Assets by plan
Share of aggregate retirement assets
Filings through .
University Ophthalmology Associates, Ltd.
EIN 36-2714501medical practiceLatest filing 2025
Plans
2
Retirement
2
$23.9M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
UNIVERSITY OPHTHALMOLOGY ASSOCIATES, LTD. PROFIT SHARING PLAN
401(k)
Assets$23.0M
Participants40
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
UNIVERSITY OPHTHALMOLOGY ASSOCIATES, LTD. CASH BALANCE PLAN AND TRUST
Cash balance
Assets$908K
Participants28
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | UNIVERSITY OPHTHALMOLOGY ASSOCIATES, LTD. PROFIT SHARING PLAN | 401(k) | $23.0M | 40 | 2025 |
| #005 | UNIVERSITY OPHTHALMOLOGY ASSOCIATES, LTD. CASH BALANCE PLAN AND TRUST | Cash balance | $908K | 28 | 2025 |
- #004 · 401(k) · 202540
- #005 · Cash balance · 202528
Retirement plans