Original filing (PDF)20250701093351NAL0006940099001

BAY AREA RETINA ASSOCIATES, A MEDICAL GROUP

Name: BAY AREA RETINA ASSOCIATES, A MEDICAL GROUP — BAY AREA RETINA ASSOCIATES, A MEDICAL GROUP CASH BALANCE PLAN, Form 5500 (2024)
Creator: BAY AREA RETINA ASSOCIATES, A MEDICAL GROUP

Form 5500-SF

FILING_RECEIVED

BAY AREA RETINA ASSOCIATES, A MEDICAL GROUP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAY AREA RETINA ASSOCIATES, A MEDICAL GROUP.

Plan sponsor

Name

BAY AREA RETINA ASSOCIATES, A MEDICAL GROUP

EIN

94-3064464all filings

Address

365 LENNON LANE · SUITE 250 · WALNUT CREEK, CA · 94598

Phone

(925) 943-6800

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator