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Sponsor portfolio

THE RETINA GROUP, INC

EIN 31-1460051-medical practice-Latest filing 2025
Plans
4
Retirement
3
$4.8M assets
Welfare
1
Participants
157
262 NEIL AVENUE SUITE 220 - COLUMBUS, OH 43215614-827-6825theretinagroup.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
4 filings
#001401k-$3.7M - 59 part#003CashBalance-$749K - 42 part#002ProfitSharing-$338K - 46 part#501Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $4.8M assets / 147 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PLAN & TRUST (#001)77%
  • CASH BALANCE PLAN (#003)16%
  • PROFIT SHARING PLAN (#002)7%
Total $4.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)59
  • PROFIT SHARING PLAN (#002)46
  • CASH BALANCE PLAN (#003)42
Total 147Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE RETINA GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$3.7M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE RETINA GROUP, INC. CASH BALANCE PLAN

CashBalance

Assets$749K
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE RETINA GROUP, INC PROFIT SHARING PLAN

ProfitSharing

Assets$338K
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RETINA CARE GROUP SOCA BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001THE RETINA GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$3.7M592025
003THE RETINA GROUP, INC. CASH BALANCE PLANCashBalance$749K422025
002THE RETINA GROUP, INC PROFIT SHARING PLANProfitSharing$338K462025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RETINA CARE GROUP SOCA BENEFIT PLANSelf Funded-$002025
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