401(k) · DOL Form 5500 · 2022
Associated Ophthalmologists, Ltd. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 120
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $121,116
- Avg per participant Near avg balance/head
Official DOL plan name: Associated Ophthalmologists, Ltd. Retirement Plan · Sponsored by Associated Ophthalmologists, Ltd. · Arizona · Healthcare & Social Assistance
$15M in assets, 120 participants
Associated Ophthalmologists, Ltd.'s Associated Ophthalmologists, Ltd. Retirement Plan reported $15M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #15,343 in Healthcare & Social Assistance (20,060 peers)
Coverage in Arizona
Associated Ophthalmologists, Ltd. Retirement Plan covers 120 participants in Arizona, about 21% of the average Arizona filer (state average ~564 per filing). Assets: $15M.
- #15,343
- in Healthcare & Social Assistance (20,060 peers)
- -14.3%
- 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.
Associated Ophthalmologists, Ltd. Retirement Plan's outsized position by total assets
Associated Ophthalmologists, Ltd. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,533,877 Top 28% higher than 72% 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
Associated Ophthalmologists, Ltd. Retirement 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. Associated Ophthalmologists, Ltd. Retirement Plan sits mid-pack in the medium band (120 participants).
DOL schedule card
Filing strip 860212380 · Associated Ophthalmologists, Ltd. PY 2022 · 401(k)
Associated Ophthalmologists, Ltd. Retirement Plan · $15M · 120 · 72nd
- EBSA $15M
- EBSA 120
- EBSA 72nd
- EBSA 401(k)
- EBSA near Fitzpatrick & Hunt 401(k) Plan
- EBSA ind #15343
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 Arizona →
Associated Ophthalmologists, Ltd. Retirement Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 860212380 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Associated Ophthalmologists, Ltd.)
Sponsor-wide plan assets over time
All Associated Ophthalmologists, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 48.01824041857517% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 120 | $15M |
| 2023 | 1 | 115 | $16M |
| 2024 | 1 | 138 | $22M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Associated Ophthalmologists, Ltd. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Fitzpatrick & Hunt 401(k) Plan in CA ($15M); by covered participants it is Newco Distributors, Inc. Retirement Plan in CA (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
- Newco Distributors, Inc. Retirement Plan (CA) 120 · 0 off
- North Coast Container Corp. Union 401(k) Plan & Trust (OH) 120 · 0 off
- Republic Schools 401(k) Plan (TN) 120 · 0 off
- Jamaica Bearings Co. , Inc. Employees 401(k) Savings Plan (NY) 120 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.