401(k) · DOL Form 5500 · 2024
Cherry Optical, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 231
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $68,276
- Avg per participant Below avg balance/head
Official DOL plan name: Cherry Optical Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Cherry Optical, Inc. · Wisconsin · Professional & Technical Services
$16M in assets, 231 participants
Cherry Optical, Inc.'s Cherry Optical Inc 401(k) Profit Sharing Plan & Trust reported $16M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #13,031 in Professional & Technical Services (20,173 peers)
Coverage in Wisconsin
Cherry Optical Inc 401(k) Profit Sharing Plan & Trust covers 231 participants in Wisconsin, about 41% of the average Wisconsin filer (state average ~563 per filing). Assets: $16M.
- #13,031
- in Professional & Technical Services (20,173 peers)
- +28.5%
- assets growth YoY
Cherry Optical Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Cherry Optical Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,771,641 Top 35% higher than 65% 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
Cherry Optical Inc 401(k) Profit Sharing Plan & Trust 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. Cherry Optical Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (231 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cherry Optical Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $12M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Cherry Optical Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Cherry Optical Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 219 in the plan year 2023 filing to 231 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391951550 · Cherry Optical, Inc. PY 2024 · 401(k)
Cherry Optical Inc 401(k) Profit Sharing Plan & Trust · $16M · 231 · 65th
- SCH $16M
- SCH 231
- SCH 65th
- SCH 401(k)
- SCH near Gebruder Weiss, Inc 401(k) Plan
- SCH ind #13031
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 Professional & Technical Services retirement plans → · Plans in Wisconsin →
Cherry Optical Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 391951550 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cherry Optical, Inc.)
Sponsor-wide plan assets over time
All Cherry Optical, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 86.02165033691537% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 169 | $8M |
| 2023 | 1 | 219 | $12M |
| 2024 | 1 | 231 | $16M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Cherry Optical Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Gebruder Weiss, Inc 401(k) Plan in IL ($16M); by covered participants it is Unitek College Utah, LLC 401(k) Plan in CA (231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Gebruder Weiss, Inc 401(k) Plan (IL) $16M · 186
- Fragrance Net 401(k) Plan (NY) $16M · 328
- First National Bancshares, Inc. Profit Sharing & ESOP (KS) $16M · 43
- Progressive Produce LLC 401(k) Plan (CA) $16M · 243
Similar participant headcount
Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.
- Unitek College Utah, LLC 401(k) Plan (CA) 231 · 0 off
- Bob Barker Company, Inc. 401(k) Plan (NC) 231 · 0 off
- Littleton Coin Company, Inc. Employee Retirement Plan (NH) 231 · 0 off
- Hartfiel Automation, Inc. 401(k) Profit Sharing Plan (MN) 231 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.