PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SOUTHWEST RETINA CONSULTANTS, P.A.
Sponsor portfolio

SOUTHWEST RETINA CONSULTANTS, P.A.

EIN 74-1997502-medical practice-Latest filing 2025
Plans
2
Retirement
2
$19.5M assets
Welfare
0
Participants
189
1700 CURIE DRIVE, SUITE 3800 - EL PASO, TX 79902915-532-3912swretina.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002ProfitSharing-$10.3M - 112 part#003CashBalance-$9.2M - 77 part

Retirement portfolio analytics

2 plans aggregated / $19.5M assets / 189 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PLAN AND TRUST (#002)53%
  • PLAN & TRUST (#003)47%
Total $19.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)112
  • PLAN & TRUST (#003)77
Total 189Click 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#002

SOUTHWEST RETINA CONSULTANTS, P.A. PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$10.3M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOUTHWEST RETINA CONSULTANTS, P.A. CASH BALANCE PENSION PLAN & TRUST

CashBalance

Assets$9.2M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHWEST RETINA CONSULTANTS, P.A. PROFIT SHARING PLAN AND TRUSTProfitSharing$10.3M1122025
003SOUTHWEST RETINA CONSULTANTS, P.A. CASH BALANCE PENSION PLAN & TRUSTCashBalance$9.2M772025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica