Defined Benefit (Pension) · DOL Form 5500 · 2024
Retina Consultants of Al, P.C. Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 50
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $103,157
- Avg per participant Below avg balance/head
Official DOL plan name: Retina Consultants of Al, PC Cash Balance Plan · Sponsored by Retina Consultants of Al, P.C. · Alabama · Healthcare & Social Assistance
$5M in assets, 50 participants
Retina Consultants of Al, P.C.'s Retina Consultants of Al, PC Cash Balance Plan reported $5M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #7,735 in Healthcare & Social Assistance (16,916 peers)
Retina Consultants of Al, P.C. multi-year trail
Retina Consultants of Al, P.C.'s plans moved +242.2% in assets from 2022 to 2024; this filing shows Retina Consultants of Al, PC Cash Balance Plan at $5M / 50 participants.
- #7,735
- in Healthcare & Social Assistance (16,916 peers)
- +4.5%
- assets growth YoY
Retina Consultants of Al, PC Cash Balance Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Retina Consultants of Al, PC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,157,874 43rd percentile higher than 43% 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
Retina Consultants of Al, PC 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. Retina Consultants of Al, PC Cash Balance Plan is a small filing (50 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retina Consultants of Al, PC Cash Balance Plan reported net income fell from $694K in the plan year 2023 filing to $221K in the plan year 2024 filing.
- Retina Consultants of Al, PC Cash Balance Plan reported participants fell from 53 in the plan year 2023 filing to 50 in the plan year 2024 filing.
- Retina Consultants of Al, PC Cash Balance Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 631120285 · Retina Consultants of Al, P.C. PY 2024 · Defined Benefit (Pension)
Retina Consultants of Al, PC Cash Balance Plan · $5M · 50 · 43rd
- TYPE $5M
- TYPE 50
- TYPE 43rd
- TYPE Defined Benefit (Pension)
- TYPE near Oxychem Alkali Pension Plan for Hourly-Rated Employees
- TYPE ind #7735
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 Alabama →
Retina Consultants of Al, PC Cash Balance Plan in the asset neighbourhood
Retina Consultants of Al, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Retina Consultants of Al, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 242.23167893276138% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 63 | $4M |
| 2023 | 1 | 53 | $5M |
| 2024 | 2 | 108 | $15M |
Retina Consultants of Al, P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $221K |
| Employer EIN | 631120285 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 282
- Blue Cross and Blue Shield of Alabama Retirement Plan $712M · 1,955
- Regions Financial Corporation Retirement Plan for Associates $708M · 2,240
- Retail, Wholesale & Department Store International Union and Industry Pension Fund $619M · 1,556
- Vulcan Materials Company Pension Plan $471M · 740
Retina Consultants of Al, PC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Oxychem Alkali Pension Plan for Hourly-Rated Employees in TX ($5M); by covered participants it is Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan in PA (50 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Oxychem Alkali Pension Plan for Hourly-Rated Employees (TX) $5M · 9
- County Concrete Corporation Union Pension Plan for Hourly Employees (NJ) $5M · 130
- Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan (OH) $5M · 119
- The Steel Improvement Boilermakers & Blacksmiths Pension Plan (OH) $5M · 103
Similar participant headcount
Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.
- Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan (PA) 50 · 0 off
- Retirement Income Plan for the Employees of Armacell LLC (NC) 50 · 0 off
- Retirement Plan for Employees of a. Duda & Sons, Inc. (FL) 50 · 0 off
- Granges Americas Inc. Pension Plan for Hourly Paid Employees at Salisbury, Nc Plant (TN) 50 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.