401(k) · DOL Form 5500 · 2024
Everett & Hurite Ophthalmic Association 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $186,909
- Avg per participant Above avg balance/head
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.
- #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.
- #12,060
- in Healthcare & Social Assistance (16,916 peers)
- +13.2%
- assets growth YoY
Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
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
Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan is a small filing (88 participants) on this national headcount ladder.
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.
DOL schedule card
Filing strip 251253504 · Everett & Hurite Ophthalmic Association PY 2024 · 401(k)
Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan · $16M · 88 · 66th
- EIN $16M
- RANK 88
- PHOTO 66th
- IND 401(k)
- EOY near Welspun Tubular, LLC Retirement Savings Plan
- 5500 ind #12060
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 Pennsylvania →
Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan in the asset neighbourhood
Everett & Hurite Ophthalmic Association multi-year asset trail
Sponsor-wide plan assets over time
All Everett & Hurite Ophthalmic Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 37.871772284752694% vs 2022
- 2024 filing year
| 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
Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Welspun Tubular, LLC Retirement Savings Plan in AR ($16M); by covered participants it is Gana-A'yoo Limited 401(k) Retirement Plan in AK (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Gana-A'yoo Limited 401(k) Retirement Plan (AK) 88 · 0 off
- Masters Building Solutions, Inc. 401(k) Plan (WI) 88 · 0 off
- Fashionphile Group, LLC 401(k) Plan (CA) 88 · 0 off
- Marketing by Design, LLC 401(k) Plan (MA) 88 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.