Defined Benefit (Pension) · DOL Form 5500 · 2023

Austin Retina Associates Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
118
Participants Small participant base
40th
Percentile by assets National rank
$32,990
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Austin Retina Associates Cash Balance Plan · Sponsored by Austin Retina Associates · Texas · Healthcare & Social Assistance

$4M in assets, 118 participants

Austin Retina Associates's Austin Retina Associates Cash Balance Plan reported $4M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,460 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Austin Retina Associates Cash Balance Plan covers 118 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#7,460
in Healthcare & Social Assistance (17,684 peers)
+4.6%
assets growth YoY

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

Austin Retina Associates Cash Balance Plan vs every filed plan by assets

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

$3,892,877 40th percentile higher than 40% 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

Austin Retina Associates 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. Austin Retina Associates Cash Balance Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Austin Retina Associates Cash Balance Plan reported net income rose from -$4M in the plan year 2022 filing to $170K in the plan year 2023 filing.
  • Austin Retina Associates Cash Balance Plan reported participants fell from 138 in the plan year 2022 filing to 118 in the plan year 2023 filing.
  • Austin Retina Associates Cash Balance Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742034080 · Austin Retina Associates PY 2023 · Defined Benefit (Pension)

Austin Retina Associates Cash Balance Plan · $4M · 118 · 40th

  • BOOK $4M
  • BOOK 118
  • BOOK 40th
  • BOOK Defined Benefit (Pension)
  • BOOK near Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan
  • BOOK ind #7460

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 →

Austin Retina Associates Cash Balance Plan in the asset neighbourhood

French Paper LLC Union Pension PlanFrench Paper LLC Union Pensi…$4MAustin Retina Associates Cash Balance PlanAustin Retina Associates Cas…$4MBob Milligan Insurance Agency,Inc. Defined Benefit Pension PlanBob Milligan Insurance Agenc…$4MHolyhood Cemetery Association Pension PlanHolyhood Cemetery Associatio…$4MRand-Whitney Retirement Plan for Members of Bargaining UnitsRand-Whitney Retirement Plan…$4M
End-of-year total assets ($M) among Austin Retina Associates Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$170K
Employer EIN742034080
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Austin Retina Associates)

Sponsor-wide plan assets over time

All Austin Retina Associates plans reported in each filing year

Latest sponsor-wide plan assets
$278K 98.34074093518338% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $16.8M $0.28M ▼ -98.3%
Year Plans Participants Total Assets
2022 2 312 $17M
2023 2 224 $4M
2024 1 N/A $278K

Nearby Defined Benefit (Pension) Plans in Texas

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

Austin Retina Associates Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Austin Retina Associates Cash Balance Plan, Total assets ($B): 0.003892877 · Participants: 118Austin Retina Associates Cash Balance PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Austin Retina Associates Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Austin Retina Associates Cash Balance Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in FL ($4M); by covered participants it is Serralles Hotel, Inc. Pension Plan in PR (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Austin Retina Associates Cash Balance Plan assets move in 2023? ▼
Austin Retina Associates Cash Balance Plan edged up modestly - up 4.6% during 2023, from $4M to $4M. Reported net income was $170K.
How have Austin Retina Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Austin Retina Associates's sponsor-wide assets declined 98.3%, from $17M to $278K.
Which Defined Benefit (Pension) plans are similar in size to Austin Retina Associates Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in FL ($4M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Austin Retina Associates Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Serralles Hotel, Inc. Pension Plan in PR (118 participants, $2M 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 742034080.

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.