401(k) · DOL Form 5500 · 2024
Everett & Hurite Ophthalmic Association 401(k) Plan
Data updated 2026-08-11
- $16M
- Total assets
- 88
- Participants
- 66th
- Percentile by assets
- $186,909
- Avg per participant
Official DOL plan name: Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan · Sponsored by Everett & Hurite Ophthalmic Association · Pennsylvania · Healthcare & Social Assistance
$16M in assets, 88 participants
Everett & Hurite Ophthalmic Association's Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan reported $16M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 123,622 plans)
- #12,060 in Healthcare & Social Assistance (16,916 peers)
Everett & Hurite Ophthalmic Association multi-year trail
Everett & Hurite Ophthalmic Association's plans moved +37.9% in assets from 2022 to 2024; this filing shows Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan at $16M / 88 participants.
- $16M
- total plan assets (2024 EOY)
- 88
- covered participants
- 66th
- percentile by assets (of 123,622 plans)
- $186,909
- avg assets per participant
Where Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan sits by total assets
Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,447,988 Top 34% higher than 66% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan reported participants rose from 86 in the plan year 2023 filing to 88 in the plan year 2024 filing.
Everett & Hurite Ophthalmic Association across 3 plan years on file
Across the 3 plan years Everett & Hurite Ophthalmic Association has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $16M, a gain of 37.9%, while reported participants moved from 93 to 88 (-5.4%). Peak year by sponsor assets: 2024 ($16M); trough: 2022 ($12M).
Everett & Hurite Ophthalmic Association multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 93 | $12M |
| 2023 | 1 | 86 | $15M |
| 2024 | 1 | 88 | $16M |
Everett & Hurite Ophthalmic Association filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 251253504 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan by total assets, not by location.
- Welspun Tubular, LLC Retirement Savings Plan (AR) $16M · 597
- Bergstrom Electric, Inc. 401(k) Plan (ND) $16M · 129
- Howard Stein Hudson 401(k) Plan (MA) $16M · 98
- Engineering Specialists, Inc. 401(k) Savings Plan (WI) $16M · 138
Frequently Asked Questions
How did Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan assets move in 2024? ▼
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Next read for Everett & Hurite Ophthalmic Association …
Multi-year trail
Ways to act on Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan's numbers.
- By total assets, Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Everett & Hurite Ophthalmic Association's sponsor-wide assets have grown 37.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans