Profit Sharing · DOL Form 5500 · 2022

Southern Retina Consultant, Psc Profit Sharing Plan

Data updated 2026-08-25

$228K
Total assets Small plan by assets
7
Participants Small participant base
11th
Percentile by assets National rank
$32,517
Avg per participant Low balance/head
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Official DOL plan name: Southern Retina Consultant, Psc Retirement Plan · Sponsored by Southern Retina Consultant, Psc · Puerto Rico · Healthcare & Social Assistance

$228K in assets, 7 participants

Southern Retina Consultant, Psc's Southern Retina Consultant, Psc Retirement Plan reported $228K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,621 in Healthcare & Social Assistance (20,060 peers)

Southern Retina Consultant, Psc multi-year trail

Southern Retina Consultant, Psc's plans moved +26.9% in assets from 2022 to 2024; this filing shows Southern Retina Consultant, Psc Retirement Plan at $228K / 7 participants.

#1,621
in Healthcare & Social Assistance (20,060 peers)
-16.5%
assets change YoY

The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Retina Consultant, Psc Retirement Plan among the smaller filed plans by assets

Southern Retina Consultant, Psc Retirement Plan vs every filed plan by assets

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

$227,619 11th percentile higher than 11% 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

Southern Retina Consultant, Psc 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. Southern Retina Consultant, Psc Retirement Plan is a micro filing (7 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 660647277 · Southern Retina Consultant, Psc PY 2022 · Profit Sharing

Southern Retina Consultant, Psc Retirement Plan · $228K · 7 · 11th

  • PHOTO $228K
  • IND 7
  • EOY 11th
  • 5500 Profit Sharing
  • ASSETS near Zink & Lenzi Profit Sharing Plan
  • PCT ind #1621

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 →

Southern Retina Consultant, Psc Retirement Plan in the asset neighbourhood

Southern Retina Consultant, Psc Retirement PlanSouthern Retina Consultant, …$228KZink & Lenzi Profit Sharing PlanZink & Lenzi Profit Sharing …$228KStone and Marble Masons of Metropolitan Washington D.C. Annuity FundStone and Marble Masons of M…$228KThomas Learning Centers, Inc. 401(k) Profit Sharing Plan & TrustThomas Learning Centers, Inc…$228KSierra Nevada Sc, Inc. Retirement PlanSierra Nevada Sc, Inc. Retir…$228K
End-of-year total assets ($M) among Southern Retina Consultant, Psc Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Southern Retina Consultant, Psc multi-year asset trail

Sponsor-wide plan assets over time

All Southern Retina Consultant, Psc plans reported in each filing year

Latest sponsor-wide plan assets
$289K 26.859357083547508% vs 2022
2024 filing year
$0.22M$0.24M$0.26M$0.28M$0.3M 202220232024 $0.23M $0.29M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 7 $228K
2023 1 7 $261K
2024 1 7 $289K

Southern Retina Consultant, Psc filing trail (2022)

Total Assets (Beginning of Year)$273K
Net Assets (End of Year)$228K
Net Income-$45K
Employer EIN660647277
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Southern Retina Consultant, Psc Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Southern Retina Consultant, Psc Retirement Plan, Total assets ($M): 0.227619 · Participants: 7Southern Retina Consultant, Psc 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
Southern Retina Consultant, Psc Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Southern Retina Consultant, Psc Retirement Plan side-by-side with 3 peers →

Southern Retina Consultant, Psc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Zink & Lenzi Profit Sharing Plan in CA ($228K); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Southern Retina Consultant, Psc Retirement Plan assets move in 2022? ▼
Southern Retina Consultant, Psc Retirement Plan declined sharply - down 16.5% during 2022, from $273K to $228K. Reported net income was -$45K.
How have Southern Retina Consultant, Psc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Retina Consultant, Psc's sponsor-wide assets grew 26.9%, from $228K to $289K.
Where does Southern Retina Consultant, Psc Retirement Plan rank by assets among Form 5500 filers? ▼
Southern Retina Consultant, Psc Retirement Plan ranks in the 11th 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 Profit Sharing plans are similar in size to Southern Retina Consultant, Psc Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Zink & Lenzi Profit Sharing Plan in CA ($228K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Southern Retina Consultant, Psc Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants, $393K 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 660647277.

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.