Other · DOL Form 5500 · 2023
Retina Specialists, PA Retirement Plan
Data updated 2026-08-25
- $792K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $158,381
- Avg per participant Above avg balance/head
Official DOL plan name: Retina Specialists, PA Vip Plus Ps · Sponsored by Retina Specialists, PA · Texas · Healthcare & Social Assistance
$792K in assets, 5 participants
Retina Specialists, PA's Retina Specialists, PA Vip Plus Ps reported $792K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,038 in Healthcare & Social Assistance (17,684 peers)
Retina Specialists, PA multi-year trail
Retina Specialists, PA's plans moved +31.0% in assets from 2022 to 2024; this filing shows Retina Specialists, PA Vip Plus Ps at $792K / 5 participants.
- #3,038
- in Healthcare & Social Assistance (17,684 peers)
- +18.7%
- assets growth YoY
Retina Specialists, PA Vip Plus Ps among the smaller filed plans by assets
Retina Specialists, PA Vip Plus Ps vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$791,906 22nd percentile higher than 22% 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
Retina Specialists, PA Vip Plus Ps among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retina Specialists, PA Vip Plus Ps is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retina Specialists, PA Vip Plus Ps reported net income rose from -$209K in the plan year 2022 filing to $125K in the plan year 2023 filing.
- Retina Specialists, PA Vip Plus Ps end-of-year assets rose from $667K in the plan year 2022 filing to $792K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 742876166 · Retina Specialists, PA PY 2023 · Other
Retina Specialists, PA Vip Plus Ps · $792K · 5 · 22nd
- ASSETS $792K
- ASSETS 5
- ASSETS 22nd
- ASSETS Other
- ASSETS near Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity
- ASSETS ind #3038
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 →
Retina Specialists, PA Vip Plus Ps in the asset neighbourhood
Retina Specialists, PA multi-year asset trail
Sponsor-wide plan assets over time
All Retina Specialists, PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 31.012227126853514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8 | $3M |
| 2023 | 2 | 9 | $3M |
| 2024 | 2 | 7 | $3M |
Retina Specialists, PA filing trail (2023)
| Total Assets (Beginning of Year) | $667K |
|---|---|
| Net Assets (End of Year) | $792K |
| Net Income | $125K |
| Employer EIN | 742876166 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
Retina Specialists, PA Vip Plus Ps's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity in CT ($798K); by covered participants it is Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan in PA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($792K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.