401(k) · DOL Form 5500 · 2023
Associated Ophthalmologists, Ltd. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $140,272
- Avg per participant Near avg balance/head
Official DOL plan name: Associated Ophthalmologists, Ltd. Retirement Plan · Sponsored by Associated Ophthalmologists, Ltd. · Arizona · Healthcare & Social Assistance
$16M in assets, 115 participants
Associated Ophthalmologists, Ltd.'s Associated Ophthalmologists, Ltd. Retirement Plan reported $16M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #13,005 in Healthcare & Social Assistance (17,684 peers)
Coverage in Arizona
Associated Ophthalmologists, Ltd. Retirement Plan covers 115 participants in Arizona, about 20% of the average Arizona filer (state average ~564 per filing). Assets: $16M.
- #13,005
- in Healthcare & Social Assistance (17,684 peers)
- +11.0%
- assets growth YoY
Associated Ophthalmologists, Ltd. Retirement Plan's outsized position by total assets
Associated Ophthalmologists, Ltd. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,131,264 Top 31% higher than 69% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Associated Ophthalmologists, Ltd. 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. Associated Ophthalmologists, Ltd. Retirement Plan sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Associated Ophthalmologists, Ltd. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Associated Ophthalmologists, Ltd. Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Associated Ophthalmologists, Ltd. Retirement Plan reported participants fell from 120 in the plan year 2022 filing to 115 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 860212380 · Associated Ophthalmologists, Ltd. PY 2023 · 401(k)
Associated Ophthalmologists, Ltd. Retirement Plan · $16M · 115 · 69th
- EBSA $16M
- EBSA 115
- EBSA 69th
- EBSA 401(k)
- EBSA near Windsor House, Inc. 401(k) Savings Plan
- EBSA ind #13005
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 Arizona →
Associated Ophthalmologists, Ltd. Retirement Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 860212380 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Associated Ophthalmologists, Ltd.)
Sponsor-wide plan assets over time
All Associated Ophthalmologists, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 48.01824041857517% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 120 | $15M |
| 2023 | 1 | 115 | $16M |
| 2024 | 1 | 138 | $22M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Associated Ophthalmologists, Ltd. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Windsor House, Inc. 401(k) Savings Plan in OH ($16M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Windsor House, Inc. 401(k) Savings Plan (OH) $16M · 999
- Abnormal Security 401(k) Plan (CA) $16M · 505
- The Love Companies 401(k) Plan (MO) $16M · 777
- Meeder Investment Management, Inc. 401(k) Profit Sharing Plan (OH) $16M · 127
Similar participant headcount
Nearest other-state filings by covered participants (115 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.