401(k) · DOL Form 5500 · 2024

Jervey Eye Group, P.a. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
113
Participants Small participant base
67th
Percentile by assets National rank
$153,387
Avg per participant Above avg balance/head
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Official DOL plan name: Jervey Eye Group, P. a. Retirement Plan · Sponsored by Jervey Eye Group, P.a. · South Carolina · Healthcare & Social Assistance

$17M in assets, 113 participants

Jervey Eye Group, P.a.'s Jervey Eye Group, P. a. Retirement Plan reported $17M in total assets and 113 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.

  • #12,217 in Healthcare & Social Assistance (16,916 peers)

Coverage in South Carolina

Jervey Eye Group, P. a. Retirement Plan covers 113 participants in South Carolina, about 31% of the average South Carolina filer (state average ~369 per filing). Assets: $17M.

#12,217
in Healthcare & Social Assistance (16,916 peers)
-7.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jervey Eye Group, P. a. Retirement Plan's outsized position by total assets

Jervey Eye Group, P. a. Retirement Plan vs every filed plan by assets

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

$17,332,705 Top 33% higher than 67% 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

Jervey Eye Group, P. a. 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. Jervey Eye Group, P. a. Retirement Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jervey Eye Group, P. a. Retirement Plan reported net income fell from $3M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Jervey Eye Group, P. a. Retirement Plan end-of-year assets fell from $19M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Jervey Eye Group, P. a. Retirement Plan reported participants rose from 108 in the plan year 2023 filing to 113 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 570996196 · Jervey Eye Group, P.a. PY 2024 · 401(k)

Jervey Eye Group, P. a. Retirement Plan · $17M · 113 · 67th

  • IND $17M
  • IND 113
  • IND 67th
  • IND 401(k)
  • IND near Loenbro, LLC 401(k) Plan
  • IND ind #12217

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 South Carolina →

Jervey Eye Group, P. a. Retirement Plan in the asset neighbourhood

Jervey Eye Group, P. a. Retirement PlanJervey Eye Group, P. a. Reti…$17MLoenbro, LLC 401(k) Plan$17MCrean Lutheran High School 403(b) PlanCrean Lutheran High School 4…$17MJpl Video Productions, Inc. 401(k) PlanJpl Video Productions, Inc. …$17MVertos Medical, Inc. 401(k) PlanVertos Medical, Inc. 401(k) …$17M
End-of-year total assets ($M) among Jervey Eye Group, P. a. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South Carolina filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$1M
Employer EIN570996196
Plan Effective Date1994-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jervey Eye Group, P.a.)

Sponsor-wide plan assets over time

All Jervey Eye Group, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 7.61922697121694% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16.1M $17.3M ▲ +7.6%
Year Plans Participants Total Assets
2022 1 95 $16M
2023 1 108 $19M
2024 1 113 $17M

Nearby 401(k) Plans in South Carolina

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

Jervey Eye Group, P. a. Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Jervey Eye Group, P. a. Retirement Plan, Total assets ($B): 0.017332705 · Participants: 113Jervey Eye Group, P. a. Retirement PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction PlanThe Milliken Retirement Plan, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirement Plan
Jervey Eye Group, P. a. Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Jervey Eye Group, P. a. Retirement Plan side-by-side with 3 peers →

Jervey Eye Group, P. a. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Loenbro, LLC 401(k) Plan in MT ($17M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Jervey Eye Group, P. a. Retirement Plan assets move in 2024? ▼
Jervey Eye Group, P. a. Retirement Plan pulled back noticeably - down 7.8% during 2024, from $19M to $17M. Reported net income was -$1M.
How have Jervey Eye Group, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jervey Eye Group, P.a.'s sponsor-wide assets grew 7.6%, from $16M to $17M.
Which 401(k) plans are similar in size to Jervey Eye Group, P. a. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Loenbro, LLC 401(k) Plan in MT ($17M, 1,276 participants).
Which 401(k) plans cover a similar participant headcount to Jervey Eye Group, P. a. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K 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 570996196.

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.