How big is Worcester Ophthalmology Associates, Inc.'s plan?

Worcester Ophthalmology Associates, Inc.'s plan reported $8.5M in assets and 20 participants for 2024.

Original filing (PDF)20251010121737NAL0007700849001

Worcester Ophthalmology Associates, Inc.

Name: Worcester Ophthalmology Associates, Inc. — Form 5500 Plan 005 (2024)
Creator: Worcester Ophthalmology Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Worcester Ophthalmology Associates Retirement Plan

401(k) retirement plan · Worcester Ophthalmology Associates, Inc.'s Worcester Ophthalmology Associates Retirement Plan held $8.5M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

Plan identifiers

Worcester Ophthalmology Associates, Inc.'s EIN is 04-2488449.

EIN 04-2488449

Plan number 005

Plan year 2024

ACK ID 20251010121737NAL0007700849001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Worcester Ophthalmology Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Worcester Ophthalmology Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WORCESTER OPHTHALMOLOGY ASSOCIATES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

WORCESTER OPHTHALMOLOGY ASSOCIATES, INC.

EIN

all filings

Address

25 OAK AVENUE · WORCESTER, MA · 01605

Phone

(508) 831-9555

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator