Other · DOL Form 5500 · 2022
Robert and Allyson Farrell O.D.'s Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $191,716
- Avg per participant Above avg balance/head
Official DOL plan name: Robert and Allyson Farrell O.D.'s Profit Sharing Plan · Sponsored by Robert and Allyson Farrell O.D.'s · California · Healthcare & Social Assistance
$1M in assets, 6 participants
Robert and Allyson Farrell O.D.'s's Robert and Allyson Farrell O.D.'s Profit Sharing Plan reported $1M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.
- #4,849 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Robert and Allyson Farrell O.D.'s Profit Sharing Plan declined sharply 23.0% in 2022 ($1M → $1M) for 6 participants.
- #4,849
- in Healthcare & Social Assistance (20,060 peers)
- -23.0%
- assets change YoY
The plan reported a net loss of $344K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robert and Allyson Farrell O.D.'s Profit Sharing Plan among the smaller filed plans by assets
Robert and Allyson Farrell O.D.'s Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,150,294 26th percentile higher than 26% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Robert and Allyson Farrell O.D.'s Profit Sharing 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 and Allyson Farrell O.D.'s Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 942853536 · Robert and Allyson Farrell O.D.'s PY 2022 · Other
Robert and Allyson Farrell O.D.'s Profit Sharing Plan · $1M · 6 · 26th
- ASSETS $1M
- ASSETS 6
- ASSETS 26th
- ASSETS Other
- ASSETS near Frontier Community Services, Inc. 403(b) Plan
- ASSETS ind #4849
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 California →
Robert and Allyson Farrell O.D.'s Profit Sharing Plan in the asset neighbourhood
Robert and Allyson Farrell O.D.'s years around the 2022 move
Sponsor-wide plan assets over time
All Robert and Allyson Farrell O.D.'s plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $1M |
| 2023 | 1 | 6 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$344K |
| Employer EIN | 942853536 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Robert and Allyson Farrell O.D.'s Profit Sharing Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Frontier Community Services, Inc. 403(b) Plan in AK ($1M); by covered participants it is 403(b) Pension & Medical Reimbursement Plan in MO (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.