401(k) · DOL Form 5500 · 2024

Refac Optical Group 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
699
Participants Below avg headcount
72nd
Percentile by assets National rank
$31,866
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Refac Optical Group 401(k) Plan · Sponsored by Refac Optical Group · New Jersey · Healthcare & Social Assistance

$22M in assets, 699 participants

Refac Optical Group's Refac Optical Group 401(k) Plan reported $22M in total assets and 699 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,942 in Healthcare & Social Assistance (16,916 peers)

Refac Optical Group multi-year trail

Refac Optical Group's plans moved +10.4% in assets from 2022 to 2024; this filing shows Refac Optical Group 401(k) Plan at $22M / 699 participants.

#12,942
in Healthcare & Social Assistance (16,916 peers)
+3.6%
assets growth YoY

Refac Optical Group 401(k) Plan's outsized position by total assets

Refac Optical Group 401(k) Plan vs every filed plan by assets

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

$22,274,338 Top 28% higher than 72% 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

Refac Optical Group 401(k) 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. Refac Optical Group 401(k) Plan sits mid-pack in the medium band (699 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Refac Optical Group 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $770K in the plan year 2024 filing.
  • Refac Optical Group 401(k) Plan reported participants fell from 1,108 in the plan year 2023 filing to 699 in the plan year 2024 filing.
  • Refac Optical Group 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 131681234 · Refac Optical Group PY 2024 · 401(k)

Refac Optical Group 401(k) Plan · $22M · 699 · 72nd

  • 5500 $22M
  • ASSETS 699
  • PCT 72nd
  • EIN 401(k)
  • RANK near Apmex 401(k) and Profit Sharing Plan
  • PHOTO ind #12942

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 Jersey →

Refac Optical Group 401(k) Plan in the asset neighbourhood

Johnson Tractor, Inc. Employee 401(k) PlanJohnson Tractor, Inc. Employ…$22MRefac Optical Group 401(k) PlanRefac Optical Group 401(k) P…$22MApmex 401(k) and Profit Sharing PlanApmex 401(k) and Profit Shar…$22MGeographic Solutions, Inc. 401(k) Plan and TrustGeographic Solutions, Inc. 4…$22MCritical Care & Pulmonary Consultants, P.C. 401(k) PlanCritical Care & Pulmonary Co…$22M
End-of-year total assets ($M) among Refac Optical Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Refac Optical Group multi-year asset trail

Sponsor-wide plan assets over time

All Refac Optical Group plans reported in each filing year

Latest sponsor-wide plan assets
$22M 10.444081206355937% vs 2022
2024 filing year
$19M$20M$21M$22M$23M 202220232024 $20.2M $22.3M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 780 $20M
2023 1 1,108 $22M
2024 1 699 $22M

Refac Optical Group filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$22M
Net Income$770K
Employer EIN131681234
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Refac Optical Group 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Refac Optical Group 401(k) Plan, Total assets ($B): 0.022274338 · Participants: 699Refac Optical Group 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Refac Optical Group 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Refac Optical Group 401(k) Plan side-by-side with 3 peers →

Refac Optical Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Apmex 401(k) and Profit Sharing Plan in OK ($22M); by covered participants it is J.F. Ahern Co. Profit Sharing and 401(k) Plan in WI (699 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (699 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 Refac Optical Group 401(k) Plan assets move in 2024? ▼
Refac Optical Group 401(k) Plan edged up modestly - up 3.6% during 2024, from $22M to $22M. Reported net income was $770K.
How have Refac Optical Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Refac Optical Group's sponsor-wide assets grew 10.4%, from $20M to $22M.
Which 401(k) plans are similar in size to Refac Optical Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apmex 401(k) and Profit Sharing Plan in OK ($22M, 294 participants).
Which 401(k) plans cover a similar participant headcount to Refac Optical Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is J.F. Ahern Co. Profit Sharing and 401(k) Plan in WI (699 participants, $120M 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 131681234.

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.