Defined Benefit (Pension) · DOL Form 5500 · 2023

Retina Consultants of Al, P.C. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
53
Participants Small participant base
44th
Percentile by assets National rank
$93,147
Avg per participant Below avg balance/head
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Official DOL plan name: Retina Consultants of Al, PC Cash Balance Plan · Sponsored by Retina Consultants of Al, P.C. · Alabama · Healthcare & Social Assistance

$5M in assets, 53 participants

Retina Consultants of Al, P.C.'s Retina Consultants of Al, PC Cash Balance Plan reported $5M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,488 in Healthcare & Social Assistance (17,684 peers)

Retina Consultants of Al, P.C. multi-year trail

Retina Consultants of Al, P.C.'s plans moved +242.2% in assets from 2022 to 2024; this filing shows Retina Consultants of Al, PC Cash Balance Plan at $5M / 53 participants.

#8,488
in Healthcare & Social Assistance (17,684 peers)
+16.4%
assets growth YoY

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

Retina Consultants of Al, PC Cash Balance Plan vs every filed plan by assets

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

$4,936,776 44th percentile higher than 44% 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

Retina Consultants of Al, PC 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. Retina Consultants of Al, PC Cash Balance Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retina Consultants of Al, PC Cash Balance Plan reported net income rose from -$526K in the plan year 2022 filing to $694K in the plan year 2023 filing.
  • Retina Consultants of Al, PC Cash Balance Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Retina Consultants of Al, PC Cash Balance Plan reported participants fell from 63 in the plan year 2022 filing to 53 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 631120285 · Retina Consultants of Al, P.C. PY 2023 · Defined Benefit (Pension)

Retina Consultants of Al, PC Cash Balance Plan · $5M · 53 · 44th

  • NET $5M
  • BOOK 53
  • VS-ST 44th
  • BOY Defined Benefit (Pension)
  • SCH near Enersys Cleveland Employees' Pension Plan
  • EBSA ind #8488

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 Alabama →

Retina Consultants of Al, PC Cash Balance Plan in the asset neighbourhood

Mauna Loa Macadamia Nut Corporation Pension Plan for Certain Hourly EmployeesMauna Loa Macadamia Nut Corp…$5MRetina Consultants of Al, PC Cash Balance PlanRetina Consultants of Al, PC…$5MEnersys Cleveland Employees' Pension PlanEnersys Cleveland Employees'…$5MMing - Zu Jack Hsieh, M.D. Inc Defined Benefit Pension PlanMing - Zu Jack Hsieh, M.D. I…$5MPension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products DivisionPension Plan for Union Emplo…$5M
End-of-year total assets ($M) among Retina Consultants of Al, PC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Retina Consultants of Al, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Retina Consultants of Al, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 242.23167893276138% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $4.24M $14.5M ▲ +242.5%
Year Plans Participants Total Assets
2022 1 63 $4M
2023 1 53 $5M
2024 2 108 $15M

Retina Consultants of Al, P.C. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$694K
Employer EIN631120285
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Alabama

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

Retina Consultants of Al, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Retina Consultants of Al, PC Cash Balance Plan, Total assets ($B): 0.004936776 · Participants: 53Retina Consultants of Al, PC Cash Balance PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.23300032 · Participants: 292Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.737313284 · Participants: 2014Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.716301272 · Participants: 2395Regions Financial Corporation Retirement Plan for AssociatesVulcan Materials Company Pension Plan, Total assets ($B): 0.507585545 · Participants: 776Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.440237888 · Participants: 832American Cast Iron Pipe Company Pension Plan
Retina Consultants of Al, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Retina Consultants of Al, PC Cash Balance Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Enersys Cleveland Employees' Pension Plan in PA ($5M); by covered participants it is IBEW Local 1799 Pension Fund in NY (53 participants). Same-state nearby plans are listed separately above.

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 Retina Consultants of Al, PC Cash Balance Plan assets move in 2023? ▼
Retina Consultants of Al, PC Cash Balance Plan grew sharply - up 16.4% during 2023, from $4M to $5M. Reported net income was $694K.
How have Retina Consultants of Al, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Retina Consultants of Al, P.C.'s sponsor-wide assets grew 242.2%, from $4M to $15M.
Which Defined Benefit (Pension) plans are similar in size to Retina Consultants of Al, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Enersys Cleveland Employees' Pension Plan in PA ($5M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retina Consultants of Al, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local 1799 Pension Fund in NY (53 participants, $3M 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 631120285.

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.