401(k) · DOL Form 5500 · 2023

California Retina Associates, LP 401(k) Plan

Data updated 2026-08-25

$362K
Total assets Small plan by assets
166
Participants Small participant base
15th
Percentile by assets National rank
$2,181
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: California Retina Associates 401(k) Plan · Sponsored by California Retina Associates, LP · California · Healthcare & Social Assistance

$362K in assets, 166 participants

California Retina Associates, LP's California Retina Associates 401(k) Plan reported $362K in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,903 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

California Retina Associates 401(k) Plan covers 166 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $362K.

#1,903
in Healthcare & Social Assistance (17,684 peers)
$362K
reported net income

California Retina Associates 401(k) Plan among the smaller filed plans by assets

California Retina Associates 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$362,101 15th percentile higher than 15% of 127,068 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 2023

California Retina Associates 401(k) Plan 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. California Retina Associates 401(k) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Retina Associates 401(k) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $362K in the plan year 2023 filing.
  • California Retina Associates 401(k) Plan reported net income rose from $321K in the plan year 2022 filing to $362K in the plan year 2023 filing.
  • California Retina Associates 401(k) Plan reported participants rose from 162 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330298426 · California Retina Associates, LP PY 2023 · 401(k)

California Retina Associates 401(k) Plan · $362K · 166 · 15th

  • PCT $362K
  • EIN 166
  • RANK 15th
  • PHOTO 401(k)
  • IND near Bartels Tools Retirement Plan
  • EOY ind #1903

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 California →

California Retina Associates 401(k) Plan in the asset neighbourhood

California Retina Associates 401(k) PlanCalifornia Retina Associates…$362KBartels Tools Retirement Plan$362KMcs 401(k) Trust$362KBison Carriers, Inc. 401(k) PlanBison Carriers, Inc. 401(k) …$362KPet Ranch Inc. 401(k) Plan$362K
End-of-year total assets ($M) among California Retina Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$362K
Net Income$362K
Employer EIN330298426
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Retina Associates, LP)

Sponsor-wide plan assets over time

All California Retina Associates, LP plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M 202220232024 $1.42M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 162 $1M
2023 2 355 $2M
2024 1 207 N/A

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

California Retina Associates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Retina Associates 401(k) Plan, Total assets ($B): 0.000362101 · Participants: 166California Retina Associates 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
California Retina Associates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Retina Associates 401(k) Plan side-by-side with 3 peers →

California Retina Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bartels Tools Retirement Plan in WI ($362K); by covered participants it is Lightways Hospice and Serious Illness Care 401(k) Plan in IL (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($362K here).

Similar participant headcount

Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does California Retina Associates 401(k) Plan rank by assets among Form 5500 filers? ▼
California Retina Associates 401(k) Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to California Retina Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bartels Tools Retirement Plan in WI ($362K, 1 participant).
Which 401(k) plans cover a similar participant headcount to California Retina Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lightways Hospice and Serious Illness Care 401(k) Plan in IL (166 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330298426.

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.