401(k) · DOL Form 5500 · 2022

Florida Retina Institute 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
140
Participants Small participant base
44th
Percentile by assets National rank
$25,800
Avg per participant Low balance/head
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Official DOL plan name: Florida Retina Institute 401(k) Profit Sharing Plan & Trust · Sponsored by Florida Retina Institute · Florida · Healthcare & Social Assistance

$4M in assets, 140 participants

Florida Retina Institute's Florida Retina Institute 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,740 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Florida Retina Institute 401(k) Profit Sharing Plan & Trust covers 140 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#9,740
in Healthcare & Social Assistance (20,060 peers)
-5.7%
assets change YoY

The plan reported a net loss of $220K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Florida Retina Institute 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Florida Retina Institute 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,611,931 44th percentile higher than 44% 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

Florida Retina Institute 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Florida Retina Institute 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (140 participants).

Published 5500 schedule card

Filing strip 592009089 · Florida Retina Institute PY 2022 · 401(k)

Florida Retina Institute 401(k) Profit Sharing Plan & Trust · $4M · 140 · 44th

  • VS-ST $4M
  • BOY 140
  • SCH 44th
  • EBSA 401(k)
  • PART near Clinical Pathology Associates, P.C. Profit Sharing Plan
  • TYPE ind #9740

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 Florida →

Florida Retina Institute 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Florida Retina Institute 401(k) Profit Sharing Plan & TrustFlorida Retina Institute 401…$4MClinical Pathology Associates, P.C. Profit Sharing PlanClinical Pathology Associate…$4MR & B Grinding Co., Inc. 401(k) PlanR & B Grinding Co., Inc. 401…$4MRegistry Partners Incorporated 401(k) Profit Sharing PlanRegistry Partners Incorporat…$4MLoren's Sanitation Service, Inc. 401(k) Profit Sharing PlanLoren's Sanitation Service, …$4M
End-of-year total assets ($M) among Florida Retina Institute 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$220K
Employer EIN592009089
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Florida Retina Institute)

Sponsor-wide plan assets over time

All Florida Retina Institute plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $3.61M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 140 $4M
2023 1 145 $4M
2024 1 6 N/A

Nearby 401(k) Plans in Florida

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

Florida Retina Institute 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Florida Retina Institute 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003611931 · Participants: 140Florida Retina Institute 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Florida Retina Institute 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Florida Retina Institute 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Clinical Pathology Associates, P.C. Profit Sharing Plan in IA ($4M); by covered participants it is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Florida Retina Institute 401(k) Profit Sharing Plan & Trust assets move in 2022?
Florida Retina Institute 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 5.7% during 2022, from $4M to $4M. Reported net income was -$220K.
Which 401(k) plans are similar in size to Florida Retina Institute 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Clinical Pathology Associates, P.C. Profit Sharing Plan in IA ($4M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Florida Retina Institute 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants, $584K in assets).