Defined Benefit (Pension) · DOL Form 5500 · 2023

Sharon Richens, M.D. Eye Physician and Surgeon Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
43
Participants Small participant base
40th
Percentile by assets National rank
$90,038
Avg per participant Below avg balance/head
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Official DOL plan name: Sharon Richens, M.D. Defined Benefit Plan · Sponsored by Sharon Richens, M.D. Eye Physician and Surgeon · Utah · Healthcare & Social Assistance

$4M in assets, 43 participants

Sharon Richens, M.D. Eye Physician and Surgeon's Sharon Richens, M.D. Defined Benefit Plan reported $4M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,443 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Sharon Richens, M.D. Defined Benefit Plan grew at a solid clip 11.6% in 2023 ($3M → $4M) for 43 participants.

#7,443
in Healthcare & Social Assistance (17,684 peers)
+11.6%
assets growth YoY

Sharon Richens, M.D. Defined Benefit Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sharon Richens, M.D. Defined Benefit Plan vs every filed plan by assets

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

$3,871,651 40th percentile higher than 40% 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

Sharon Richens, M.D. Defined Benefit 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. Sharon Richens, M.D. Defined Benefit Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sharon Richens, M.D. Defined Benefit Plan reported net income rose from -$266K in the plan year 2022 filing to $403K in the plan year 2023 filing.
  • Sharon Richens, M.D. Defined Benefit Plan reported participants fell from 56 in the plan year 2022 filing to 43 in the plan year 2023 filing.
  • Sharon Richens, M.D. Defined Benefit Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870675814 · Sharon Richens, M.D. Eye Physician and Surgeon PY 2023 · Defined Benefit (Pension)

Sharon Richens, M.D. Defined Benefit Plan · $4M · 43 · 40th

  • EBSA $4M
  • PART 43
  • TYPE 40th
  • NET Defined Benefit (Pension)
  • BOOK near Pfmhs Cash Balance Pension Plan
  • VS-ST ind #7443

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 Utah →

Sharon Richens, M.D. Defined Benefit Plan in the asset neighbourhood

Sharon Richens, M.D. Defined Benefit PlanSharon Richens, M.D. Defined…$4MPfmhs Cash Balance Pension PlanPfmhs Cash Balance Pension P…$4MReadington Farms Pension Plan$4MRetirement Plan for Hourly Production Employees of Willman Industries, Inc.Retirement Plan for Hourly P…$4MVda Management Services, Inc. Defined Benefit Pension PlanVda Management Services, Inc…$4M
End-of-year total assets ($M) among Sharon Richens, M.D. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Sharon Richens, M.D. Eye Physician and Surgeon years around the 2023 move

Sponsor-wide plan assets over time

All Sharon Richens, M.D. Eye Physician and Surgeon plans reported in each filing year

Latest sponsor-wide plan assets
$9M 4.166863270985606% vs 2022
2023 filing year
$8.2M$8.4M$8.6M$8.8M 20222023 $8.24M $8.59M ▲ +4.2%
Year Plans Participants Total Assets
2022 2 102 $8M
2023 2 86 $9M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$403K
Employer EIN870675814
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Utah

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sharon Richens, M.D. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246810 Total assets ($B) Participants Sharon Richens, M.D. Defined Benefit Plan, Total assets ($B): 0.003871651 · Participants: 43Sharon Richens, M.D. Defined Benefit PlanDeseret Mutual Master Retirement Plan, Total assets ($B): 7.736829103 · Participants: 11210Deseret Mutual Master Retirement PlanIntermountain Healthcare Pension Plan, Total assets ($B): 3.209613 · Participants: 28140Intermountain Healthcare Pension PlanRio Tinto America Inc. Retirement Plan, Total assets ($B): 0.97177716 · Participants: 1644Rio Tinto America Inc. Retirement PlanAmerica First Credit Union Pension Plan, Total assets ($B): 0.547334141 · Participants: 2464America First Credit Union Pension PlanRetail Food Employers & Ufcw Local 711 Pension, Total assets ($B): 0.3554572 · Participants: 8448Retail Food Employers & Ufcw Local 711 Pension
Sharon Richens, M.D. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants
Compare Sharon Richens, M.D. Defined Benefit Plan side-by-side with 3 peers →

Sharon Richens, M.D. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Utah, the nearest Defined Benefit (Pension) by assets is Pfmhs Cash Balance Pension Plan in CA ($4M); by covered participants it is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Sharon Richens, M.D. Defined Benefit Plan assets move in 2023? ▼
Sharon Richens, M.D. Defined Benefit Plan grew at a solid clip - up 11.6% during 2023, from $3M to $4M. Reported net income was $403K.
How have Sharon Richens, M.D. Eye Physician and Surgeon plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Sharon Richens, M.D. Eye Physician and Surgeon's sponsor-wide assets grew 4.2%, from $8M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Sharon Richens, M.D. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pfmhs Cash Balance Pension Plan in CA ($4M, 13 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sharon Richens, M.D. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants, $28M 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 870675814.

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.