How big is University Ophthalmology Associates, Ltd.'s plan?

University Ophthalmology Associates, Ltd.'s plan reported $804K in assets and 16 participants for 2024.

Original filing (PDF)20250714134403NAL0000729059001

University Ophthalmology Associates, Ltd.

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

Form 5500-SF

FILING_RECEIVED

University Ophthalmology Associates, Ltd. Cash Balance Plan and Trust

Defined-benefit pension plan · University Ophthalmology Associates, Ltd.'s University Ophthalmology Associates, Ltd. Cash Balance Plan and Trust held $804K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$804K

Net assets (EOY)

$804K

People on this filing

Richard J Grostern signed University Ophthalmology Associates, Ltd.'s 2024 Form 5500 as plan administrator.

Richard J Grostern — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

University Ophthalmology Associates, Ltd.'s EIN is 36-2714501.

EIN 36-2714501

Plan number 005

Plan year 2024

ACK ID 20250714134403NAL0000729059001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

University Ophthalmology Associates, Ltd.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score