401(k) · DOL Form 5500 · 2024

Northwest Optometry Group, P.a. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
38
Participants Small participant base
41st
Percentile by assets National rank
$124,126
Avg per participant Near avg balance/head
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Official DOL plan name: Northwest Optometry Group, 401(k) Plan · Sponsored by Northwest Optometry Group, P.a. · New Jersey · Healthcare & Social Assistance

$5M in assets, 38 participants

Northwest Optometry Group, P.a.'s Northwest Optometry Group, 401(k) Plan reported $5M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,391 in Healthcare & Social Assistance (16,916 peers)

Northwest Optometry Group, P.a. multi-year trail

Northwest Optometry Group, P.a.'s plans moved +47.5% in assets from 2022 to 2024; this filing shows Northwest Optometry Group, 401(k) Plan at $5M / 38 participants.

#7,391
in Healthcare & Social Assistance (16,916 peers)
+18.2%
assets growth YoY

Northwest Optometry Group, 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Northwest Optometry Group, 401(k) Plan vs every filed plan by assets

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

$4,716,792 41st percentile higher than 41% 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

Northwest Optometry Group, 401(k) 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. Northwest Optometry Group, 401(k) Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northwest Optometry Group, 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Northwest Optometry Group, 401(k) Plan reported participants rose from 35 in the plan year 2023 filing to 38 in the plan year 2024 filing.
  • Northwest Optometry Group, 401(k) Plan reported net income fell from $794K in the plan year 2023 filing to $726K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 222780791 · Northwest Optometry Group, P.a. PY 2024 · 401(k)

Northwest Optometry Group, 401(k) Plan · $5M · 38 · 41st

  • VS-ST $5M
  • VS-ST 38
  • VS-ST 41st
  • VS-ST 401(k)
  • VS-ST near Gsf USA, Inc. 401(k) Retirement Plan
  • VS-ST ind #7391

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 New Jersey →

Northwest Optometry Group, 401(k) Plan in the asset neighbourhood

Northwest Optometry Group, 401(k) PlanNorthwest Optometry Group, 4…$5MGsf USA, Inc. 401(k) Retirement PlanGsf USA, Inc. 401(k) Retirem…$5MVictoria Moore, D.D.S. 401(k) Profit Sharing PlanVictoria Moore, D.D.S. 401(k…$5MBoston Boatworks, LLC 401(k) PlanBoston Boatworks, LLC 401(k)…$5MFamilies United Network 401(k) PlanFamilies United Network 401(…$5M
End-of-year total assets ($M) among Northwest Optometry Group, 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Northwest Optometry Group, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Northwest Optometry Group, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 47.535205760789125% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.2M $4.72M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 37 $3M
2023 1 35 $4M
2024 1 38 $5M

Northwest Optometry Group, P.a. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$726K
Employer EIN222780791
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Northwest Optometry Group, 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Northwest Optometry Group, 401(k) Plan, Total assets ($B): 0.004716792 · Participants: 38Northwest Optometry Group, 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Northwest Optometry Group, 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Northwest Optometry Group, 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Gsf USA, Inc. 401(k) Retirement Plan in IN ($5M); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Northwest Optometry Group, 401(k) Plan assets move in 2024?
Northwest Optometry Group, 401(k) Plan grew sharply - up 18.2% during 2024, from $4M to $5M. Reported net income was $726K.
How have Northwest Optometry Group, P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), Northwest Optometry Group, P.a.'s sponsor-wide assets grew 47.5%, from $3M to $5M.
Which 401(k) plans are similar in size to Northwest Optometry Group, 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Gsf USA, Inc. 401(k) Retirement Plan in IN ($5M, 1,567 participants).
Which 401(k) plans cover a similar participant headcount to Northwest Optometry Group, 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants, $24M in assets).