401(k) · DOL Form 5500 · 2023

Sharon Richens, M.D. Eye Physician and Surgeon 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
43
Participants Small participant base
43rd
Percentile by assets National rank
$109,675
Avg per participant Below avg balance/head
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Official DOL plan name: Sharon Richens, M.D. Retirement Plan · Sponsored by Sharon Richens, M.D. Eye Physician and Surgeon · Utah · Healthcare & Social Assistance

$5M in assets, 43 participants

Sharon Richens, M.D. Eye Physician and Surgeon's Sharon Richens, M.D. Retirement Plan reported $5M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,277 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Sharon Richens, M.D. Retirement Plan holds $5M for 43 participants - about $109,675 per participant, in the lower half of filed plans by assets.

#8,277
in Healthcare & Social Assistance (17,684 peers)
-1.2%
assets change YoY

The plan reported a net loss of $60K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$4,716,010 43rd percentile higher than 43% 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. Retirement 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. Retirement 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. Retirement Plan reported net income rose from -$787K in the plan year 2022 filing to -$60K in the plan year 2023 filing.
  • Sharon Richens, M.D. Retirement Plan reported participants fell from 46 in the plan year 2022 filing to 43 in the plan year 2023 filing.
  • Sharon Richens, M.D. Retirement Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M 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 · 401(k)

Sharon Richens, M.D. Retirement Plan · $5M · 43 · 43rd

  • PCT $5M
  • EIN 43
  • RANK 43rd
  • PHOTO 401(k)
  • IND near Nsp Proteins 401(k) Plan
  • EOY ind #8277

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. Retirement Plan in the asset neighbourhood

Sharon Richens, M.D. Retirement PlanSharon Richens, M.D. Retirem…$5MNsp Proteins 401(k) Plan$5MSecure Future Savings and Investing PlanSecure Future Savings and In…$5MVincent R. Arrigo Retirement Plan and TrustVincent R. Arrigo Retirement…$5MLamarche Associates, Inc. 401(k) PlanLamarche Associates, Inc. 40…$5M
End-of-year total assets ($M) among Sharon Richens, M.D. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$60K
Employer EIN870675814
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sharon Richens, M.D. Eye Physician and Surgeon)

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

Nearby 401(k) Plans in Utah

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

Sharon Richens, M.D. Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Sharon Richens, M.D. Retirement Plan, Total assets ($B): 0.00471601 · Participants: 43Sharon Richens, M.D. Retirement PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Sharon Richens, M.D. Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Sharon Richens, M.D. Retirement Plan side-by-side with 3 peers →

Sharon Richens, M.D. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Nsp Proteins 401(k) Plan in OK ($5M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

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. Retirement Plan assets move in 2023? ▼
Sharon Richens, M.D. Retirement Plan edged down modestly - down 1.2% during 2023, from $5M to $5M. Reported net income was -$60K.
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 401(k) plans are similar in size to Sharon Richens, M.D. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nsp Proteins 401(k) Plan in OK ($5M, 382 participants).
Which 401(k) plans cover a similar participant headcount to Sharon Richens, M.D. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants, $3M 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.