401(k) · DOL Form 5500 · 2024

Texas Retina Associates 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
253
Participants Below avg headcount
82nd
Percentile by assets National rank
$159,319
Avg per participant Above avg balance/head
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Official DOL plan name: Texas Retina Associates Retirement Plan · Sponsored by Texas Retina Associates · Texas · Healthcare & Social Assistance

$40M in assets, 253 participants

Texas Retina Associates's Texas Retina Associates Retirement Plan reported $40M in total assets and 253 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,231 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Texas Retina Associates Retirement Plan covers 253 participants in Texas, about 37% of the average Texas filer (state average ~688 per filing). Assets: $40M.

#14,231
in Healthcare & Social Assistance (16,916 peers)
+15.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Texas Retina Associates Retirement Plan's outsized position by total assets

Texas Retina Associates Retirement Plan vs every filed plan by assets

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

$40,307,749 Top 18% higher than 82% 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

Texas Retina Associates Retirement 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. Texas Retina Associates Retirement Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Texas Retina Associates Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Texas Retina Associates Retirement Plan end-of-year assets rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Texas Retina Associates Retirement Plan reported participants fell from 266 in the plan year 2023 filing to 253 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 751362336 · Texas Retina Associates PY 2024 · 401(k)

Texas Retina Associates Retirement Plan · $40M · 253 · 82nd

  • PART $40M
  • PART 253
  • PART 82nd
  • PART 401(k)
  • PART near Morrow Equipment Company L. L. C. Savings Plan
  • PART ind #14231

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 Texas →

Texas Retina Associates Retirement Plan in the asset neighbourhood

Texas Retina Associates Retirement PlanTexas Retina Associates Reti…$40MMorrow Equipment Company L. L. C. Savings PlanMorrow Equipment Company L. …$40MIBEW Local 40 - NECA 401(k) PlanIBEW Local 40 - NECA 401(k) …$40MNew York Daily News Defined Contribution Retirement PlanNew York Daily News Defined …$40MNew England Controls 401(k) PlanNew England Controls 401(k) …$40M
End-of-year total assets ($M) among Texas Retina Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$5M
Employer EIN751362336
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Retina Associates)

Sponsor-wide plan assets over time

All Texas Retina Associates plans reported in each filing year

Latest sponsor-wide plan assets
$40M 36.9115413058456% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.4M $40.3M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 241 $29M
2023 1 266 $35M
2024 1 253 $40M

Nearby 401(k) Plans in Texas

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

Texas Retina Associates Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Retina Associates Retirement Plan, Total assets ($B): 0.040307749 · Participants: 253Texas Retina Associates Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Texas Retina Associates Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Texas Retina Associates Retirement Plan side-by-side with 3 peers →

Texas Retina Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Morrow Equipment Company L. L. C. Savings Plan in OR ($40M); by covered participants it is Dwa Healthcare Communications Group, Inc. 401(k) Plan in NY (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Texas Retina Associates Retirement Plan assets move in 2024? ▼
Texas Retina Associates Retirement Plan grew sharply - up 15.0% during 2024, from $35M to $40M. Reported net income was $5M.
How have Texas Retina Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Retina Associates's sponsor-wide assets grew 36.9%, from $29M to $40M.
Where does Texas Retina Associates Retirement Plan rank by assets among Form 5500 filers? ▼
Texas Retina Associates Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Texas Retina Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morrow Equipment Company L. L. C. Savings Plan in OR ($40M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Texas Retina Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dwa Healthcare Communications Group, Inc. 401(k) Plan in NY (253 participants, N/A 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 751362336.

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.