401(k) · DOL Form 5500 · 2023

Southeastern Retina Associates, PC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
233
Participants Below avg headcount
81st
Percentile by assets National rank
$145,389
Avg per participant Above avg balance/head
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Official DOL plan name: Southeastern Retina Associates, PC Profit Sharing 401(k) Plan · Sponsored by Southeastern Retina Associates, PC · Tennessee · Healthcare & Social Assistance

$34M in assets, 233 participants

Southeastern Retina Associates, PC's Southeastern Retina Associates, PC Profit Sharing 401(k) Plan reported $34M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,812 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Southeastern Retina Associates, PC Profit Sharing 401(k) Plan covers 233 participants in Tennessee, about 21% of the average Tennessee filer (state average ~1,126 per filing). Assets: $34M.

#14,812
in Healthcare & Social Assistance (17,684 peers)
+3.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Southeastern Retina Associates, PC Profit Sharing 401(k) Plan's outsized position by total assets

Southeastern Retina Associates, PC Profit Sharing 401(k) Plan vs every filed plan by assets

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

$33,875,539 Top 19% higher than 81% 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

Southeastern Retina Associates, PC Profit Sharing 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southeastern Retina Associates, PC Profit Sharing 401(k) Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southeastern Retina Associates, PC Profit Sharing 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Southeastern Retina Associates, PC Profit Sharing 401(k) Plan reported participants rose from 209 in the plan year 2022 filing to 233 in the plan year 2023 filing.
  • Southeastern Retina Associates, PC Profit Sharing 401(k) Plan end-of-year assets rose from $33M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 621094813 · Southeastern Retina Associates, PC PY 2023 · 401(k)

Southeastern Retina Associates, PC Profit Sharing 401(k) Plan · $34M · 233 · 81st

  • NET $34M
  • NET 233
  • NET 81st
  • NET 401(k)
  • NET near Becket & Lee, LLP Employee Savings & Protection Plan
  • NET ind #14812

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 Tennessee →

Southeastern Retina Associates, PC Profit Sharing 401(k) Plan in the asset neighbourhood

Southeastern Retina Associates, PC Profit Sharing 401(k) PlanSoutheastern Retina Associat…$34MBecket & Lee, LLP Employee Savings & Protection PlanBecket & Lee, LLP Employee S…$34MPacific Hide & Fur Depot D/B/a Pacific Steel & Recycling 401(k) PlanPacific Hide & Fur Depot D/B…$34MCentury Golf 401(k) Savings PlanCentury Golf 401(k) Savings …$34MShipco Transport Inc's 401(k) PlanShipco Transport Inc's 401(k…$34M
End-of-year total assets ($M) among Southeastern Retina Associates, PC Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$34M
Net Income$1M
Employer EIN621094813
Plan Effective Date1980-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeastern Retina Associates, PC)

Sponsor-wide plan assets over time

All Southeastern Retina Associates, PC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 18.125230974214563% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42.8M $50.5M ▲ +18.1%
Year Plans Participants Total Assets
2022 2 391 $43M
2023 2 428 $46M
2024 2 468 $51M

Nearby 401(k) Plans in Tennessee

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

Southeastern Retina Associates, PC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Southeastern Retina Associates, PC Profit Sharing 401(k) Plan, Total assets ($B): 0.033875539 · Participants: 233Southeastern Retina Associates, PC Profit Sharing 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Southeastern Retina Associates, PC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southeastern Retina Associates, PC Profit Sharing 401(k) Plan side-by-side with 3 peers →

Southeastern Retina Associates, PC Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Becket & Lee, LLP Employee Savings & Protection Plan in PA ($34M); by covered participants it is Decco, Inc. 401(k) Ps Plan in NH (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Southeastern Retina Associates, PC Profit Sharing 401(k) Plan assets move in 2023? ▼
Southeastern Retina Associates, PC Profit Sharing 401(k) Plan edged up modestly - up 3.2% during 2023, from $33M to $34M. Reported net income was $1M.
How have Southeastern Retina Associates, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeastern Retina Associates, PC's sponsor-wide assets grew 18.1%, from $43M to $51M.
Where does Southeastern Retina Associates, PC Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Southeastern Retina Associates, PC Profit Sharing 401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Southeastern Retina Associates, PC Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Becket & Lee, LLP Employee Savings & Protection Plan in PA ($34M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Southeastern Retina Associates, PC Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Decco, Inc. 401(k) Ps Plan in NH (233 participants, $29M 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 621094813.

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.