401(k) · DOL Form 5500 · 2024

California Retina Consultants 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 121
Participants Small participant base: 64th
Percentile by assets National rank: $122,718
Avg per participant Near avg balance/head

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Official DOL plan name: California Retina Consultants 401(k) Plan · Sponsored by California Retina Consultants · California · Healthcare & Social Assistance

$15M in assets, 121 participants

California Retina Consultants's California Retina Consultants 401(k) Plan reported $15M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

#11,707 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

California Retina Consultants 401(k) Plan covers 121 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $15M.

#11,707
in Healthcare & Social Assistance (16,916 peers): +7.4%
assets growth YoY

California Retina Consultants 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

California Retina Consultants 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,848,861 Top 36% higher than 64% 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

California Retina Consultants 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Retina Consultants 401(k) Plan sits mid-pack in the medium band (121 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

California Retina Consultants 401(k) Plan reported net income rose from -$239K in the plan year 2022 filing to $1M in the plan year 2024 filing.
California Retina Consultants 401(k) Plan reported participants fell from 124 in the plan year 2022 filing to 121 in the plan year 2024 filing.

See the national 2022→2024 release diff →

EBSA filing schedule strip

Filing strip 223697030 · California Retina Consultants PY 2024 · 401(k)

California Retina Consultants 401(k) Plan · $15M · 121 · 64th

BOY $15M
SCH 121
EBSA 64th
PART 401(k)
TYPE near Daniels Sharpsmart, Inc. 401(k) Plan
NET ind #11707

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 California →

End-of-year total assets ($M) among California Retina Consultants 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$15M
Net Income	$1M
Employer EIN	223697030
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (California Retina Consultants)

Latest sponsor-wide plan assets: $55M; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	124	N/A
2024	4	439	$55M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

California Retina Consultants 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare California Retina Consultants 401(k) Plan side-by-side with 3 peers →

California Retina Consultants 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Daniels Sharpsmart, Inc. 401(k) Plan in IL ($15M); by covered participants it is Torrington Savings Bank 401(k) Savings Plan in CT (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Daniels Sharpsmart, Inc. 401(k) Plan (IL) $15M · 799
Delta Health Alliance, Inc. Retirement Plan (MS) $15M · 487
Connecticut Heating & Cooling Contractors Association Retirement Plan (CT) $15M · 230
Ips Employee Retirement Savings Plan (KY) $15M · 963

Similar participant headcount

Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.

Torrington Savings Bank 401(k) Savings Plan (CT) 121 · 0 off
Davis & Towle Group, Inc. 401(k) Plan & Trust (NH) 121 · 0 off
The Fremont Company 401(k) Plan (OH) 121 · 0 off
Truax Corporation Employees' Profit Sharing Plan (OR) 121 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did California Retina Consultants 401(k) Plan assets move in 2024? ▼

California Retina Consultants 401(k) Plan grew at a solid clip - up 7.4% during 2024, from $14M to $15M. Reported net income was $1M.

Which 401(k) plans are similar in size to California Retina Consultants 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Daniels Sharpsmart, Inc. 401(k) Plan in IL ($15M, 799 participants).

Which 401(k) plans cover a similar participant headcount to California Retina Consultants 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Torrington Savings Bank 401(k) Savings Plan in CT (121 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 223697030.