Defined Benefit (Pension) · DOL Form 5500 · 2023

Southeastern Retina Associates, PC Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
195
Participants Below avg headcount
63rd
Percentile by assets National rank
$63,532
Avg per participant Low balance/head
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Official DOL plan name: Southeastern Retina Associates, PC Cash Balance Plan · Sponsored by Southeastern Retina Associates, PC · Tennessee · Healthcare & Social Assistance

$12M in assets, 195 participants

Southeastern Retina Associates, PC's Southeastern Retina Associates, PC Cash Balance Plan reported $12M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,139 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Southeastern Retina Associates, PC Cash Balance Plan covers 195 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $12M.

#12,139
in Healthcare & Social Assistance (17,684 peers)
+24.8%
assets growth YoY

Southeastern Retina Associates, PC Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southeastern Retina Associates, PC Cash Balance Plan vs every filed plan by assets

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

$12,388,674 Top 37% higher than 63% 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 Cash Balance 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 Cash Balance Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southeastern Retina Associates, PC Cash Balance Plan reported net income rose from $692K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Southeastern Retina Associates, PC Cash Balance Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Southeastern Retina Associates, PC Cash Balance Plan reported participants rose from 182 in the plan year 2022 filing to 195 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 · Defined Benefit (Pension)

Southeastern Retina Associates, PC Cash Balance Plan · $12M · 195 · 63rd

  • EBSA $12M
  • PART 195
  • TYPE 63rd
  • NET Defined Benefit (Pension)
  • BOOK near Mamiye Brothers Inc. Pension Plan
  • VS-ST ind #12139

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 Cash Balance Plan in the asset neighbourhood

Southeastern Retina Associates, PC Cash Balance PlanSoutheastern Retina Associat…$12MMamiye Brothers Inc. Pension PlanMamiye Brothers Inc. Pension…$12MOhio Operating Engineers Health & Welfare Staff Emps Pension PlanOhio Operating Engineers Hea…$12MArizona Chemical Retirement Plan for Collectively Bargained EmployeesArizona Chemical Retirement …$12MHolstein Association USA, Inc. Amended and Restated Pension PlanHolstein Association USA, In…$12M
End-of-year total assets ($M) among Southeastern Retina Associates, PC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN621094813
Plan Effective Date2010-01-01
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 Defined Benefit (Pension) Plans in Tennessee

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

Southeastern Retina Associates, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Southeastern Retina Associates, PC Cash Balance Plan, Total assets ($B): 0.012388674 · Participants: 195Southeastern Retina Associates, PC Cash Balance PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Southeastern Retina Associates, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Southeastern Retina Associates, PC Cash Balance Plan side-by-side with 3 peers →

Southeastern Retina Associates, PC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Mamiye Brothers Inc. Pension Plan in NY ($12M); by covered participants it is Sheet Metal Workers Local #44 Retirement Income Plan in PA (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Cash Balance Plan assets move in 2023? ▼
Southeastern Retina Associates, PC Cash Balance Plan grew sharply - up 24.8% during 2023, from $10M to $12M. Reported net income was $2M.
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.
Which Defined Benefit (Pension) plans are similar in size to Southeastern Retina Associates, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mamiye Brothers Inc. Pension Plan in NY ($12M, 44 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southeastern Retina Associates, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal Workers Local #44 Retirement Income Plan in PA (195 participants, $32M 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.