401(k) · DOL Form 5500 · 2024

Jw Eye Associates, PA 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
292
Participants Below avg headcount
70th
Percentile by assets National rank
$67,746
Avg per participant Below avg balance/head
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Official DOL plan name: Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust · Sponsored by Jw Eye Associates, PA · Texas · Healthcare & Social Assistance

$20M in assets, 292 participants

Jw Eye Associates, PA's Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust reported $20M in total assets and 292 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #12,616 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust covers 292 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $20M.

#12,616
in Healthcare & Social Assistance (16,916 peers)
+18.4%
assets growth YoY

Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$19,781,861 Top 30% higher than 70% 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

Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust 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. Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust reported participants rose from 213 in the plan year 2023 filing to 292 in the plan year 2024 filing.
  • Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 752646217 · Jw Eye Associates, PA PY 2024 · 401(k)

Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust · $20M · 292 · 70th

  • 5500 $20M
  • 5500 292
  • 5500 70th
  • 5500 401(k)
  • 5500 near Oucu Financial Credit Union 401(k) Plan
  • 5500 ind #12616

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 →

Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Jw Eye Associates, PA 401(k) Profit Sharing Plan & TrustJw Eye Associates, PA 401(k)…$20MOucu Financial Credit Union 401(k) PlanOucu Financial Credit Union …$20MMidwest Health Services Retirement PlanMidwest Health Services Reti…$20MVision Care Associates 401(k) PlanVision Care Associates 401(k…$20MS & S Tool and Supply Company 401(k) PlanS & S Tool and Supply Compan…$20M
End-of-year total assets ($M) among Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN752646217
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jw Eye Associates, PA)

Sponsor-wide plan assets over time

All Jw Eye Associates, PA plans reported in each filing year

Latest sponsor-wide plan assets
$20M 82.70887811416365% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.8M $19.8M ▲ +82.6%
Year Plans Participants Total Assets
2022 1 188 $11M
2023 1 213 $17M
2024 1 292 $20M

Nearby 401(k) Plans in Texas

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

Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.019781861 · Participants: 292Jw Eye Associates, PA 401(k) Profit Sharing Plan & TrustAT&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
Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants

Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Oucu Financial Credit Union 401(k) Plan in OH ($20M); by covered participants it is Aspen Waste Systems, Inc. 401(k) Profit Sharing Plan in MN (292 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust assets move in 2024?
Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust grew sharply - up 18.4% during 2024, from $17M to $20M. Reported net income was $3M.
How have Jw Eye Associates, PA plan assets changed over time?
Across 3 plan years on file (2022-2024), Jw Eye Associates, PA's sponsor-wide assets grew 82.7%, from $11M to $20M.
Which 401(k) plans are similar in size to Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Oucu Financial Credit Union 401(k) Plan in OH ($20M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Aspen Waste Systems, Inc. 401(k) Profit Sharing Plan in MN (292 participants, $13M in assets).