401(k) · DOL Form 5500 · 2024

Surface Optics Corp 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
32
Participants Small participant base
57th
Percentile by assets National rank
$335,421
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Surface Optics Corp 401(k) Profit Sharing Plan & Trust · Sponsored by Surface Optics Corp · California · Manufacturing

$11M in assets, 32 participants

Surface Optics Corp's Surface Optics Corp 401(k) Profit Sharing Plan & Trust reported $11M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #7,719 in Manufacturing (17,777 peers)

Surface Optics Corp multi-year trail

Surface Optics Corp's plans moved +22.2% in assets from 2022 to 2024; this filing shows Surface Optics Corp 401(k) Profit Sharing Plan & Trust at $11M / 32 participants.

#7,719
in Manufacturing (17,777 peers)
+10.9%
assets growth YoY

Surface Optics Corp 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Surface Optics Corp 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$10,733,484 Top 43% higher than 57% 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

Surface Optics Corp 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. Surface Optics Corp 401(k) Profit Sharing Plan & 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

  • Surface Optics Corp 401(k) Profit Sharing Plan & Trust reported net income rose from $898K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Surface Optics Corp 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Surface Optics Corp 401(k) Profit Sharing Plan & Trust reported participants fell from 33 in the plan year 2023 filing to 32 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 953245616 · Surface Optics Corp PY 2024 · 401(k)

Surface Optics Corp 401(k) Profit Sharing Plan & Trust · $11M · 32 · 57th

  • EIN $11M
  • EIN 32
  • EIN 57th
  • EIN 401(k)
  • EIN near Bond & Pecaro, Inc. 401(k) Retirement Plan
  • EIN ind #7719

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 Manufacturing retirement plans → · Plans in California →

Surface Optics Corp 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Surface Optics Corp 401(k) Profit Sharing Plan & TrustSurface Optics Corp 401(k) P…$11MBond & Pecaro, Inc. 401(k) Retirement PlanBond & Pecaro, Inc. 401(k) R…$11MNpc 401(k) Plan$11MGerald Jones Automotive Group 401(k) PlanGerald Jones Automotive Grou…$11MDecisionone 401(k) Plan$11M
End-of-year total assets ($M) among Surface Optics Corp 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Surface Optics Corp multi-year asset trail

Sponsor-wide plan assets over time

All Surface Optics Corp plans reported in each filing year

Latest sponsor-wide plan assets
$11M 22.197015330462957% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.78M $10.7M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 35 $9M
2023 1 33 $10M
2024 1 32 $11M

Surface Optics Corp filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN953245616
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Surface Optics Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Surface Optics Corp 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.010733484 · Participants: 32Surface Optics Corp 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Surface Optics Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Surface Optics Corp 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bond & Pecaro, Inc. 401(k) Retirement Plan in DC ($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).

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.

Frequently Asked Questions

How did Surface Optics Corp 401(k) Profit Sharing Plan & Trust assets move in 2024?
Surface Optics Corp 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 10.9% during 2024, from $10M to $11M. Reported net income was $1M.
How have Surface Optics Corp plan assets changed over time?
Across 3 plan years on file (2022-2024), Surface Optics Corp's sponsor-wide assets grew 22.2%, from $9M to $11M.
Which 401(k) plans are similar in size to Surface Optics Corp 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Bond & Pecaro, Inc. 401(k) Retirement Plan in DC ($11M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Surface Optics Corp 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 participants, N/A in assets).