401(k) · DOL Form 5500 · 2023

California Retina Associates, LP 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
189
Participants Below avg headcount
30th
Percentile by assets National rank
$10,511
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: California Retina Associates 401(k) Plan · Sponsored by California Retina Associates, LP · California · Healthcare & Social Assistance

$2M in assets, 189 participants

California Retina Associates, LP's California Retina Associates 401(k) Plan reported $2M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,112 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

California Retina Associates 401(k) Plan covers 189 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $2M.

#5,112
in Healthcare & Social Assistance (17,684 peers)
+40.3%
assets growth YoY

California Retina Associates 401(k) Plan among the smaller filed plans by assets

California Retina Associates 401(k) Plan vs every filed plan by assets

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

$1,986,662 30th percentile higher than 30% 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

California Retina Associates 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. California Retina Associates 401(k) Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Retina Associates 401(k) Plan reported net income rose from $321K in the plan year 2022 filing to $570K in the plan year 2023 filing.
  • California Retina Associates 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • California Retina Associates 401(k) Plan reported participants rose from 162 in the plan year 2022 filing to 189 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330298426 · California Retina Associates, LP PY 2023 · 401(k)

California Retina Associates 401(k) Plan · $2M · 189 · 30th

  • BOOK $2M
  • VS-ST 189
  • BOY 30th
  • SCH 401(k)
  • EBSA near Sunera Technologies Inc 401(k) Plan
  • PART ind #5112

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 California →

California Retina Associates 401(k) Plan in the asset neighbourhood

California Retina Associates 401(k) PlanCalifornia Retina Associates…$2MSunera Technologies Inc 401(k) PlanSunera Technologies Inc 401(…$2MWolf&law, P.C. 401(k) Plan$2MCrumbl Enterprises, LLC 401(k) PlanCrumbl Enterprises, LLC 401(…$2MSungrow Albion LLC 401(k) Profit Sharing Plan & TrustSungrow Albion LLC 401(k) Pr…$2M
End-of-year total assets ($M) among California Retina Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$570K
Employer EIN330298426
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Retina Associates, LP)

Sponsor-wide plan assets over time

All California Retina Associates, LP plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M 202220232024 $1.42M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 162 $1M
2023 2 355 $2M
2024 1 207 N/A

Nearby 401(k) Plans in California

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

California Retina Associates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Retina Associates 401(k) Plan, Total assets ($B): 0.001986662 · Participants: 189California Retina Associates 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
California Retina Associates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Retina Associates 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Sunera Technologies Inc 401(k) Plan in MI ($2M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (189 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 California Retina Associates 401(k) Plan assets move in 2023? ▼
California Retina Associates 401(k) Plan surged - up 40.3% during 2023, from $1M to $2M. Reported net income was $570K.
Which 401(k) plans are similar in size to California Retina Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunera Technologies Inc 401(k) Plan in MI ($2M, 230 participants).
Which 401(k) plans cover a similar participant headcount to California Retina Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 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 330298426.

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.