Other · DOL Form 5500 · 2022
Refocus, Inc. Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 226
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $43,565
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Refocus, Inc. · Sponsored by Refocus, Inc. · Rhode Island · Healthcare & Social Assistance
$10M in assets, 226 participants
Refocus, Inc.'s 403(b) Thrift Plan for Employees of Refocus, Inc. reported $10M in total assets and 226 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.
- #14,036 in Healthcare & Social Assistance (20,060 peers)
Coverage in Rhode Island
403(b) Thrift Plan for Employees of Refocus, Inc. covers 226 participants in Rhode Island, about 16% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $10M.
- #14,036
- in Healthcare & Social Assistance (20,060 peers)
- -17.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan for Employees of Refocus, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Refocus, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,845,715 Top 35% higher than 65% 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
403(b) Thrift Plan for Employees of Refocus, Inc. 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. 403(b) Thrift Plan for Employees of Refocus, Inc. sits mid-pack in the medium band (226 participants).
DOL schedule card
Filing strip 050394380 · Refocus, Inc. PY 2022 · Other
403(b) Thrift Plan for Employees of Refocus, Inc. · $10M · 226 · 65th
- EBSA $10M
- PART 226
- TYPE 65th
- NET Other
- BOOK near Hattie Larlham 403(b) Retirement Savings Plan
- VS-ST ind #14036
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 Rhode Island →
403(b) Thrift Plan for Employees of Refocus, Inc. in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$2M |
| Employer EIN | 050394380 |
| Plan Effective Date | 1996-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Refocus, Inc.)
Sponsor-wide plan assets over time
All Refocus, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 38.79727373786464% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 226 | $10M |
| 2023 | 1 | 262 | $11M |
| 2024 | 1 | 271 | $14M |
Nearby Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
- Brown University Defined Contribution Legacy Retirement Plan $1.3B · 1,283
- Lifespan Corporation 403(b)Retirement Plan $1.0B · 10,171
- Brown University Defined Contribution Deferred Vesting Retirement Plan $657M · 4,906
- Providence College 403(b) Plan $316M · 949
- Roger Williams University Retirement Plan $297M · 1,769
403(b) Thrift Plan for Employees of Refocus, Inc.'s out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is Hattie Larlham 403(b) Retirement Savings Plan in OH ($10M); by covered participants it is French International School 403(b) Retirement Plan in MD (226 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (226 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.