401(k) · DOL Form 5500 · 2023
Associated Retina Consultants, Ltd. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $61,483
- Avg per participant Low balance/head
Official DOL plan name: Associated Retina Consultants 401(k) Profit Sharing Plan & Trust · Sponsored by Associated Retina Consultants, Ltd. · Arizona · Professional & Technical Services
$6M in assets, 105 participants
Associated Retina Consultants, Ltd.'s Associated Retina Consultants 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #9,678 in Professional & Technical Services (20,321 peers)
Coverage in Arizona
Associated Retina Consultants 401(k) Profit Sharing Plan & Trust covers 105 participants in Arizona, about 19% of the average Arizona filer (state average ~564 per filing). Assets: $6M.
- #9,678
- in Professional & Technical Services (20,321 peers)
- -3.1%
- assets change YoY
The plan reported a net loss of $205K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Associated Retina Consultants 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Associated Retina Consultants 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,455,677 49th percentile higher than 49% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Associated Retina Consultants 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Associated Retina Consultants 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Associated Retina Consultants 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to -$205K in the plan year 2023 filing.
- Associated Retina Consultants 401(k) Profit Sharing Plan & Trust reported participants rose from 85 in the plan year 2022 filing to 105 in the plan year 2023 filing.
- Associated Retina Consultants 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 860285158 · Associated Retina Consultants, Ltd. PY 2023 · 401(k)
Associated Retina Consultants 401(k) Profit Sharing Plan & Trust · $6M · 105 · 49th
- VS-ST $6M
- VS-ST 105
- VS-ST 49th
- VS-ST 401(k)
- VS-ST near Veriha Trucking, Inc. 401(k) Profit Sharing Plan
- VS-ST ind #9678
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 Professional & Technical Services retirement plans → · Plans in Arizona →
Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$205K |
| Employer EIN | 860285158 |
| Plan Effective Date | 1987-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Associated Retina Consultants, Ltd.)
Sponsor-wide plan assets over time
All Associated Retina Consultants, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 139.3940915754258% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $8M |
| 2023 | 3 | 286 | $24M |
| 2024 | 2 | 188 | $20M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Associated Retina Consultants 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Veriha Trucking, Inc. 401(k) Profit Sharing Plan in WI ($6M); by covered participants it is Bmw Fresno 401(k) Plan in CA (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Bmw Fresno 401(k) Plan (CA) 105 · 0 off
- Dynalec Corporation Profit Sharing 401(k) Plan (NY) 105 · 0 off
- Machine Concepts, Inc. Profit Sharing Plan (OH) 105 · 0 off
- Avon Tech Staffing Solutions I 401(k) Profit Sharing Plan & Trust (OH) 105 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.