401(k) · DOL Form 5500 · 2023
Houston Retina Associates PA 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 61
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $126,498
- Avg per participant Near avg balance/head
Official DOL plan name: Houston Retina Associates PA 401(k) Profit Sharing Plan & Trust · Sponsored by Houston Retina Associates PA · Texas · Healthcare & Social Assistance
$8M in assets, 61 participants
Houston Retina Associates PA's Houston Retina Associates PA 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #10,343 in Healthcare & Social Assistance (17,684 peers)
Houston Retina Associates PA multi-year trail
Houston Retina Associates PA's plans moved +60.2% in assets from 2022 to 2024; this filing shows Houston Retina Associates PA 401(k) Profit Sharing Plan & Trust at $8M / 61 participants.
- #10,343
- in Healthcare & Social Assistance (17,684 peers)
- +28.1%
- assets growth YoY
Houston Retina Associates PA 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Houston Retina Associates PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,716,390 Top 47% higher than 53% 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
Houston Retina Associates PA 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houston Retina Associates PA 401(k) Profit Sharing Plan & Trust is a small filing (61 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Houston Retina Associates PA 401(k) Profit Sharing Plan & Trust reported net income rose from -$910K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Houston Retina Associates PA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Houston Retina Associates PA 401(k) Profit Sharing Plan & Trust reported participants fell from 64 in the plan year 2022 filing to 61 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 010699322 · Houston Retina Associates PA PY 2023 · 401(k)
Houston Retina Associates PA 401(k) Profit Sharing Plan & Trust · $8M · 61 · 53rd
- VS-ST $8M
- VS-ST 61
- VS-ST 53rd
- VS-ST 401(k)
- VS-ST near Cbi Retirement Plan
- VS-ST ind #10343
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 Texas →
Houston Retina Associates PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Houston Retina Associates PA multi-year asset trail
Sponsor-wide plan assets over time
All Houston Retina Associates PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 60.21249486681267% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 64 | $6M |
| 2023 | 1 | 61 | $8M |
| 2024 | 1 | 57 | $10M |
Houston Retina Associates PA filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 010699322 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Houston Retina Associates PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Cbi Retirement Plan in FL ($8M); by covered participants it is Trex Commercial Products 401(k) Plan and Trust in MN (61 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Cbi Retirement Plan (FL) $8M · 131
- Rps/Rph Employee Savings Plan (NV) $8M · 398
- Bicsi 401(k) Plan (FL) $8M · 54
- Preload Profit Sharing 401(k) Plan (KY) $8M · 276
Similar participant headcount
Nearest other-state filings by covered participants (61 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.