Money Purchase · DOL Form 5500 · 2022

Institute of Pulmonary Diseases Csp Money Purchase Plan

Data updated 2026-08-25

$293K
Total assets Small plan by assets
5
Participants Small participant base
13th
Percentile by assets National rank
$58,603
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#1,938
in Healthcare & Social Assistance (20,060 peers)
-18.8%
assets change YoY

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.

Institute of Pulmonary Diseases, Csp Retirement Plan among the smaller filed plans by 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 $2,050,000,000 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

Institute of Pulmonary Diseases, Csp 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. Institute of Pulmonary Diseases, Csp Retirement Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 660712761 · Institute of Pulmonary Diseases Csp PY 2022 · Money Purchase

Institute of Pulmonary Diseases, Csp Retirement Plan · $293K · 5 · 13th

  • PHOTO $293K
  • IND 5
  • EOY 13th
  • 5500 Money Purchase
  • ASSETS near Gardner & Associates Simplified Profit Sharing Plan
  • PCT ind #1938

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 →

Institute of Pulmonary Diseases, Csp Retirement Plan in the asset neighbourhood

J Keith Mitchell Md Money Purchase Plan & TrustJ Keith Mitchell Md Money Pu…$296KRetirement Plan of Seward Prosser Mellon 1965 TrustRetirement Plan of Seward Pr…$297KInstitute of Pulmonary Diseases, Csp Retirement PlanInstitute of Pulmonary Disea…$293KGardner & Associates Simplified Profit Sharing PlanGardner & Associates Simplif…$291KRevere Enterprises Inc. Money Purchase Pension PlanRevere Enterprises Inc. Mone…$289K
End-of-year total assets ($M) among Institute of Pulmonary Diseases, Csp Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Institute of Pulmonary Diseases Csp multi-year asset trail

Sponsor-wide plan assets over time

All Institute of Pulmonary Diseases Csp plans reported in each filing year

Latest sponsor-wide plan assets
$353K 20.55143746416578% vs 2022
2024 filing year
$0.28M$0.3M$0.32M$0.34M$0.36M 202220232024 $0.29M $0.35M ▲ +20.7%
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 ($M) Participants Institute of Pulmonary Diseases, Csp Retirement Plan, Total assets ($M): 0.293016 · Participants: 5Institute of Pulmonary Diseases, Csp Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & Lausell Pension PlanDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Retirement PlanSan Pablo Pathology Group, Inc. Retirement Plan Series 94-999, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology Group, Inc. Retirement Plan Series 94-999Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.079848 · Participants: 309Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust
Institute of Pulmonary Diseases, Csp Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Institute of Pulmonary Diseases, Csp Retirement Plan side-by-side with 3 peers →

Institute of Pulmonary Diseases, Csp Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Gardner & Associates Simplified Profit Sharing Plan in MD ($291K); by covered participants it is Unit Design Inc. Mp in LA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); 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 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).
Which Money Purchase plans cover a similar participant headcount to Institute of Pulmonary Diseases, Csp Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc. Mp in LA (5 participants, $2M in assets).

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.