Money Purchase · DOL Form 5500 · 2022

Robert & William Hass Optometrists PC Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
45th
Percentile by assets National rank
$374,205
Avg per participant High balance/head
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Official DOL plan name: Robert Hass & William Hass Optometrists PC Money Purchase Plan · Sponsored by Robert & William Hass Optometrists PC · Michigan · Healthcare & Social Assistance

$4M in assets, 10 participants

Robert & William Hass Optometrists PC's Robert Hass & William Hass Optometrists PC Money Purchase Plan reported $4M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #9,901 in Healthcare & Social Assistance (20,060 peers)

Robert & William Hass Optometrists PC multi-year trail

Robert & William Hass Optometrists PC's plans moved +26.5% in assets from 2022 to 2024; this filing shows Robert Hass & William Hass Optometrists PC Money Purchase Plan at $4M / 10 participants.

#9,901
in Healthcare & Social Assistance (20,060 peers)
-19.5%
assets change YoY

The plan reported a net loss of $907K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert Hass & William Hass Optometrists PC Money Purchase Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Robert Hass & William Hass Optometrists PC Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,742,047 45th percentile higher than 45% of 139,123 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 2022

Robert Hass & William Hass Optometrists PC Money Purchase Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert Hass & William Hass Optometrists PC Money Purchase Plan is a micro filing (10 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 382223746 · Robert & William Hass Optometrists PC PY 2022 · Money Purchase

Robert Hass & William Hass Optometrists PC Money Purchase Plan · $4M · 10 · 45th

  • PCT $4M
  • EIN 10
  • RANK 45th
  • PHOTO Money Purchase
  • IND near Dr. Jose R. Cumba Retirement Plan
  • EOY ind #9901

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 Michigan →

Robert Hass & William Hass Optometrists PC Money Purchase Plan in the asset neighbourhood

Dr. Jose R. Cumba Retirement PlanDr. Jose R. Cumba Retirement…$4MThe Exploratorium Defined Contribution RetirementThe Exploratorium Defined Co…$4MRobert Hass & William Hass Optometrists PC Money Purchase PlanRobert Hass & William Hass O…$4MBarry D Simmons Dds PC Money Purchase Pension PlanBarry D Simmons Dds PC Money…$4MCatholic Charities of the Diocese of Pittsburgh, Inc. and It's Subsidiary Corporations Money Purchase PlanCatholic Charities of the Di…$4M
End-of-year total assets ($M) among Robert Hass & William Hass Optometrists PC Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Robert & William Hass Optometrists PC multi-year asset trail

Sponsor-wide plan assets over time

All Robert & William Hass Optometrists PC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 26.46548800696517% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.74M $4.73M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 10 $4M
2024 1 11 $5M

Robert & William Hass Optometrists PC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$907K
Employer EIN382223746
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Robert Hass & William Hass Optometrists PC Money Purchase Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20002004006008001000 Total assets ($M) Participants Robert Hass & William Hass Optometrists PC Money Purchase Plan, Total assets ($M): 3.742047 · Participants: 10Robert Hass & William Hass Optometrists PC Money Purchase PlanIndiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($M): 855.673183 · Participants: 30438Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($M): 441.660692 · Participants: 19164Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($M): 279.689211 · Participants: 2541Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($M): 221.377445 · Participants: 7312Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($M): 210.141766 · Participants: 1012P & M Holding Group, LLP & Affiliated Entities Pension Plan
Robert Hass & William Hass Optometrists PC Money Purchase Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare Robert Hass & William Hass Optometrists PC Money Purchase Plan side-by-side with 3 peers →

Robert Hass & William Hass Optometrists PC Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Dr. Jose R. Cumba Retirement Plan in PR ($4M); by covered participants it is Sunny Isle Developers LLC Money Purchase Plan in VI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Robert Hass & William Hass Optometrists PC Money Purchase Plan assets move in 2022? ▼
Robert Hass & William Hass Optometrists PC Money Purchase Plan declined sharply - down 19.5% during 2022, from $5M to $4M. Reported net income was -$907K.
How have Robert & William Hass Optometrists PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert & William Hass Optometrists PC's sponsor-wide assets grew 26.5%, from $4M to $5M.
Which Money Purchase plans are similar in size to Robert Hass & William Hass Optometrists PC Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Dr. Jose R. Cumba Retirement Plan in PR ($4M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Robert Hass & William Hass Optometrists PC Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Sunny Isle Developers LLC Money Purchase Plan in VI (10 participants, $417K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 382223746.

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.