Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RETINA ASSOCIATES OF ORANGE COUNTY
EIN 51-0665933medical practiceLatest filing 2025
Plans
3
Retirement
3
$10.4M assets
Welfare
0
Participants
92
2010 E FIRST STREET STE 140 - SANTA ANA, CA 92705949-707-5125retinaorangecounty.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $10.4M assets / 92 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#002
RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN
CashBalance
Assets$5.7M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
RETINA ASSOCIATES OF ORANGE COUNTY 401(K) PLAN
401k
Assets$4.3M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PENSION PLAN DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$334K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN | CashBalance | $5.7M | 17 | 2024 | |
| 001 | RETINA ASSOCIATES OF ORANGE COUNTY 401(K) PLAN | 401k | $4.3M | 52 | 2025 | |
| 003 | RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PENSION PLAN DEFINED BENEFIT PENSION PLAN | CashBalance | $334K | 23 | 2025 |
Retirement plans