401(k) · DOL Form 5500 · 2023

Texas Retina Associates 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
266
Participants Below avg headcount
81st
Percentile by assets National rank
$131,756
Avg per participant Near avg balance/head
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Official DOL plan name: Texas Retina Associates Retirement Plan · Sponsored by Texas Retina Associates · Texas · Healthcare & Social Assistance

$35M in assets, 266 participants

Texas Retina Associates's Texas Retina Associates Retirement Plan reported $35M in total assets and 266 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.

  • #14,885 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Texas Retina Associates Retirement Plan covers 266 participants in Texas, about 39% of the average Texas filer (state average ~688 per filing). Assets: $35M.

#14,885
in Healthcare & Social Assistance (17,684 peers)
+19.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Texas Retina Associates Retirement Plan's outsized position by total assets

Texas Retina Associates Retirement Plan vs every filed plan by assets

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

$35,046,966 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

Texas Retina Associates Retirement 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. Texas Retina Associates Retirement Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Texas Retina Associates Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Texas Retina Associates Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Texas Retina Associates Retirement Plan reported participants rose from 241 in the plan year 2022 filing to 266 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 751362336 · Texas Retina Associates PY 2023 · 401(k)

Texas Retina Associates Retirement Plan · $35M · 266 · 81st

  • BOOK $35M
  • BOOK 266
  • BOOK 81st
  • BOOK 401(k)
  • BOOK near Bodensteiner Implement Company Retirement Savings Plan
  • BOOK ind #14885

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 →

Texas Retina Associates Retirement Plan in the asset neighbourhood

Texas Retina Associates Retirement PlanTexas Retina Associates Reti…$35MBodensteiner Implement Company Retirement Savings PlanBodensteiner Implement Compa…$35MRudolph Foods Company, Inc. 401(k) Retirement PlanRudolph Foods Company, Inc. …$35MSymmons Industries, Inc. 401(k) PlanSymmons Industries, Inc. 401…$35MBarentz North America, LLC 401(k) Retirement PlanBarentz North America, LLC 4…$35M
End-of-year total assets ($M) among Texas Retina Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$35M
Net Income$7M
Employer EIN751362336
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Retina Associates)

Sponsor-wide plan assets over time

All Texas Retina Associates plans reported in each filing year

Latest sponsor-wide plan assets
$40M 36.9115413058456% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.4M $40.3M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 241 $29M
2023 1 266 $35M
2024 1 253 $40M

Nearby 401(k) Plans in Texas

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

Texas Retina Associates Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Retina Associates Retirement Plan, Total assets ($B): 0.035046966 · Participants: 266Texas Retina Associates Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Texas Retina Associates Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Texas Retina Associates Retirement Plan side-by-side with 3 peers →

Texas Retina Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bodensteiner Implement Company Retirement Savings Plan in IA ($35M); by covered participants it is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Texas Retina Associates Retirement Plan assets move in 2023? ▼
Texas Retina Associates Retirement Plan grew sharply - up 19.0% during 2023, from $29M to $35M. Reported net income was $7M.
How have Texas Retina Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Retina Associates's sponsor-wide assets grew 36.9%, from $29M to $40M.
Where does Texas Retina Associates Retirement Plan rank by assets among Form 5500 filers? ▼
Texas Retina Associates Retirement 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 Texas Retina Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bodensteiner Implement Company Retirement Savings Plan in IA ($35M, 241 participants).
Which 401(k) plans cover a similar participant headcount to Texas Retina Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants, N/A 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 751362336.

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.