Defined Benefit (Pension) · DOL Form 5500 · 2022

Southeastern Retina Associates, PC Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
182
Participants Below avg headcount
65th
Percentile by assets National rank
$54,532
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southeastern Retina Associates, PC Cash Balance Plan · Sponsored by Southeastern Retina Associates, PC · Tennessee · Healthcare & Social Assistance

$10M in assets, 182 participants

Southeastern Retina Associates, PC's Southeastern Retina Associates, PC Cash Balance Plan reported $10M in total assets and 182 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.

  • #14,067 in Healthcare & Social Assistance (20,060 peers)

Coverage in Tennessee

Southeastern Retina Associates, PC Cash Balance Plan covers 182 participants in Tennessee, about 16% of the average Tennessee filer (state average ~1,126 per filing). Assets: $10M.

#14,067
in Healthcare & Social Assistance (20,060 peers)
+7.5%
assets growth YoY

Southeastern Retina Associates, PC Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southeastern Retina Associates, PC Cash Balance Plan vs every filed plan by assets

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

$9,924,794 Top 35% higher than 65% 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

Southeastern Retina Associates, PC Cash Balance Plan 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. Southeastern Retina Associates, PC Cash Balance Plan sits mid-pack in the medium band (182 participants).

EBSA filing schedule strip

Filing strip 621094813 · Southeastern Retina Associates, PC PY 2022 · Defined Benefit (Pension)

Southeastern Retina Associates, PC Cash Balance Plan · $10M · 182 · 65th

  • EOY $10M
  • EOY 182
  • EOY 65th
  • EOY Defined Benefit (Pension)
  • EOY near Veritiv Hourly Pension Plan
  • EOY ind #14067

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 Tennessee →

Southeastern Retina Associates, PC Cash Balance Plan in the asset neighbourhood

Jersey Shore Hospital Retirement Income PlanJersey Shore Hospital Retire…$10MDefined Benefit Pension Plan of Ladacin Network, Inc.Defined Benefit Pension Plan…$10MMonier, Inc. Retirement Income PlanMonier, Inc. Retirement Inco…$10MVeritiv Hourly Pension Plan$10MSoutheastern Retina Associates, PC Cash Balance PlanSoutheastern Retina Associat…$10M
End-of-year total assets ($M) among Southeastern Retina Associates, PC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$692K
Employer EIN621094813
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeastern Retina Associates, PC)

Sponsor-wide plan assets over time

All Southeastern Retina Associates, PC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 18.125230974214563% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42.8M $50.5M ▲ +18.1%
Year Plans Participants Total Assets
2022 2 391 $43M
2023 2 428 $46M
2024 2 468 $51M

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southeastern Retina Associates, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Southeastern Retina Associates, PC Cash Balance Plan, Total assets ($B): 0.009924794 · Participants: 182Southeastern Retina Associates, PC Cash Balance PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 25.607567505 · Participants: 119742Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.844607131 · Participants: 20914Retirement Plan of International Paper CompanyPension Plan for Employees at Ornl, Total assets ($B): 2.326549411 · Participants: 5460Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.039541449 · Participants: 2920Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeNissan Employee Retirement Plan, Total assets ($B): 1.533696203 · Participants: 4575Nissan Employee Retirement Plan
Southeastern Retina Associates, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Southeastern Retina Associates, PC Cash Balance Plan side-by-side with 3 peers →

Southeastern Retina Associates, PC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Veritiv Hourly Pension Plan in GA ($10M); by covered participants it is Linode LLC Cash Balance Pension Plan in PA (182 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 (182 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 Southeastern Retina Associates, PC Cash Balance Plan assets move in 2022? ▼
Southeastern Retina Associates, PC Cash Balance Plan grew at a solid clip - up 7.5% during 2022, from $9M to $10M. Reported net income was $692K.
How have Southeastern Retina Associates, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeastern Retina Associates, PC's sponsor-wide assets grew 18.1%, from $43M to $51M.
Which Defined Benefit (Pension) plans are similar in size to Southeastern Retina Associates, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Veritiv Hourly Pension Plan in GA ($10M, 169 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southeastern Retina Associates, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Linode LLC Cash Balance Pension Plan in PA (182 participants, $337K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621094813.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.