Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNIVERSITY OPHTHALMOLOGY ASSOCIATES, LTD.
EIN 36-2714501medical practiceLatest filing 2025
Plans
2
Retirement
2
$23.9M assets
Welfare
0
Participants
68
5750 OLD ORCHARD ROAD, SUITE 500 - SKOKIE, IL 60077312-942-2734uoachicago.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $23.9M assets / 68 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
UNIVERSITY OPHTHALMOLOGY ASSOCIATES, LTD. PROFIT SHARING PLAN
401k
Assets$23.0M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
UNIVERSITY OPHTHALMOLOGY ASSOCIATES, LTD. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$908K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | UNIVERSITY OPHTHALMOLOGY ASSOCIATES, LTD. PROFIT SHARING PLAN | 401k | $23.0M | 40 | 2025 | |
| 005 | UNIVERSITY OPHTHALMOLOGY ASSOCIATES, LTD. CASH BALANCE PLAN AND TRUST | CashBalance | $908K | 28 | 2025 |
Retirement plans