401(k) · DOL Form 5500 · 2024

Edmund Optics, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
371
Participants Below avg headcount
83rd
Percentile by assets National rank
$121,519
Avg per participant Near avg balance/head
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Official DOL plan name: Edmund Optics, Inc. 401(k) Savings Retirement Plan · Sponsored by Edmund Optics, Inc. · New Jersey · Manufacturing

$45M in assets, 371 participants

Edmund Optics, Inc.'s Edmund Optics, Inc. 401(k) Savings Retirement Plan reported $45M in total assets and 371 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #13,496 in Manufacturing (17,777 peers)

Coverage in New Jersey

Edmund Optics, Inc. 401(k) Savings Retirement Plan covers 371 participants in New Jersey, about 44% of the average New Jersey filer (state average ~844 per filing). Assets: $45M.

#13,496
in Manufacturing (17,777 peers)
+15.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Edmund Optics, Inc. 401(k) Savings Retirement Plan's outsized position by total assets

Edmund Optics, Inc. 401(k) Savings Retirement Plan vs every filed plan by assets

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

$45,083,666 Top 17% higher than 83% 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

Edmund Optics, Inc. 401(k) Savings Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edmund Optics, Inc. 401(k) Savings Retirement Plan sits mid-pack in the medium band (371 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edmund Optics, Inc. 401(k) Savings Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Edmund Optics, Inc. 401(k) Savings Retirement Plan end-of-year assets rose from $39M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Edmund Optics, Inc. 401(k) Savings Retirement Plan reported participants fell from 381 in the plan year 2023 filing to 371 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 223684196 · Edmund Optics, Inc. PY 2024 · 401(k)

Edmund Optics, Inc. 401(k) Savings Retirement Plan · $45M · 371 · 83rd

  • VS-ST $45M
  • VS-ST 371
  • VS-ST 83rd
  • VS-ST 401(k)
  • VS-ST near John H. Carter Co., Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #13496

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 New Jersey →

Edmund Optics, Inc. 401(k) Savings Retirement Plan in the asset neighbourhood

Christensen Farms & Feedlots, Inc. 401(k) Profit Sharing PlanChristensen Farms & Feedlots…$45MSouth Texas Oncology & Hematology, PLLC 401(k) Profit Sharing PlanSouth Texas Oncology & Hemat…$45MEdmund Optics, Inc. 401(k) Savings Retirement PlanEdmund Optics, Inc. 401(k) S…$45MJohn H. Carter Co., Inc. 401(k) Profit Sharing PlanJohn H. Carter Co., Inc. 401…$45MGorbel, Inc. 401(k) Employee Savings and Retirement PlanGorbel, Inc. 401(k) Employee…$45M
End-of-year total assets ($M) among Edmund Optics, Inc. 401(k) Savings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN223684196
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edmund Optics, Inc.)

Sponsor-wide plan assets over time

All Edmund Optics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 48.43157164630447% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.4M $45.1M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 354 $30M
2023 1 381 $39M
2024 1 371 $45M

Nearby 401(k) Plans in New Jersey

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

Edmund Optics, Inc. 401(k) Savings Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Edmund Optics, Inc. 401(k) Savings Retirement Plan, Total assets ($B): 0.045083666 · Participants: 371Edmund Optics, Inc. 401(k) Savings Retirement 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
Edmund Optics, Inc. 401(k) Savings Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Edmund Optics, Inc. 401(k) Savings Retirement Plan side-by-side with 3 peers →

Edmund Optics, Inc. 401(k) Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is John H. Carter Co., Inc. 401(k) Profit Sharing Plan in LA ($45M); by covered participants it is Cfan Company Retirement/Savings Plan in TX (371 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (371 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 Edmund Optics, Inc. 401(k) Savings Retirement Plan assets move in 2024? ▼
Edmund Optics, Inc. 401(k) Savings Retirement Plan grew sharply - up 15.6% during 2024, from $39M to $45M. Reported net income was $6M.
How have Edmund Optics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edmund Optics, Inc.'s sponsor-wide assets grew 48.4%, from $30M to $45M.
Where does Edmund Optics, Inc. 401(k) Savings Retirement Plan rank by assets among Form 5500 filers? ▼
Edmund Optics, Inc. 401(k) Savings Retirement Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Edmund Optics, Inc. 401(k) Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is John H. Carter Co., Inc. 401(k) Profit Sharing Plan in LA ($45M, 719 participants).
Which 401(k) plans cover a similar participant headcount to Edmund Optics, Inc. 401(k) Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cfan Company Retirement/Savings Plan in TX (371 participants, $39M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 223684196.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.