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
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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

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

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.

See the national 2023→2024 release diff →

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

Laner Muchin Ltd Employees Pension PlanLaner Muchin Ltd Employees P…$6MPension Plan for the Employees of Edward John Noble Foundation, Inc.Pension Plan for the Employe…$6MEye Care Physicians & Surgeons, Inc. Cash Balance PlanEye Care Physicians & Surgeo…$6MCommunity Action Agency of South Alabama Defined Benefit Pension PlanCommunity Action Agency of S…$6MMolnlycke Pension Plan$6M
End-of-year total assets ($M) among Eye Care Physicians & Surgeons, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$494K
Employer EIN930611638
Plan Effective Date2014-01-01
Filing StatusFILING 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
$16M$18M$20M$22M$24M 202220232024 $16.9M $21.7M ▲ +28.3%
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.

Eye Care Physicians & Surgeons, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Eye Care Physicians & Surgeons, Inc. Cash Balance Plan, Total assets ($B): 0.00585079 · Participants: 100Eye Care Physicians & Surgeons, Inc. Cash Balance PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.692468875 · Participants: 4783Northwest Sheet Metal Workers Pension PlanXpo Pension Plan, Total assets ($B): 1.505341155 · Participants: 4421Xpo Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan, Total assets ($B): 1.268165627 · Participants: 3464Ua Local 290 Plumber, Steamfitter & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 1.203447175 · Participants: 1890Precision Castparts Corp. Retirement PlanOregon Retail Employees Pension Plan, Total assets ($B): 1.166006256 · Participants: 21971Oregon Retail Employees Pension Plan
Eye Care Physicians & Surgeons, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants

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.

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 Eye Care Physicians & Surgeons, Inc. Cash Balance Plan assets move in 2024?
Eye Care Physicians & Surgeons, Inc. Cash Balance Plan grew at a solid clip - up 9.2% during 2024, from $5M to $6M. Reported net income was $494K.
How have Eye Care Physicians & Surgeons, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Eye Care Physicians & Surgeons, Inc.'s sponsor-wide assets grew 28.3%, from $17M to $22M.
Which Defined Benefit (Pension) plans are similar in size to Eye Care Physicians & Surgeons, Inc. Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Community Action Agency of South Alabama Defined Benefit Pension Plan in AL ($6M, 53 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Eye Care Physicians & Surgeons, Inc. Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Postal Workers Union Officers' Qualified Retirement Plan in DC (100 participants, $120M in assets).