Defined Benefit (Pension) · DOL Form 5500 · 2023

Eye Care Physicians & Surgeons, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
88
Participants Small participant base
46th
Percentile by assets National rank
$60,877
Avg per participant Low balance/head
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Official DOL plan name: Eye Care Physicians & Surgeons, Inc. Cash Balance Plan · Sponsored by Eye Care Physicians & Surgeons, Inc. · Oregon · Healthcare & Social Assistance

$5M in assets, 88 participants

Eye Care Physicians & Surgeons, Inc.'s Eye Care Physicians & Surgeons, Inc. Cash Balance Plan reported $5M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,820 in Healthcare & Social Assistance (17,684 peers)

Eye Care Physicians & Surgeons, Inc. multi-year trail

Eye Care Physicians & Surgeons, Inc.'s plans moved +28.3% in assets from 2022 to 2024; this filing shows Eye Care Physicians & Surgeons, Inc. Cash Balance Plan at $5M / 88 participants.

#8,820
in Healthcare & Social Assistance (17,684 peers)
+15.0%
assets growth YoY

Eye Care Physicians & Surgeons, Inc. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Eye Care Physicians & Surgeons, Inc. Cash Balance Plan vs every filed plan by assets

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

$5,357,136 46th percentile higher than 46% 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

Eye Care Physicians & Surgeons, Inc. Cash Balance 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. Eye Care Physicians & Surgeons, Inc. Cash Balance Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eye Care Physicians & Surgeons, Inc. Cash Balance Plan reported net income rose from -$151K in the plan year 2022 filing to $700K in the plan year 2023 filing.
  • Eye Care Physicians & Surgeons, Inc. Cash Balance Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Eye Care Physicians & Surgeons, Inc. Cash Balance Plan reported participants fell from 89 in the plan year 2022 filing to 88 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930611638 · Eye Care Physicians & Surgeons, Inc. PY 2023 · Defined Benefit (Pension)

Eye Care Physicians & Surgeons, Inc. Cash Balance Plan · $5M · 88 · 46th

  • TYPE $5M
  • NET 88
  • BOOK 46th
  • VS-ST Defined Benefit (Pension)
  • BOY near Employee's Pension Plan of Local 731 I B of T
  • SCH ind #8820

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 Oregon →

Eye Care Physicians & Surgeons, Inc. Cash Balance Plan in the asset neighbourhood

Eye Care Physicians & Surgeons, Inc. Cash Balance PlanEye Care Physicians & Surgeo…$5MPension Plan for the Employees of Edward John Noble Foundation, Inc.Pension Plan for the Employe…$5MThe Yale Club of New York City Pension PlanThe Yale Club of New York Ci…$5MEmployee's Pension Plan of Local 731 I B of TEmployee's Pension Plan of L…$5MSba Cash Balance Pension Plan for Bank of BotetourtSba Cash Balance Pension Pla…$5M
End-of-year total assets ($M) among Eye Care Physicians & Surgeons, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Eye Care Physicians & Surgeons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Eye Care Physicians & Surgeons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 28.31774269949357% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.9M $21.7M ▲ +28.3%
Year Plans Participants Total Assets
2022 2 177 $17M
2023 2 176 $19M
2024 2 204 $22M

Eye Care Physicians & Surgeons, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$700K
Employer EIN930611638
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Oregon

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

Eye Care Physicians & Surgeons, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Eye Care Physicians & Surgeons, Inc. Cash Balance Plan, Total assets ($B): 0.005357136 · Participants: 88Eye Care Physicians & Surgeons, Inc. Cash Balance PlanXpo Pension Plan, Total assets ($B): 1.662597016 · Participants: 4840Xpo Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.546537504 · Participants: 4660Northwest Sheet Metal Workers Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan, Total assets ($B): 1.119947239 · Participants: 3351Ua Local 290 Plumber, Steamfitter & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 1.05006839 · Participants: 2018Precision Castparts Corp. Retirement PlanOregon Retail Employees Pension Plan, Total assets ($B): 1.019198743 · Participants: 20043Oregon Retail Employees Pension Plan
Eye Care Physicians & Surgeons, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Eye Care Physicians & Surgeons, Inc. Cash Balance Plan side-by-side with 3 peers →

Eye Care Physicians & Surgeons, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Employee's Pension Plan of Local 731 I B of T in IL ($5M); by covered participants it is Isabella Bank Corporation Employee Retirement Plan in MI (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Eye Care Physicians & Surgeons, Inc. Cash Balance Plan assets move in 2023? ▼
Eye Care Physicians & Surgeons, Inc. Cash Balance Plan grew sharply - up 15.0% during 2023, from $5M to $5M. Reported net income was $700K.
How have Eye Care Physicians & Surgeons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eye Care Physicians & Surgeons, Inc.'s sponsor-wide assets grew 28.3%, from $17M to $22M.
Which Defined Benefit (Pension) plans are similar in size to Eye Care Physicians & Surgeons, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employee's Pension Plan of Local 731 I B of T in IL ($5M, 17 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Eye Care Physicians & Surgeons, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Isabella Bank Corporation Employee Retirement Plan in MI (88 participants, $7M 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 930611638.

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.