Money Purchase · DOL Form 5500 · 2023
Robert & William Hass Optometrists PC Money Purchase Plan
Data updated 2026-08-11
- $4M
- Total assets
- 10
- Participants
- 42nd
- Percentile by assets
- $438,650
- Avg per participant
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.
- 42nd percentile by assets (of 127,072 plans)
- #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.
- $4M
- total plan assets (2023 EOY)
- 10
- covered participants
- 42nd
- percentile by assets (of 127,072 plans)
- $438,650
- avg assets per participant
Where Robert Hass & William Hass Optometrists PC Money Purchase Plan sits by total assets
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
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.
Robert & William Hass Optometrists PC across 3 plan years on file
Across the 3 plan years Robert & William Hass Optometrists PC has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $5M, a gain of 26.5%, while reported participants moved from 10 to 11 (+10.0%). Peak year by sponsor assets: 2024 ($5M); trough: 2022 ($4M).
Robert & William Hass Optometrists PC multi-year asset trail
| 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.
Robert Hass & William Hass Optometrists PC Money Purchase Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Robert Hass & William Hass Optometrists PC Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Robert Hass & William Hass Optometrists PC Money Purchase Plan assets move in 2023? ▼
How have Robert & William Hass Optometrists PC plan assets changed over time? ▼
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Next read for Robert Hass & William Hass Optometrists …
Multi-year trail
Ways to act on Robert Hass & William Hass Optometrists PC Money Purchase Plan's numbers.
- By total assets, Robert Hass & William Hass Optometrists PC Money Purchase Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Michigan. Compare plans
- Robert & William Hass Optometrists PC's sponsor-wide assets have grown 26.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans