401(k) · DOL Form 5500 · 2024

Southeastern Retina Associates, PC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
251
Participants Below avg headcount
80th
Percentile by assets National rank
$148,779
Avg per participant Above avg balance/head
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Official DOL plan name: Southeastern Retina Associates, PC Profit Sharing 401(k) Plan · Sponsored by Southeastern Retina Associates, PC · Tennessee · Healthcare & Social Assistance

$37M in assets, 251 participants

Southeastern Retina Associates, PC's Southeastern Retina Associates, PC Profit Sharing 401(k) Plan reported $37M in total assets and 251 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,090 in Healthcare & Social Assistance (16,916 peers)

Coverage in Tennessee

Southeastern Retina Associates, PC Profit Sharing 401(k) Plan covers 251 participants in Tennessee, about 22% of the average Tennessee filer (state average ~1,126 per filing). Assets: $37M.

#14,090
in Healthcare & Social Assistance (16,916 peers)
+10.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Southeastern Retina Associates, PC Profit Sharing 401(k) Plan's outsized position by total assets

Southeastern Retina Associates, PC Profit Sharing 401(k) Plan vs every filed plan by assets

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

$37,343,449 Top 20% higher than 80% 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

Southeastern Retina Associates, PC Profit Sharing 401(k) 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. Southeastern Retina Associates, PC Profit Sharing 401(k) Plan sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southeastern Retina Associates, PC Profit Sharing 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Southeastern Retina Associates, PC Profit Sharing 401(k) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Southeastern Retina Associates, PC Profit Sharing 401(k) Plan reported participants rose from 233 in the plan year 2023 filing to 251 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 621094813 · Southeastern Retina Associates, PC PY 2024 · 401(k)

Southeastern Retina Associates, PC Profit Sharing 401(k) Plan · $37M · 251 · 80th

  • ASSETS $37M
  • ASSETS 251
  • ASSETS 80th
  • ASSETS 401(k)
  • ASSETS near Bath Savings Institution 401(k) Plan
  • ASSETS ind #14090

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 Tennessee →

Southeastern Retina Associates, PC Profit Sharing 401(k) Plan in the asset neighbourhood

Marine Credit Union 401(k) PlanMarine Credit Union 401(k) P…$37MSoutheastern Retina Associates, PC Profit Sharing 401(k) PlanSoutheastern Retina Associat…$37MBath Savings Institution 401(k) PlanBath Savings Institution 401…$37MJas. W. Glover Holding Company, Ltd. Profit Sharing and 401(k) PlanJas. W. Glover Holding Compa…$37MGraphics-Atlanta, LLC 401(k) Profit Sharing PlanGraphics-Atlanta, LLC 401(k)…$37M
End-of-year total assets ($M) among Southeastern Retina Associates, PC Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN621094813
Plan Effective Date1980-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeastern Retina Associates, PC)

Sponsor-wide plan assets over time

All Southeastern Retina Associates, PC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 18.125230974214563% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42.8M $50.5M ▲ +18.1%
Year Plans Participants Total Assets
2022 2 391 $43M
2023 2 428 $46M
2024 2 468 $51M

Nearby 401(k) Plans in Tennessee

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

Southeastern Retina Associates, PC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Southeastern Retina Associates, PC Profit Sharing 401(k) Plan, Total assets ($B): 0.037343449 · Participants: 251Southeastern Retina Associates, PC Profit Sharing 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Southeastern Retina Associates, PC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southeastern Retina Associates, PC Profit Sharing 401(k) Plan side-by-side with 3 peers →

Southeastern Retina Associates, PC Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Bath Savings Institution 401(k) Plan in ME ($37M); by covered participants it is Dependable Home Health Care, Inc. 401(k) Savings Plan in MN (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Southeastern Retina Associates, PC Profit Sharing 401(k) Plan assets move in 2024? ▼
Southeastern Retina Associates, PC Profit Sharing 401(k) Plan grew at a solid clip - up 10.2% during 2024, from $34M to $37M. Reported net income was $3M.
How have Southeastern Retina Associates, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeastern Retina Associates, PC's sponsor-wide assets grew 18.1%, from $43M to $51M.
Where does Southeastern Retina Associates, PC Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Southeastern Retina Associates, PC Profit Sharing 401(k) Plan ranks in the 80th 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 Southeastern Retina Associates, PC Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bath Savings Institution 401(k) Plan in ME ($37M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Southeastern Retina Associates, PC Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dependable Home Health Care, Inc. 401(k) Savings Plan in MN (251 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 621094813.

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.