Money Purchase · DOL Form 5500 · 2022

Institute of Pulmonary Diseases Csp Money Purchase Plan

Data updated 2026-08-11

$293K
Total assets
5
Participants
13th
Percentile by assets
$58,603
Avg per participant
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Official DOL plan name: Institute of Pulmonary Diseases, Csp Retirement Plan · Sponsored by Institute of Pulmonary Diseases Csp · Puerto Rico · Healthcare & Social Assistance

$293K in assets, 5 participants

Institute of Pulmonary Diseases Csp's Institute of Pulmonary Diseases, Csp Retirement Plan reported $293K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • 13th percentile by assets (of 139,126 plans)
  • #1,938 in Healthcare & Social Assistance (20,060 peers)

Institute of Pulmonary Diseases Csp multi-year trail

Institute of Pulmonary Diseases Csp's plans moved +20.6% in assets from 2022 to 2024; this filing shows Institute of Pulmonary Diseases, Csp Retirement Plan at $293K / 5 participants.

$293K
total plan assets (2022 EOY)
5
covered participants
13th
percentile by assets (of 139,126 plans)
$58,603
avg assets per participant

The plan reported a net loss of $68K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Institute of Pulmonary Diseases, Csp Retirement Plan sits by total assets

Institute of Pulmonary Diseases, Csp Retirement Plan vs every filed plan by assets

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

$293,016 13th percentile higher than 13% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Puerto Rico
Industry
Healthcare & Social Assistance

Institute of Pulmonary Diseases Csp across 3 plan years on file

Across the 3 plan years Institute of Pulmonary Diseases Csp has on file (2022-2024), sponsor-wide plan assets have moved from $293K to $353K, a gain of 20.6%, while reported participants moved from 5 to 5 (+0.0%). Peak year by sponsor assets: 2024 ($353K); trough: 2022 ($293K).

Institute of Pulmonary Diseases Csp multi-year asset trail

$0.28M$0.3M$0.32M$0.34M$0.36M 202220232024 $0.29M $0.35M ▲ +20.7%
Total plan assets by year, all Institute of Pulmonary Diseases Csp plans on file
Year Plans Participants Total Assets
2022 1 5 $293K
2023 1 5 $324K
2024 1 5 $353K

Institute of Pulmonary Diseases Csp filing trail (2022)

Total Assets (Beginning of Year)$361K
Net Assets (End of Year)$291K
Net Income-$68K
Employer EIN660712761
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Institute of Pulmonary Diseases, Csp Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 0246 Total assets ($M) Participants Institute of Pulmona…, Total assets ($M): 0.293016 · Participants: 5Institute of Pulmona…Colegio Marista Mone…, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Mone…Jimenez, Graffam & L…, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & L…Dr. Jose R. Cumba Re…, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Re…San Pablo Pathology …, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology …Programa Head Start …, Total assets ($M): 3.079848 · Participants: 309Programa Head Start …
Institute of Pulmonary Diseases, Csp Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Institute of Pulmonary Diseases, Csp Ret… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Institute of Pulmonary Diseases, Csp Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Institute of Pulmonary Diseases, Csp Retirement Plan assets move in 2022? ▼
Institute of Pulmonary Diseases, Csp Retirement Plan declined sharply - down 18.8% during 2022, from $361K to $293K. Reported net income was -$68K.
How have Institute of Pulmonary Diseases Csp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute of Pulmonary Diseases Csp's sponsor-wide assets grew 20.6%, from $293K to $353K.
Where does Institute of Pulmonary Diseases, Csp Retirement Plan rank by assets among Form 5500 filers? ▼
Institute of Pulmonary Diseases, Csp Retirement Plan ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Institute of Pulmonary Diseases, Csp Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Gardner & Associates Simplified Profit Sharing Plan in MD ($291K, 3 participants).

Next read for Institute of Pulmonary Diseases, Csp Ret…

Multi-year trail

Ways to act on Institute of Pulmonary Diseases, Csp Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660712761.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.