Money Purchase · DOL Form 5500 · 2024
Robert & William Hass Optometrists PC Money Purchase Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $430,218
- Avg per participant High balance/head
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.
- #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.
- #7,405
- in Healthcare & Social Assistance (16,916 peers)
- +7.9%
- assets growth YoY
Robert Hass & William Hass Optometrists PC Money Purchase Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Robert Hass & William Hass Optometrists PC Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,732,398 41st percentile higher than 41% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Robert Hass & William Hass Optometrists PC Money Purchase Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert Hass & William Hass Optometrists PC Money Purchase Plan is a small filing (11 participants) on this national headcount ladder.
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.
Published 5500 schedule card
Filing strip 382223746 · Robert & William Hass Optometrists PC PY 2024 · Money Purchase
Robert Hass & William Hass Optometrists PC Money Purchase Plan · $5M · 11 · 41st
- VS-ST $5M
- BOY 11
- SCH 41st
- EBSA Money Purchase
- PART near Emmett L. Goodman, Jr. Profit Sharing Trust
- TYPE ind #7405
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 Michigan →
Robert Hass & William Hass Optometrists PC Money Purchase Plan in the asset neighbourhood
Robert & William Hass Optometrists PC multi-year asset trail
Sponsor-wide plan assets over time
All Robert & William Hass Optometrists PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 26.46548800696517% vs 2022
- 2024 filing year
| 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.
- 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
Robert Hass & William Hass Optometrists PC Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Michigan, the nearest Money Purchase by assets is Emmett L. Goodman, Jr. Profit Sharing Trust in GA ($5M); by covered participants it is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.