How big is Phoenix Ophthalmologists, P.A.'s plan?

Phoenix Ophthalmologists, P.A.'s plan reported $2.2M in assets and 10 participants for 2024.

Original filing (PDF)20260106112201NAL0007790080001

Phoenix Ophthalmologists, P.A.

Name: Phoenix Ophthalmologists, P.A. — Phoenix Ophthalmolo, Form 5500 (2024)
Creator: Phoenix Ophthalmologists, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Ophthalmologists, P.A. Profit Sharing Plan & Trust

401(k) retirement plan · Phoenix Ophthalmologists, P.A.'s Phoenix Ophthalmologists, P.A. Profit Sharing Plan & Trust held $2.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Phoenix Ophthalmologists, P.A.'s EIN is 86-0220938.

EIN 86-0220938

Plan number 001

Plan year 2024

ACK ID 20260106112201NAL0007790080001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Ophthalmologists, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Ophthalmologists, P.A.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

PHOENIX OPHTHALMOLOGISTS, P.A.

EIN

all filings

Address

1130 EAST MISSOURI, SUITE 100 · PHOENIX, AZ · 85014

Phone

(602) 995-1166

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator