Other · DOL Form 5500 · 2022

Retina Specialists, PA Retirement Plan

Data updated 2026-08-25

$667K
Total assets Small plan by assets
5
Participants Small participant base
21st
Percentile by assets National rank
$133,460
Avg per participant Near avg balance/head
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Official DOL plan name: Retina Specialists, PA Vip Plus Ps · Sponsored by Retina Specialists, PA · Texas · Healthcare & Social Assistance

$667K in assets, 5 participants

Retina Specialists, PA's Retina Specialists, PA Vip Plus Ps reported $667K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,472 in Healthcare & Social Assistance (20,060 peers)

Retina Specialists, PA multi-year trail

Retina Specialists, PA's plans moved +31.0% in assets from 2022 to 2024; this filing shows Retina Specialists, PA Vip Plus Ps at $667K / 5 participants.

#3,472
in Healthcare & Social Assistance (20,060 peers)
-23.8%
assets change YoY

The plan reported a net loss of $209K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retina Specialists, PA Vip Plus Ps among the smaller filed plans by assets

Retina Specialists, PA Vip Plus Ps vs every filed plan by assets

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

$667,301 21st percentile higher than 21% 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

Retina Specialists, PA Vip Plus Ps among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retina Specialists, PA Vip Plus Ps is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 742876166 · Retina Specialists, PA PY 2022 · Other

Retina Specialists, PA Vip Plus Ps · $667K · 5 · 21st

  • PCT $667K
  • EIN 5
  • RANK 21st
  • PHOTO Other
  • IND near J. J. Haines & Company, Inc. Stock Bonus Plan and Trust
  • EOY ind #3472

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 Texas →

Retina Specialists, PA Vip Plus Ps in the asset neighbourhood

Retina Specialists, PA Vip Plus PsRetina Specialists, PA Vip P…$667KJ. J. Haines & Company, Inc. Stock Bonus Plan and TrustJ. J. Haines & Company, Inc.…$667KEaster Seals Southern Georgia 403b) RetirementEaster Seals Southern Georgi…$669KSummitview ERISA 403(b) Plan$673KViolence Intervention Program, Inc. Tax Sheltered Annuity PlanViolence Intervention Progra…$663K
End-of-year total assets ($M) among Retina Specialists, PA Vip Plus Ps and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Retina Specialists, PA multi-year asset trail

Sponsor-wide plan assets over time

All Retina Specialists, PA plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.012227126853514% vs 2022
2024 filing year
$2.5M$3M$3.5M 202220232024 $2.61M $3.41M ▲ +30.7%
Year Plans Participants Total Assets
2022 2 8 $3M
2023 2 9 $3M
2024 2 7 $3M

Retina Specialists, PA filing trail (2022)

Total Assets (Beginning of Year)$876K
Net Assets (End of Year)$667K
Net Income-$209K
Employer EIN742876166
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

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

Retina Specialists, PA Vip Plus Ps vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Retina Specialists, PA Vip Plus Ps, Total assets ($B): 0.000667301 · Participants: 5Retina Specialists, PA Vip Plus PsMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Retina Specialists, PA Vip Plus Ps vs. nearby Other plans in Texas, assets vs. participants

Retina Specialists, PA Vip Plus Ps's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is J. J. Haines & Company, Inc. Stock Bonus Plan and Trust in MD ($667K); by covered participants it is James Ooi Md Apc Profit Sharing Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Retina Specialists, PA Vip Plus Ps assets move in 2022?
Retina Specialists, PA Vip Plus Ps declined sharply - down 23.8% during 2022, from $876K to $667K. Reported net income was -$209K.
How have Retina Specialists, PA plan assets changed over time?
Across 3 plan years on file (2022-2024), Retina Specialists, PA's sponsor-wide assets grew 31.0%, from $3M to $3M.
Where does Retina Specialists, PA Vip Plus Ps rank by assets among Form 5500 filers?
Retina Specialists, PA Vip Plus Ps ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Retina Specialists, PA Vip Plus Ps?
Among Other plans in other states, the closest by assets is J. J. Haines & Company, Inc. Stock Bonus Plan and Trust in MD ($667K, 167 participants).
Which Other plans cover a similar participant headcount to Retina Specialists, PA Vip Plus Ps?
Among Other plans in other states, the closest by covered participants is James Ooi Md Apc Profit Sharing Plan in CA (5 participants, N/A in assets).