401(k) · DOL Form 5500 · 2024

Jbear Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$922K
Total assets Small plan by assets
153
Participants Small participant base
22nd
Percentile by assets National rank
$6,025
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Woolfson Eye Institute 401(k) Plan · Sponsored by Jbear Enterprises, LLC · Georgia · Healthcare & Social Assistance

$922K in assets, 153 participants

Jbear Enterprises, LLC's Woolfson Eye Institute 401(k) Plan reported $922K in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,081 in Healthcare & Social Assistance (16,916 peers)

Coverage in Georgia

Woolfson Eye Institute 401(k) Plan covers 153 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $922K.

#3,081
in Healthcare & Social Assistance (16,916 peers)
$922K
reported net income

Woolfson Eye Institute 401(k) Plan among the smaller filed plans by assets

Woolfson Eye Institute 401(k) Plan vs every filed plan by assets

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

$921,831 22nd percentile higher than 22% 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

Woolfson Eye Institute 401(k) 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. Woolfson Eye Institute 401(k) Plan sits mid-pack in the medium band (153 participants).

Form 5500 schedule snapshot

Filing strip 582597373 · Jbear Enterprises, LLC PY 2024 · 401(k)

Woolfson Eye Institute 401(k) Plan · $922K · 153 · 22nd

  • NET $922K
  • BOOK 153
  • VS-ST 22nd
  • BOY 401(k)
  • SCH near Allied Logistics Retirement Plan
  • EBSA ind #3081

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 Georgia →

Woolfson Eye Institute 401(k) Plan in the asset neighbourhood

Woolfson Eye Institute 401(k) PlanWoolfson Eye Institute 401(k…$922KAllied Logistics Retirement PlanAllied Logistics Retirement …$922KHcdi 401(k)$922KAutism Behavioral Institute 401(k) PlanAutism Behavioral Institute …$922KCaptiva Partners, Inc. 401(k) PlanCaptiva Partners, Inc. 401(k…$922K
End-of-year total assets ($M) among Woolfson Eye Institute 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$922K
Net Income$922K
Employer EIN582597373
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Woolfson Eye Institute 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Woolfson Eye Institute 401(k) Plan, Total assets ($B): 0.000921831 · Participants: 153Woolfson Eye Institute 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Woolfson Eye Institute 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Woolfson Eye Institute 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Allied Logistics Retirement Plan in PR ($922K); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($922K here).

Similar participant headcount

Nearest other-state filings by covered participants (153 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

Where does Woolfson Eye Institute 401(k) Plan rank by assets among Form 5500 filers?
Woolfson Eye Institute 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Woolfson Eye Institute 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Allied Logistics Retirement Plan in PR ($922K, 177 participants).
Which 401(k) plans cover a similar participant headcount to Woolfson Eye Institute 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is American Guardian Warranty 401(k) Plan in IL (153 participants, N/A in assets).