401(k) · DOL Form 5500 · 2024

Berkeley Eye Institute, PLLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
626
Participants Below avg headcount
66th
Percentile by assets National rank
$25,541
Avg per participant Low balance/head
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Official DOL plan name: Berkeley Eye Center 401(k) Plan · Sponsored by Berkeley Eye Institute, PLLC · Texas · Healthcare & Social Assistance

$16M in assets, 626 participants

Berkeley Eye Institute, PLLC's Berkeley Eye Center 401(k) Plan reported $16M in total assets and 626 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.

  • #11,965 in Healthcare & Social Assistance (16,916 peers)

Berkeley Eye Institute, PLLC multi-year trail

Berkeley Eye Institute, PLLC's plans moved +50.4% in assets from 2022 to 2024; this filing shows Berkeley Eye Center 401(k) Plan at $16M / 626 participants.

#11,965
in Healthcare & Social Assistance (16,916 peers)
+14.3%
assets growth YoY

Berkeley Eye Center 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Berkeley Eye Center 401(k) Plan vs every filed plan by assets

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

$15,988,474 Top 34% higher than 66% 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

Berkeley Eye Center 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. Berkeley Eye Center 401(k) Plan sits mid-pack in the medium band (626 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berkeley Eye Center 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Berkeley Eye Center 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Berkeley Eye Center 401(k) Plan reported participants rose from 576 in the plan year 2023 filing to 626 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 432012505 · Berkeley Eye Institute, PLLC PY 2024 · 401(k)

Berkeley Eye Center 401(k) Plan · $16M · 626 · 66th

  • BOY $16M
  • SCH 626
  • EBSA 66th
  • PART 401(k)
  • TYPE near Ubg 401(k) - Mkc
  • NET ind #11965

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 Texas →

Berkeley Eye Center 401(k) Plan in the asset neighbourhood

Berkeley Eye Center 401(k) PlanBerkeley Eye Center 401(k) P…$16MUbg 401(k) - Mkc$16MVecna Robotics, Inc. 401(k) PlanVecna Robotics, Inc. 401(k) …$16MTte Technology, Inc. 401(k) Savings PlanTte Technology, Inc. 401(k) …$16MCentrix Incorporated 401(k) Profit Sharing PlanCentrix Incorporated 401(k) …$16M
End-of-year total assets ($M) among Berkeley Eye Center 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Berkeley Eye Institute, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Berkeley Eye Institute, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 50.41882328325542% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.6M $16M ▲ +50.4%
Year Plans Participants Total Assets
2022 1 494 $11M
2023 1 576 $14M
2024 1 626 $16M

Berkeley Eye Institute, PLLC filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN432012505
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Berkeley Eye Center 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Berkeley Eye Center 401(k) Plan, Total assets ($B): 0.015988474 · Participants: 626Berkeley Eye Center 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Berkeley Eye Center 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Berkeley Eye Center 401(k) Plan side-by-side with 3 peers →

Berkeley Eye Center 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ubg 401(k) - Mkc in KS ($16M); by covered participants it is Thermo Fisher 401(k) Retirement Plan for Employees of Puerto Rico in PA (626 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (626 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 Berkeley Eye Center 401(k) Plan assets move in 2024? ▼
Berkeley Eye Center 401(k) Plan grew at a solid clip - up 14.3% during 2024, from $14M to $16M. Reported net income was $2M.
How have Berkeley Eye Institute, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkeley Eye Institute, PLLC's sponsor-wide assets grew 50.4%, from $11M to $16M.
Which 401(k) plans are similar in size to Berkeley Eye Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ubg 401(k) - Mkc in KS ($16M, 482 participants).
Which 401(k) plans cover a similar participant headcount to Berkeley Eye Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thermo Fisher 401(k) Retirement Plan for Employees of Puerto Rico in PA (626 participants, $33M 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 432012505.

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.