Berkeley Eye Institute, Pa 401(k) Plan: Login, Facts & Contact Information

Berkeley Eye Institute, Pa 401(k) Plan Facts

Plan name
BERKELEY EYE CENTER 401K PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BERKELEY EYE INSTITUTE, PLLC
Participants
664 (625 active employees)
Former employees with a balance
37
Plan assets
$15,988,474 at Dec 31, 2024
Average account balance
$32,966 across 485 accounts
Recordkeeper
Bokf, Na
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.65 million went into the plan in contributions.
  • $1.48 million was paid out to participants.
  • Investment and other income added $1.95 million.
  • Administrative expenses were $36,795, about $76 per account.

How the Berkeley Eye Institute, Pa 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019444$9.12 million—$533,123
2020450$10.9 million—$500,839
2021482$12.1 million$0$1.05 million
2022519$10.6 million$0$524,621
2023613$14.0 million—$391,015
2024664$16.0 million—$1.48 million

Berkeley Eye Institute, Pa 401(k) Contact Information

Phone
713-620-7675
Mailing address
22741 PROFESSIONAL DRIVE, KINGWOOD TX 77339
Plan sponsor
BERKELEY EYE INSTITUTE, PLLC
Employer identification number (EIN)
43-2012505
Plan number
002

Questions about the Berkeley Eye Institute, Pa 401(k)

Does Berkeley Eye Institute, Pa contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Berkeley Eye Institute, Pa 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Berkeley Eye Institute, Pa 401(k) plan?

664 participants at the start of plan year 2024, 625 of them active employees, and 37 former employees who still had money in the plan.

What is the average 401(k) balance at Berkeley Eye Institute, Pa?

About $32,966 per account: $16.0 million in plan assets across 485 accounts with a balance at the end of plan year 2024.

Who manages the Berkeley Eye Institute, Pa 401(k) accounts?

BOK Financial (listed on the filing as BOKF, NA) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Berkeley Eye Institute, Pa. How do I access my 401(k)?

Your account stays with BOK Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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