Money Purchase · DOL Form 5500 · 2024
Robert & William Hass Optometrists PC Money Purchase Plan
Data updated 2026-08-11
- $5M
- Total assets
- 11
- Participants
- 41st
- Percentile by assets
- $430,218
- Avg per participant
Official DOL plan name: Robert Hass & William Hass Optometrists PC Money Purchase Plan · Sponsored by Robert & William Hass Optometrists PC · Michigan · Healthcare & Social Assistance
$5M in assets, 11 participants
Robert & William Hass Optometrists PC's Robert Hass & William Hass Optometrists PC Money Purchase Plan reported $5M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- 41st percentile by assets (of 123,622 plans)
- #7,405 in Healthcare & Social Assistance (16,916 peers)
Robert & William Hass Optometrists PC multi-year trail
Robert & William Hass Optometrists PC's plans moved +26.5% in assets from 2022 to 2024; this filing shows Robert Hass & William Hass Optometrists PC Money Purchase Plan at $5M / 11 participants.
- $5M
- total plan assets (2024 EOY)
- 11
- covered participants
- 41st
- percentile by assets (of 123,622 plans)
- $430,218
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robert Hass & William Hass Optometrists PC Money Purchase Plan reported net income fell from $644K in the plan year 2023 filing to $346K in the plan year 2024 filing.
- Robert Hass & William Hass Optometrists PC Money Purchase Plan reported participants rose from 10 in the plan year 2023 filing to 11 in the plan year 2024 filing.
- Robert Hass & William Hass Optometrists PC Money Purchase Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Robert & William Hass Optometrists PC across 3 plan years on file
Across the 3 plan years Robert & William Hass Optometrists PC has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $5M, a gain of 26.5%, while reported participants moved from 10 to 11 (+10.0%). Peak year by sponsor assets: 2024 ($5M); trough: 2022 ($4M).
Robert & William Hass Optometrists PC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $4M |
| 2023 | 1 | 10 | $4M |
| 2024 | 1 | 11 | $5M |
Robert & William Hass Optometrists PC filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $346K |
| Employer EIN | 382223746 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Michigan
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Robert Hass & William Hass Optometrists PC Money Purchase Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan $1.6B · 35,197
- Michigan Regional Council of Carpenters' Annuity Fund $531M · 17,855
- P & M Holding Group, LLP & Affiliated Entities Pension Plan $250M · 1,182
- Operating Engineers' Local 324, Defined Contribution Pension Plan $248M · 7,667
- Michigan Laborers' Annuity Fund $129M · 4,355
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Robert Hass & William Hass Optometrists PC Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Robert Hass & William Hass Optometrists PC Money Purchase Plan assets move in 2024? ▼
How have Robert & William Hass Optometrists PC plan assets changed over time? ▼
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Multi-year trail
Ways to act on Robert Hass & William Hass Optometrists PC Money Purchase Plan's numbers.
- By total assets, Robert Hass & William Hass Optometrists PC Money Purchase Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Michigan. Compare plans
- Robert & William Hass Optometrists PC's sponsor-wide assets have grown 26.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans