Other · DOL Form 5500 · 2024

Retina Specialists, PA Retirement Plan

Data updated 2026-08-25

$902K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$300,685
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retina Specialists, PA Vip Plus Ps · Sponsored by Retina Specialists, PA · Texas · Healthcare & Social Assistance

$902K in assets, 3 participants

Retina Specialists, PA's Retina Specialists, PA Vip Plus Ps reported $902K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,048 in Healthcare & Social Assistance (16,916 peers)

Retina Specialists, PA multi-year trail

Retina Specialists, PA's plans moved +31.0% in assets from 2022 to 2024; this filing shows Retina Specialists, PA Vip Plus Ps at $902K / 3 participants.

#3,048
in Healthcare & Social Assistance (16,916 peers)
+13.9%
assets growth YoY

Retina Specialists, PA Vip Plus Ps among the smaller filed plans by assets

Retina Specialists, PA Vip Plus Ps vs every filed plan by assets

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

$902,056 22nd percentile higher than 22% 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

Retina Specialists, PA Vip Plus Ps among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retina Specialists, PA Vip Plus Ps is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retina Specialists, PA Vip Plus Ps reported participants fell from 5 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Retina Specialists, PA Vip Plus Ps end-of-year assets rose from $792K in the plan year 2023 filing to $902K in the plan year 2024 filing.
  • Retina Specialists, PA Vip Plus Ps reported net income fell from $125K in the plan year 2023 filing to $110K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742876166 · Retina Specialists, PA PY 2024 · Other

Retina Specialists, PA Vip Plus Ps · $902K · 3 · 22nd

  • BOY $902K
  • SCH 3
  • EBSA 22nd
  • PART Other
  • TYPE near Skyline Education 403(b) Plan
  • NET ind #3048

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 →

Retina Specialists, PA Vip Plus Ps in the asset neighbourhood

Conductive Technologies, Inc. Stock Bonus PlanConductive Technologies, Inc…$918KSkyline Education 403(b) Plan$905KPace Management, Inc-401(k) Retirmeent PlanPace Management, Inc-401(k) …$913KRetina Specialists, PA Vip Plus PsRetina Specialists, PA Vip P…$902KSafe Haven of Greater Waterbury, Inc Tax Deferred AnnuitySafe Haven of Greater Waterb…$891K
End-of-year total assets ($M) among Retina Specialists, PA Vip Plus Ps and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Retina Specialists, PA multi-year asset trail

Sponsor-wide plan assets over time

All Retina Specialists, PA plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.012227126853514% vs 2022
2024 filing year
$2.5M$3M$3.5M 202220232024 $2.61M $3.41M ▲ +30.7%
Year Plans Participants Total Assets
2022 2 8 $3M
2023 2 9 $3M
2024 2 7 $3M

Retina Specialists, PA filing trail (2024)

Total Assets (Beginning of Year)$792K
Net Assets (End of Year)$902K
Net Income$110K
Employer EIN742876166
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Retina Specialists, PA Vip Plus Ps vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Retina Specialists, PA Vip Plus Ps, Total assets ($B): 0.000902056 · Participants: 3Retina Specialists, PA Vip Plus PsMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research Institute Retirement Plan
Retina Specialists, PA Vip Plus Ps vs. nearby Other plans in Texas, assets vs. participants

Retina Specialists, PA Vip Plus Ps's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Skyline Education 403(b) Plan in AZ ($905K); by covered participants it is Single K in IL (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Retina Specialists, PA Vip Plus Ps assets move in 2024?
Retina Specialists, PA Vip Plus Ps grew at a solid clip - up 13.9% during 2024, from $792K to $902K. Reported net income was $110K.
How have Retina Specialists, PA plan assets changed over time?
Across 3 plan years on file (2022-2024), Retina Specialists, PA's sponsor-wide assets grew 31.0%, from $3M to $3M.
Where does Retina Specialists, PA Vip Plus Ps rank by assets among Form 5500 filers?
Retina Specialists, PA Vip Plus Ps ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Retina Specialists, PA Vip Plus Ps?
Among Other plans in other states, the closest by assets is Skyline Education 403(b) Plan in AZ ($905K, 222 participants).
Which Other plans cover a similar participant headcount to Retina Specialists, PA Vip Plus Ps?
Among Other plans in other states, the closest by covered participants is Single K in IL (3 participants, $357K in assets).