Defined Benefit (Pension) · DOL Form 5500 · 2024

Austin Retina Associates Pension Plan

Data updated 2026-08-25

$278K
Total assets Small plan by assets
N/A
Participants Small participant base
13th
Percentile by assets National rank
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Official DOL plan name: Austin Retina Associates Cash Balance Plan · Sponsored by Austin Retina Associates · Texas · Healthcare & Social Assistance

$278K in assets, N/A participants

Austin Retina Associates's Austin Retina Associates Cash Balance Plan reported $278K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,523 in Healthcare & Social Assistance (16,916 peers)

Austin Retina Associates multi-year trail

Austin Retina Associates's plans moved -98.3% in assets from 2022 to 2024; this filing shows Austin Retina Associates Cash Balance Plan at $278K / N/A participants.

#1,523
in Healthcare & Social Assistance (16,916 peers)
-92.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Austin Retina Associates Cash Balance Plan among the smaller filed plans by assets

Austin Retina Associates Cash Balance Plan vs every filed plan by assets

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

$278,126 13th percentile higher than 13% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Austin Retina Associates Cash Balance Plan reported net income fell from $170K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Austin Retina Associates Cash Balance Plan reported participants fell from 118 in the plan year 2023 filing to N/A in the plan year 2024 filing.
  • Austin Retina Associates Cash Balance Plan end-of-year assets fell from $4M in the plan year 2023 filing to $278K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742034080 · Austin Retina Associates PY 2024 · Defined Benefit (Pension)

Austin Retina Associates Cash Balance Plan · $278K · N/A · 13th

  • IND $278K
  • IND N/A
  • IND 13th
  • IND Defined Benefit (Pension)
  • IND near Stevens Institute of Technology No. 660 Pension Plan
  • IND ind #1523

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 →

Austin Retina Associates Cash Balance Plan in the asset neighbourhood

Austin Retina Associates Cash Balance PlanAustin Retina Associates Cas…$278KStevens Institute of Technology No. 660 Pension PlanStevens Institute of Technol…$279KLake Shore, Inc. Truck Drivers Pension PlanLake Shore, Inc. Truck Drive…$279KScott a. Recksiedler, D.M.D., a Dental Corporation Cash Balance PlanScott a. Recksiedler, D.M.D.…$281KWyoming Carpenters Pension PlanWyoming Carpenters Pension P…$274K
End-of-year total assets ($M) among Austin Retina Associates Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Austin Retina Associates multi-year asset trail

Sponsor-wide plan assets over time

All Austin Retina Associates plans reported in each filing year

Latest sponsor-wide plan assets
$278K 98.34074093518338% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $16.8M $0.28M ▼ -98.3%
Year Plans Participants Total Assets
2022 2 312 $17M
2023 2 224 $4M
2024 1 N/A $278K

Austin Retina Associates filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$278K
Net Income-$4M
Employer EIN742034080
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Austin Retina Associates Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Austin Retina Associates Cash Balance Plan, Total assets ($B): 0.000278126 · Participants: 0Austin Retina Associates Cash Balance PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Austin Retina Associates Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Austin Retina Associates Cash Balance Plan side-by-side with 3 peers →

Austin Retina Associates Cash Balance Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Texas, the nearest Defined Benefit (Pension) by end-of-year assets is Stevens Institute of Technology No. 660 Pension Plan in NJ at $279K (this filing: $278K).

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 Austin Retina Associates Cash Balance Plan assets move in 2024? ▼
Austin Retina Associates Cash Balance Plan contracted severely - down 92.9% during 2024, from $4M to $278K. Reported net income was -$4M.
How have Austin Retina Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Austin Retina Associates's sponsor-wide assets declined 98.3%, from $17M to $278K.
Where does Austin Retina Associates Cash Balance Plan rank by assets among Form 5500 filers? ▼
Austin Retina Associates Cash Balance Plan ranks in the 13th 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 Defined Benefit (Pension) plans are similar in size to Austin Retina Associates Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Stevens Institute of Technology No. 660 Pension Plan in NJ ($279K, 4 participants).

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 742034080.

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.