401(k) · DOL Form 5500 · 2024

Refocus, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
271
Participants Below avg headcount
62nd
Percentile by assets National rank
$50,427
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Refocus, Inc. · Sponsored by Refocus, Inc. · Rhode Island · Healthcare & Social Assistance

$14M in assets, 271 participants

Refocus, Inc.'s 403(b) Thrift Plan for Employees of Refocus, Inc. reported $14M in total assets and 271 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,435 in Healthcare & Social Assistance (16,916 peers)

Coverage in Rhode Island

403(b) Thrift Plan for Employees of Refocus, Inc. covers 271 participants in Rhode Island, about 19% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $14M.

#11,435
in Healthcare & Social Assistance (16,916 peers)
+21.1%
assets growth YoY

403(b) Thrift Plan for Employees of Refocus, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Refocus, Inc. vs every filed plan by assets

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

$13,665,584 Top 38% higher than 62% of 123,620 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 2024

403(b) Thrift Plan for Employees of Refocus, Inc. 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. 403(b) Thrift Plan for Employees of Refocus, Inc. sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Refocus, Inc. reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Refocus, Inc. end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Refocus, Inc. reported participants rose from 262 in the plan year 2023 filing to 271 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 050394380 · Refocus, Inc. PY 2024 · 401(k)

403(b) Thrift Plan for Employees of Refocus, Inc. · $14M · 271 · 62nd

  • PCT $14M
  • EIN 271
  • RANK 62nd
  • PHOTO 401(k)
  • IND near Royal Truck and Trailer Sales and Services, Inc. 401(k) Profit S
  • EOY ind #11435

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 Rhode Island →

403(b) Thrift Plan for Employees of Refocus, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Refocus, Inc.403(b) Thrift Plan for Emplo…$14MWilkins Recreational Vehicles, Inc. Profit Sharing PlanWilkins Recreational Vehicle…$14MWatson's of Cincinnati Profit Sharing 401(k) PlanWatson's of Cincinnati Profi…$14MRoyal Truck and Trailer Sales and Services, Inc. 401(k) Profit SRoyal Truck and Trailer Sale…$14MSierra Management and Technologies, Inc. 401(k) PlanSierra Management and Techno…$14M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Refocus, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rhode Island filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN050394380
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Refocus, Inc.)

Sponsor-wide plan assets over time

All Refocus, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 38.79727373786464% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.85M $13.7M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 226 $10M
2023 1 262 $11M
2024 1 271 $14M

Nearby 401(k) Plans in Rhode Island

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

403(b) Thrift Plan for Employees of Refocus, Inc. vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Refocus, Inc., Total assets ($B): 0.013665584 · Participants: 271403(b) Thrift Plan for Employees of Refocus, Inc.CVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
403(b) Thrift Plan for Employees of Refocus, Inc. vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Refocus, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Refocus, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Royal Truck and Trailer Sales and Services, Inc. 401(k) Profit S in MI ($14M); by covered participants it is Action Rentals Holdings, LLC in FL (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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.

Frequently Asked Questions

How did 403(b) Thrift Plan for Employees of Refocus, Inc. assets move in 2024? ▼
403(b) Thrift Plan for Employees of Refocus, Inc. grew sharply - up 21.1% during 2024, from $11M to $14M. Reported net income was $2M.
How have Refocus, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Refocus, Inc.'s sponsor-wide assets grew 38.8%, from $10M to $14M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Refocus, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Royal Truck and Trailer Sales and Services, Inc. 401(k) Profit S in MI ($14M, 190 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Refocus, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Action Rentals Holdings, LLC in FL (271 participants, $509K 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 050394380.

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.