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  1. Companies/
  2. American Academy Ophthalmology
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

American Academy Ophthalmology

EIN 41-1758965-non-profit organization management-Latest filing 2025
Plans
2
Retirement
2
$234.7M assets
Health & Benefits
0
Participants
574
655 BEACH STREET - SAN FRANCISCO, CA 94109415-561-8529aao.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#003401(k)-$127.7M - 286 part#002401(k)-$107.0M - 288 part

Retirement portfolio analytics

2 plans aggregated / $234.7M assets / 574 participants

Assets by plan

Share of aggregate retirement assets

  • OPHTHALMOLOGY, INC. 401(K) (#003)$127.7M
  • OPHTHALMOLOGY, INC. 401(K) (#002)$107.0M
Total $234.7MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • ADP BROKER-DEALER$234.7M
Total $234.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • OPHTHALMOLOGY, INC. 401(K) (#002)288
  • OPHTHALMOLOGY, INC. 401(K) (#003)286
Total 574Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

AMERICAN ACADEMY OF OPHTHALMOLOGY, INC. 401(K) PLAN

401(k)

Assets$127.7M
Participants286
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

AMERICAN ACADEMY OF OPHTHALMOLOGY, INC. 401(K) PLAN

401(k)

Assets$107.0M
Participants288
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003AMERICAN ACADEMY OF OPHTHALMOLOGY, INC. 401(K) PLAN401(k)$127.7M2862025
#002AMERICAN ACADEMY OF OPHTHALMOLOGY, INC. 401(K) PLAN401(k)$107.0M2882024
  • AMERICAN ACADEMY OF OPHTHALMOLOGY, INC. 401(K) PLAN$127.7M
    #003 · 401(k) · 2025286
  • AMERICAN ACADEMY OF OPHTHALMOLOGY, INC. 401(K) PLAN$107.0M
    #002 · 401(k) · 2024288
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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