401(k) · DOL Form 5500 · 2022
Sharon Richens, M.D. Eye Physician and Surgeon 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 46
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $103,816
- Avg per participant Below avg balance/head
Official DOL plan name: Sharon Richens, M.D. Retirement Plan · Sponsored by Sharon Richens, M.D. Eye Physician and Surgeon · Utah · Healthcare & Social Assistance
$5M in assets, 46 participants
Sharon Richens, M.D. Eye Physician and Surgeon's Sharon Richens, M.D. Retirement Plan reported $5M in total assets and 46 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #11,061 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Sharon Richens, M.D. Retirement Plan pulled back noticeably 14.1% in 2022 ($6M → $5M) for 46 participants.
- #11,061
- in Healthcare & Social Assistance (20,060 peers)
- -14.1%
- assets change YoY
The plan reported a net loss of $787K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sharon Richens, M.D. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Sharon Richens, M.D. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,775,534 Top 50% higher than 50% 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
Sharon Richens, M.D. Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sharon Richens, M.D. Retirement Plan is a small filing (46 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 870675814 · Sharon Richens, M.D. Eye Physician and Surgeon PY 2022 · 401(k)
Sharon Richens, M.D. Retirement Plan · $5M · 46 · 50th
- BOOK $5M
- BOOK 46
- BOOK 50th
- BOOK 401(k)
- BOOK near Rio Grande Valley Sugar Growers, Inc. Employees' Retirement Plan
- BOOK ind #11061
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 Utah →
Sharon Richens, M.D. Retirement Plan in the asset neighbourhood
Sharon Richens, M.D. Eye Physician and Surgeon years around the 2022 move
Sponsor-wide plan assets over time
All Sharon Richens, M.D. Eye Physician and Surgeon plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 4.166863270985606% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 102 | $8M |
| 2023 | 2 | 86 | $9M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$787K |
| Employer EIN | 870675814 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Sharon Richens, M.D. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Rio Grande Valley Sugar Growers, Inc. Employees' Retirement Plan in TX ($5M); by covered participants it is West Coast Mobile Home Parks 401(k) Profit Sharing Plan & Trust in CA (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (46 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.