401(k) Plan in VA ($11M); by covered participants it is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Nysmith School for the Gifted, Inc. 401(k) Plan (VA) $11M · 167
- Community Bancorp of Louisiana Inc. Retirement Plan (LA) $11M · 135
- Kett Engineering Corporation Retirement Plan (CA) $11M · 511
- Worth Ross 401(k) Plan (TX) $11M · 487
Similar participant headcount
Nearest other-state filings by covered participants (32 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.