Defined Benefit (Pension) · DOL Form 5500 · 2024
Eye Care Physicians & Surgeons, Inc. Pension Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 100
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $58,508
- Avg per participant Low balance/head
Official DOL plan name: Eye Care Physicians & Surgeons, Inc. Cash Balance Plan · Sponsored by Eye Care Physicians & Surgeons, Inc. · Oregon · Healthcare & Social Assistance
$6M in assets, 100 participants
Eye Care Physicians & Surgeons, Inc.'s Eye Care Physicians & Surgeons, Inc. Cash Balance Plan reported $6M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #8,204 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oregon
Eye Care Physicians & Surgeons, Inc. Cash Balance Plan covers 100 participants in Oregon, about 23% of the average Oregon filer (state average ~443 per filing). Assets: $6M.
- #8,204
- in Healthcare & Social Assistance (16,916 peers)
- +9.2%
- assets growth YoY
Eye Care Physicians & Surgeons, Inc. Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Eye Care Physicians & Surgeons, Inc. Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,850,790 45th percentile higher than 45% 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
Eye Care Physicians & Surgeons, Inc. Cash Balance Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eye Care Physicians & Surgeons, Inc. Cash Balance Plan is a small filing (100 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Eye Care Physicians & Surgeons, Inc. Cash Balance Plan reported net income fell from $700K in the plan year 2023 filing to $494K in the plan year 2024 filing.
- Eye Care Physicians & Surgeons, Inc. Cash Balance Plan reported participants rose from 88 in the plan year 2023 filing to 100 in the plan year 2024 filing.
- Eye Care Physicians & Surgeons, Inc. Cash Balance Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 930611638 · Eye Care Physicians & Surgeons, Inc. PY 2024 · Defined Benefit (Pension)
Eye Care Physicians & Surgeons, Inc. Cash Balance Plan · $6M · 100 · 45th
- VS-ST $6M
- VS-ST 100
- VS-ST 45th
- VS-ST Defined Benefit (Pension)
- VS-ST near Community Action Agency of South Alabama Defined Benefit Pension Plan
- VS-ST ind #8204
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 Oregon →
Eye Care Physicians & Surgeons, Inc. Cash Balance Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $494K |
| Employer EIN | 930611638 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eye Care Physicians & Surgeons, Inc.)
Sponsor-wide plan assets over time
All Eye Care Physicians & Surgeons, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 28.31774269949357% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 177 | $17M |
| 2023 | 2 | 176 | $19M |
| 2024 | 2 | 204 | $22M |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northwest Sheet Metal Workers Pension Plan $1.7B · 4,783
- Xpo Pension Plan $1.5B · 4,421
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.3B · 3,464
- Precision Castparts Corp. Retirement Plan $1.2B · 1,890
- Oregon Retail Employees Pension Plan $1.2B · 21,971
Eye Care Physicians & Surgeons, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Community Action Agency of South Alabama Defined Benefit Pension Plan in AL ($6M); by covered participants it is American Postal Workers Union Officers' Qualified Retirement Plan in DC (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (100 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.