Assets by plan
Share of aggregate retirement assets
53%top
Share of aggregate retirement assets
Active + retired + deferred vested
ProfitSharing
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOUTHWEST RETINA CONSULTANTS, P.A. PROFIT SHARING PLAN AND TRUST | ProfitSharing | $10.3M | 112 | 2025 | |
| 003 | SOUTHWEST RETINA CONSULTANTS, P.A. CASH BALANCE PENSION PLAN & TRUST | CashBalance | $9.2M | 77 | 2025 |