401(k) · DOL Form 5500 · 2024
Associated Ophthalmologists, Ltd. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $155,890
- Avg per participant Above avg balance/head
Official DOL plan name: Associated Ophthalmologists, Ltd. Retirement Plan · Sponsored by Associated Ophthalmologists, Ltd. · Arizona · Healthcare & Social Assistance
$22M in assets, 138 participants
Associated Ophthalmologists, Ltd.'s Associated Ophthalmologists, Ltd. Retirement Plan reported $22M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #12,852 in Healthcare & Social Assistance (16,916 peers)
Coverage in Arizona
Associated Ophthalmologists, Ltd. Retirement Plan covers 138 participants in Arizona, about 24% of the average Arizona filer (state average ~564 per filing). Assets: $22M.
- #12,852
- in Healthcare & Social Assistance (16,916 peers)
- +33.4%
- assets growth YoY
Associated Ophthalmologists, Ltd. Retirement Plan's outsized position by total assets
Associated Ophthalmologists, Ltd. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,512,789 Top 28% higher than 72% 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
Associated Ophthalmologists, Ltd. 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. Associated Ophthalmologists, Ltd. Retirement Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Associated Ophthalmologists, Ltd. Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Associated Ophthalmologists, Ltd. Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Associated Ophthalmologists, Ltd. Retirement Plan reported participants rose from 115 in the plan year 2023 filing to 138 in the plan year 2024 filing.
DOL schedule card
Filing strip 860212380 · Associated Ophthalmologists, Ltd. PY 2024 · 401(k)
Associated Ophthalmologists, Ltd. Retirement Plan · $22M · 138 · 72nd
- 5500 $22M
- ASSETS 138
- PCT 72nd
- EIN 401(k)
- RANK near Artesia General Hospital 401(k) Plan
- PHOTO ind #12852
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 Arizona →
Associated Ophthalmologists, Ltd. Retirement Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $5M |
| Employer EIN | 860212380 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Associated Ophthalmologists, Ltd.)
Sponsor-wide plan assets over time
All Associated Ophthalmologists, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 48.01824041857517% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 120 | $15M |
| 2023 | 1 | 115 | $16M |
| 2024 | 1 | 138 | $22M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Associated Ophthalmologists, Ltd. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Artesia General Hospital 401(k) Plan in NM ($22M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Budney Overhaul & Repair, Ltd Employee Retirement Plan (CT) 138 · 0 off
- Quality Dealerships 401(k) Profit Sharing Plan (NM) 138 · 0 off
- Exceptional Foresters Inc. 401(k) Plan (WA) 138 · 0 off
- Ae Logistics 401(k) & Psp (LA) 138 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.