How big is Kelly Ophthalmology, PC's plan?

Kelly Ophthalmology, PC's plan reported $2.7M in assets and 6 participants for 2024.

Original filing (PDF)20260224124817NAL0003173168001

Kelly Ophthalmology, PC

Name: Kelly Ophthalmology, PC — Kelly Ophthalmology, PC, Form 5500 (2024)
Creator: Kelly Ophthalmology, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelly Ophthalmology, PC Retirement Plan

Defined-benefit pension plan · Kelly Ophthalmology, PC's Kelly Ophthalmology, PC Retirement Plan held $2.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Kelly Ophthalmology, PC's EIN is 86-1137891.

EIN 86-1137891

Plan number 002

Plan year 2024

ACK ID 20260224124817NAL0003173168001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kelly Ophthalmology, PC'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 KELLY OPHTHALMOLOGY, PC.

Finding similar companies…

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