How big is Somerset Ophthalmology, P.C.'s plan?

Somerset Ophthalmology, P.C.'s plan reported $3.5M in assets and 14 participants for 2024.

Original filing (PDF)20250908161021NAL0032693824001

Somerset Ophthalmology, P.C.

Name: Somerset Ophthalmology, P.C. — Somerset Ophthalmolog, Form 5500 (2024)
Creator: Somerset Ophthalmology, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Somerset Ophthalmology, P.C. Retirement Plan & Trust

401(k) retirement plan · Somerset Ophthalmology, P.C.'s Somerset Ophthalmology, P.C. Retirement Plan & Trust held $3.5M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Anna Luisa Dilorenzo signed Somerset Ophthalmology, P.C.'s 2024 Form 5500 as plan administrator.

Anna Luisa Dilorenzo — 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

Somerset Ophthalmology, P.C.'s EIN is 38-3362766.

EIN 38-3362766

Plan number 001

Plan year 2024

ACK ID 20250908161021NAL0032693824001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Somerset Ophthalmology, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Somerset Ophthalmology, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 (98th percentile).

Plan sponsor

Name

SOMERSET OPHTHALMOLOGY, P.C.

EIN

all filings

Address

2877 CROOKS RD. SUITE B · TROY, MI · 48084

Phone

(248) 822-7003

Industry

Health Care & Social Assistance

Plan administrator