401(k) · DOL Form 5500 · 2024

Williams Roche Opticians Corp. 401(k) Plan

Data updated 2026-08-25

$7K
Total assets Small plan by assets: 2
Participants Small participant base: 1st
Percentile by assets National rank: $3,661
Avg per participant Low balance/head

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Official DOL plan name: Williams Roche Opticians Corp. 401(k) Plan · Sponsored by Williams Roche Opticians Corp. · Kentucky · Retail Trade

$7K in assets, 2 participants

Williams Roche Opticians Corp.'s Williams Roche Opticians Corp. 401(k) Plan reported $7K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

#153 in Retail Trade (8,048 peers)

2024 asset change

Williams Roche Opticians Corp. 401(k) Plan contracted severely 45.1% in 2024 ($13K → $7K) for 2 participants.

#153
in Retail Trade (8,048 peers): -45.1%
assets change YoY

The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Williams Roche Opticians Corp. 401(k) Plan among the smaller filed plans by assets

Williams Roche Opticians Corp. 401(k) Plan vs every filed plan by assets

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

$7,321 1st percentile higher than 1% 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

Williams Roche Opticians Corp. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Williams Roche Opticians Corp. 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Williams Roche Opticians Corp. 401(k) Plan reported net income fell from $5K in the plan year 2023 filing to -$6K in the plan year 2024 filing.
Williams Roche Opticians Corp. 401(k) Plan end-of-year assets fell from $13K in the plan year 2023 filing to $7K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 464077110 · Williams Roche Opticians Corp. PY 2024 · 401(k)

Williams Roche Opticians Corp. 401(k) Plan · $7K · 2 · 1st

NET $7K
NET 2
NET 1st
NET 401(k)
NET near Wi Care 401(k)
NET ind #153

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 Retail Trade retirement plans → · Plans in Kentucky →

End-of-year total assets ($M) among Williams Roche Opticians Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Williams Roche Opticians Corp. years around the 2024 move

Latest sponsor-wide plan assets: $7K 8.20062695924765% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$8K
2023	1	2	$13K
2024	1	2	$7K

2024 asset-move particulars

Total Assets (Beginning of Year)	$13K
Net Assets (End of Year)	$7K
Net Income	-$6K
Employer EIN	464077110
Plan Effective Date	2013-11-07
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Williams Roche Opticians Corp. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
Humana Retirement Savings Plan $7.7B · 45,706
UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
Scionhealth 401(k) Plan $1.3B · 23,753
Lexmark Savings Plan $1.2B · 1,919

Compare Williams Roche Opticians Corp. 401(k) Plan side-by-side with 3 peers →

Williams Roche Opticians Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Wi Care 401(k) in PA ($7K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7K here).

Wi Care 401(k) (PA) $7K · 125
Rex Real Estate Exchange Inc. 401(k) Plan (TX) $7K · 1
High Sierra Partners, Inc. 401(k) Plan (NV) $7K · 2
Sweet Events of Raleigh, Inc. 401(k) Profit Sharing Plan (NC) $7K · 2

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
Frozen Smiles Retirement Plan (TN) 2 · 0 off
Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
Celaya, Inc. 401(k) Plan (TX) 2 · 0 off

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 Williams Roche Opticians Corp. 401(k) Plan assets move in 2024? ▼

Williams Roche Opticians Corp. 401(k) Plan contracted severely - down 45.1% during 2024, from $13K to $7K. Reported net income was -$6K.

How have Williams Roche Opticians Corp. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Williams Roche Opticians Corp.'s sponsor-wide assets declined 8.2%, from $8K to $7K.

Where does Williams Roche Opticians Corp. 401(k) Plan rank by assets among Form 5500 filers? ▼

Williams Roche Opticians Corp. 401(k) Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Williams Roche Opticians Corp. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wi Care 401(k) in PA ($7K, 125 participants).

Which 401(k) plans cover a similar participant headcount to Williams Roche Opticians Corp. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 464077110.