Money Purchase · DOL Form 5500 · 2023
Robert & William Hass Optometrists PC Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $438,650
- Avg per participant High balance/head
Official DOL plan name: Robert Hass & William Hass Optometrists PC Money Purchase Plan · Sponsored by Robert & William Hass Optometrists PC · Michigan · Healthcare & Social Assistance
$4M in assets, 10 participants
Robert & William Hass Optometrists PC's Robert Hass & William Hass Optometrists PC Money Purchase Plan reported $4M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #8,004 in Healthcare & Social Assistance (17,684 peers)
Robert & William Hass Optometrists PC multi-year trail
Robert & William Hass Optometrists PC's plans moved +26.5% in assets from 2022 to 2024; this filing shows Robert Hass & William Hass Optometrists PC Money Purchase Plan at $4M / 10 participants.
- #8,004
- in Healthcare & Social Assistance (17,684 peers)
- +17.2%
- assets growth YoY
Robert Hass & William Hass Optometrists PC Money Purchase Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Robert Hass & William Hass Optometrists PC Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,386,501 42nd percentile higher than 42% 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
Robert Hass & William Hass Optometrists PC Money Purchase Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert Hass & William Hass Optometrists PC Money Purchase Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robert Hass & William Hass Optometrists PC Money Purchase Plan reported net income rose from -$907K in the plan year 2022 filing to $644K in the plan year 2023 filing.
- Robert Hass & William Hass Optometrists PC Money Purchase Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 382223746 · Robert & William Hass Optometrists PC PY 2023 · Money Purchase
Robert Hass & William Hass Optometrists PC Money Purchase Plan · $4M · 10 · 42nd
- PART $4M
- PART 10
- PART 42nd
- PART Money Purchase
- PART near Chadron Community Hospital and Health Services Employees Retirement Plan
- PART ind #8004
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 Michigan →
Robert Hass & William Hass Optometrists PC Money Purchase Plan in the asset neighbourhood
Robert & William Hass Optometrists PC multi-year asset trail
Sponsor-wide plan assets over time
All Robert & William Hass Optometrists PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 26.46548800696517% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $4M |
| 2023 | 1 | 10 | $4M |
| 2024 | 1 | 11 | $5M |
Robert & William Hass Optometrists PC filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $644K |
| Employer EIN | 382223746 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Michigan
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan $1.4B · 31,968
- Michigan Regional Council of Carpenters' Annuity Fund $500M · 17,454
- Millwrights' Local 1102 Supplemental Pension Fund $306M · 2,267
- Operating Engineers' Local 324, Defined Contribution Pension Plan $237M · 7,464
- P & M Holding Group, LLP & Affiliated Entities Pension Plan $226M · 1,081
Robert Hass & William Hass Optometrists PC Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Michigan, the nearest Money Purchase by assets is Chadron Community Hospital and Health Services Employees Retirement Plan in NE ($4M); by covered participants it is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 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.