Other · DOL Form 5500 · 2022

Retina Specialists, PA Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
33rd
Percentile by assets National rank
$646,209
Avg per participant High balance/head
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Official DOL plan name: Retina Specialists, PA Vip Plus 401(k) · Sponsored by Retina Specialists, PA · Texas · Healthcare & Social Assistance

$2M in assets, 3 participants

Retina Specialists, PA's Retina Specialists, PA Vip Plus 401(k) reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,847 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 401(k) at $2M / 3 participants.

#6,847
in Healthcare & Social Assistance (20,060 peers)
-9.4%
assets change YoY

The plan reported a net loss of $201K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retina Specialists, PA Vip Plus 401(k) among the smaller filed plans by assets

Retina Specialists, PA Vip Plus 401(k) vs every filed plan by assets

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

$1,938,626 33rd percentile higher than 33% 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 401(k) 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 401(k) is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

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

Retina Specialists, PA Vip Plus 401(k) · $2M · 3 · 33rd

  • SCH $2M
  • EBSA 3
  • PART 33rd
  • TYPE Other
  • NET near Unity Preparatory Charter School of Brooklyn 403(b) Retirement Plan
  • BOOK ind #6847

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 401(k) in the asset neighbourhood

Retina Specialists, PA Vip Plus 401(k)Retina Specialists, PA Vip P…$2MUnity Preparatory Charter School of Brooklyn 403(b) Retirement PlanUnity Preparatory Charter Sc…$2MSimpson General Hospital 403(b) PlanSimpson General Hospital 403…$2MAspira Inc of Illinois 403b Retirement PlanAspira Inc of Illinois 403b …$2MLifebridge Community Services Tax Deffered Annuity (Tda) PlanLifebridge Community Service…$2M
End-of-year total assets ($M) among Retina Specialists, PA Vip Plus 401(k) 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)$2M
Net Assets (End of Year)$2M
Net Income-$201K
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 401(k) vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Retina Specialists, PA Vip Plus 401(k), Total assets ($B): 0.001938626 · Participants: 3Retina Specialists, PA Vip Plus 401(k)Memorial 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 401(k) vs. nearby Other plans in Texas, assets vs. participants

Retina Specialists, PA Vip Plus 401(k)'s out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Unity Preparatory Charter School of Brooklyn 403(b) Retirement Plan in NY ($2M); by covered participants it is Juile a Staggers Profit Sharing Plan in VA (3 participants). Same-state nearby plans are listed separately above.

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 401(k) assets move in 2022?
Retina Specialists, PA Vip Plus 401(k) pulled back noticeably - down 9.4% during 2022, from $2M to $2M. Reported net income was -$201K.
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.
Which Other plans are similar in size to Retina Specialists, PA Vip Plus 401(k)?
Among Other plans in other states, the closest by assets is Unity Preparatory Charter School of Brooklyn 403(b) Retirement Plan in NY ($2M, 117 participants).
Which Other plans cover a similar participant headcount to Retina Specialists, PA Vip Plus 401(k)?
Among Other plans in other states, the closest by covered participants is Juile a Staggers Profit Sharing Plan in VA (3 participants, $1M in assets).