Profit Sharing · DOL Form 5500 · 2022

Santa Maria Radiology, Psc Profit Sharing Plan

Data updated 2026-08-25

$968K
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$967,861
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smr Retirement Plan · Sponsored by Santa Maria Radiology, Psc · Puerto Rico · Healthcare & Social Assistance

$968K in assets, 1 participants

Santa Maria Radiology, Psc's Smr Retirement Plan reported $968K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 25th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,354 in Healthcare & Social Assistance (20,060 peers)

Santa Maria Radiology, Psc multi-year trail

Santa Maria Radiology, Psc's plans moved +54.2% in assets from 2022 to 2024; this filing shows Smr Retirement Plan at $968K / 1 participant.

#4,354
in Healthcare & Social Assistance (20,060 peers)
-9.1%
assets change YoY

The plan reported a net loss of $97K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smr Retirement Plan among the smaller filed plans by assets

Smr Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$967,861 25th percentile higher than 25% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Smr Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smr Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 660627746 · Santa Maria Radiology, Psc PY 2022 · Profit Sharing

Smr Retirement Plan · $968K · 1 · 25th

  • BOOK $968K
  • VS-ST 1
  • BOY 25th
  • SCH Profit Sharing
  • EBSA near Lipy Inc Profit Sharing Plan
  • PART ind #4354

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

Smr Retirement Plan in the asset neighbourhood

Smr Retirement Plan$968KLipy Inc Profit Sharing Plan$968KYellow Bear Inc. Retirement PlanYellow Bear Inc. Retirement …$968KManaged Career Solutions, Inc. Profit Sharing Plan and TrustManaged Career Solutions, In…$968KPete's Corporation Retirement PlanPete's Corporation Retiremen…$968K
End-of-year total assets ($M) among Smr Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Santa Maria Radiology, Psc multi-year asset trail

Sponsor-wide plan assets over time

All Santa Maria Radiology, Psc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 54.217392786774134% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.97M $1.49M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 1 $968K
2023 1 1 $1M
2024 1 1 $1M

Santa Maria Radiology, Psc filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$968K
Net Income-$97K
Employer EIN660627746
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Smr Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Smr Retirement Plan, Total assets ($M): 0.967861 · Participants: 1Smr Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
Smr Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Smr Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Lipy Inc Profit Sharing Plan in FL ($968K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($968K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smr Retirement Plan assets move in 2022?
Smr Retirement Plan pulled back noticeably - down 9.1% during 2022, from $1M to $968K. Reported net income was -$97K.
How have Santa Maria Radiology, Psc plan assets changed over time?
Across 3 plan years on file (2022-2024), Santa Maria Radiology, Psc's sponsor-wide assets grew 54.2%, from $968K to $1M.
Where does Smr Retirement Plan rank by assets among Form 5500 filers?
Smr Retirement Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Smr Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Lipy Inc Profit Sharing Plan in FL ($968K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Smr Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).