401(k) · DOL Form 5500 · 2024

Essilorluxottica USA Inc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
340
Participants Below avg headcount
49th
Percentile by assets National rank
$21,701
Avg per participant Low balance/head
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Official DOL plan name: Essilorluxottica Puerto Rico Retirement Savings Plan 3 · Sponsored by Essilorluxottica USA Inc · New York · Healthcare & Social Assistance

$7M in assets, 340 participants

Essilorluxottica USA Inc's Essilorluxottica Puerto Rico Retirement Savings Plan 3 reported $7M in total assets and 340 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,160 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Essilorluxottica Puerto Rico Retirement Savings Plan 3 covers 340 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $7M.

#9,160
in Healthcare & Social Assistance (16,916 peers)
+24.8%
assets growth YoY

Essilorluxottica Puerto Rico Retirement Savings Plan 3's mid-pack asset rank among Healthcare & Social Assistance and all filers

Essilorluxottica Puerto Rico Retirement Savings Plan 3 vs every filed plan by assets

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

$7,378,238 49th percentile higher than 49% 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

Essilorluxottica Puerto Rico Retirement Savings Plan 3 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. Essilorluxottica Puerto Rico Retirement Savings Plan 3 sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Essilorluxottica Puerto Rico Retirement Savings Plan 3 reported participants rose from 193 in the plan year 2023 filing to 340 in the plan year 2024 filing.
  • Essilorluxottica Puerto Rico Retirement Savings Plan 3 end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Essilorluxottica Puerto Rico Retirement Savings Plan 3 reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 863625314 · Essilorluxottica USA Inc PY 2024 · 401(k)

Essilorluxottica Puerto Rico Retirement Savings Plan 3 · $7M · 340 · 49th

  • PART $7M
  • PART 340
  • PART 49th
  • PART 401(k)
  • PART near Kidney Health Group, Inc. 401(k) Plan
  • PART ind #9160

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 New York →

Essilorluxottica Puerto Rico Retirement Savings Plan 3 in the asset neighbourhood

Essilorluxottica Puerto Rico Retirement Savings Plan 3Essilorluxottica Puerto Rico…$7MKidney Health Group, Inc. 401(k) PlanKidney Health Group, Inc. 40…$7MMulti-Pack Solutions Retirement Savings PlanMulti-Pack Solutions Retirem…$7MMagnolia Regional Medical Center 401(k) PlanMagnolia Regional Medical Ce…$7MLapmaster International 401(k) Salary Savings PlanLapmaster International 401(…$7M
End-of-year total assets ($M) among Essilorluxottica Puerto Rico Retirement Savings Plan 3 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN863625314
Plan Effective Date1995-07-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Essilorluxottica USA Inc)

Sponsor-wide plan assets over time

All Essilorluxottica USA Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3.0B 15.222079744354547% vs 2023
2024 filing year
$2.6B$2.8B$3B$3.2B 20232024 $2.64B $3.04B ▲ +15.2%
Year Plans Participants Total Assets
2023 4 42,557 $2.6B
2024 4 45,279 $3.0B

Nearby 401(k) Plans in New York

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

Essilorluxottica Puerto Rico Retirement Savings Plan 3 vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Essilorluxottica Puerto Rico Retirement Savings Plan 3, Total assets ($B): 0.007378238 · Participants: 340Essilorluxottica Puerto Rico Retirement Savings Plan 3IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Essilorluxottica Puerto Rico Retirement Savings Plan 3 vs. nearby 401(k) plans in New York, assets vs. participants
Compare Essilorluxottica Puerto Rico Retirement Savings Plan 3 side-by-side with 3 peers →

Essilorluxottica Puerto Rico Retirement Savings Plan 3's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kidney Health Group, Inc. 401(k) Plan in OH ($7M); by covered participants it is Joieful Connections LLC 401(k) Profit Sharing Plan & Trust in OR (340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Essilorluxottica Puerto Rico Retirement Savings Plan 3 assets move in 2024? ▼
Essilorluxottica Puerto Rico Retirement Savings Plan 3 grew sharply - up 24.8% during 2024, from $6M to $7M. Reported net income was $1M.
How have Essilorluxottica USA Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Essilorluxottica USA Inc's sponsor-wide assets grew 15.2%, from $2.6B to $3.0B.
Which 401(k) plans are similar in size to Essilorluxottica Puerto Rico Retirement Savings Plan 3? ▼
Among 401(k) plans in other states, the closest by assets is Kidney Health Group, Inc. 401(k) Plan in OH ($7M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Essilorluxottica Puerto Rico Retirement Savings Plan 3? ▼
Among 401(k) plans in other states, the closest by covered participants is Joieful Connections LLC 401(k) Profit Sharing Plan & Trust in OR (340 participants, N/A 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 863625314.

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.