401(k) · DOL Form 5500 · 2024
American Optometric Association 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $221,843
- Avg per participant Above avg balance/head
Official DOL plan name: Aoa 401(k) Plan · Sponsored by American Optometric Association · Missouri · Healthcare & Social Assistance
$17M in assets, 75 participants
American Optometric Association's Aoa 401(k) Plan reported $17M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #12,104 in Healthcare & Social Assistance (16,916 peers)
American Optometric Association multi-year trail
American Optometric Association's plans moved +35.8% in assets from 2022 to 2024; this filing shows Aoa 401(k) Plan at $17M / 75 participants.
- #12,104
- in Healthcare & Social Assistance (16,916 peers)
- +15.2%
- assets growth YoY
Aoa 401(k) Plan's outsized position by total assets
Aoa 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,638,219 Top 33% higher than 67% 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
Aoa 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. Aoa 401(k) Plan is a small filing (75 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aoa 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Aoa 401(k) Plan reported participants rose from 74 in the plan year 2023 filing to 75 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 430684708 · American Optometric Association PY 2024 · 401(k)
Aoa 401(k) Plan · $17M · 75 · 67th
- EOY $17M
- EOY 75
- EOY 67th
- EOY 401(k)
- EOY near The Flippen Group Retirement Plan
- EOY ind #12104
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 Missouri →
Aoa 401(k) Plan in the asset neighbourhood
American Optometric Association multi-year asset trail
Sponsor-wide plan assets over time
All American Optometric Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 35.79562431742948% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 73 | $12M |
| 2023 | 1 | 74 | $14M |
| 2024 | 1 | 75 | $17M |
American Optometric Association filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 430684708 |
| Plan Effective Date | 1979-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Aoa 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is The Flippen Group Retirement Plan in TX ($17M); by covered participants it is Peppers Automotive Group 401(k) Plan in TN (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- The Flippen Group Retirement Plan (TX) $17M · 201
- Legacy.Com 401(k) Plan (IL) $17M · 200
- C&c Sales, Inc. Profit Sharing Plan (KS) $17M · 163
- Partnership for Public Service 401(k) Plan (DC) $17M · 124
Similar participant headcount
Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.
- Peppers Automotive Group 401(k) Plan (TN) 75 · 0 off
- Aisle Rocket Retirement Plan (IL) 75 · 0 off
- Ampco Contracting, Inc. 401(k) Prevailing Wage Plan (CA) 75 · 0 off
- Alliant Systems, LLC 401(k) Retirement Plan (OR) 75 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.