401(k) · DOL Form 5500 · 2023

Retina Consultants, PLLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
69
Participants Small participant base
73rd
Percentile by assets National rank
$291,299
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retina Consultants Profit Sharing 401(k) Plan · Sponsored by Retina Consultants, PLLC · West Virginia · Healthcare & Social Assistance

$20M in assets, 69 participants

Retina Consultants, PLLC's Retina Consultants Profit Sharing 401(k) Plan reported $20M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,632 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Retina Consultants Profit Sharing 401(k) Plan grew sharply 18.7% in 2023 ($17M → $20M) for 69 participants.

#13,632
in Healthcare & Social Assistance (17,684 peers)
+18.7%
assets growth YoY

Retina Consultants Profit Sharing 401(k) Plan's outsized position by total assets

Retina Consultants Profit Sharing 401(k) Plan vs every filed plan by assets

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

$20,099,658 Top 27% higher than 73% 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

Retina Consultants Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retina Consultants Profit Sharing 401(k) Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retina Consultants Profit Sharing 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Retina Consultants Profit Sharing 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Retina Consultants Profit Sharing 401(k) Plan reported participants fell from 84 in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 550703678 · Retina Consultants, PLLC PY 2023 · 401(k)

Retina Consultants Profit Sharing 401(k) Plan · $20M · 69 · 73rd

  • IND $20M
  • IND 69
  • IND 73rd
  • IND 401(k)
  • IND near Interstate Engineering, Inc. 401(k) Profit Sharing Plan
  • IND ind #13632

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 West Virginia →

Retina Consultants Profit Sharing 401(k) Plan in the asset neighbourhood

Retina Consultants Profit Sharing 401(k) PlanRetina Consultants Profit Sh…$20MInterstate Engineering, Inc. 401(k) Profit Sharing PlanInterstate Engineering, Inc.…$20MBowser Automotive, Inc. Savings PlanBowser Automotive, Inc. Savi…$20MPai Holdings, LLC 401(k) Plan$20MPequot Tool & Mfg., Inc. Employees Savings TrustPequot Tool & Mfg., Inc. Emp…$20M
End-of-year total assets ($M) among Retina Consultants Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Retina Consultants, PLLC years around the 2023 move

Sponsor-wide plan assets over time

All Retina Consultants, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $16.9M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 84 $17M
2023 1 69 $20M
2024 1 80 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN550703678
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in West Virginia

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

Retina Consultants Profit Sharing 401(k) Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Retina Consultants Profit Sharing 401(k) Plan, Total assets ($B): 0.020099658 · Participants: 69Retina Consultants Profit Sharing 401(k) PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.063431645 · Participants: 1878Orrick, Herrington & Sutcliffe LLP Retirement PlanCamc Health System Basic Retirement Plan, Total assets ($B): 0.718819432 · Participants: 0Camc Health System Basic Retirement PlanAmerican Public Education Retirement Plan, Total assets ($B): 0.259281173 · Participants: 5728American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255241932 · Participants: 2525West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.227919168 · Participants: 2740United Bankshares, Inc. Savings and Stock Investment Plan
Retina Consultants Profit Sharing 401(k) Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare Retina Consultants Profit Sharing 401(k) Plan side-by-side with 3 peers →

Retina Consultants Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Interstate Engineering, Inc. 401(k) Profit Sharing Plan in ND ($20M); by covered participants it is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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

How did Retina Consultants Profit Sharing 401(k) Plan assets move in 2023? ▼
Retina Consultants Profit Sharing 401(k) Plan grew sharply - up 18.7% during 2023, from $17M to $20M. Reported net income was $3M.
Which 401(k) plans are similar in size to Retina Consultants Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Interstate Engineering, Inc. 401(k) Profit Sharing Plan in ND ($20M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Retina Consultants Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants, $6M 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 550703678.

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.