Profit Sharing · DOL Form 5500 · 2022
Wellness Clinical Group Psc Profit Sharing Plan
Data updated 2026-08-25
- $44K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $5,473
- Avg per participant Low balance/head
Official DOL plan name: Wellness Clinical Group Retirement Plan · Sponsored by Wellness Clinical Group Psc · Puerto Rico · Healthcare & Social Assistance
$44K in assets, 8 participants
Wellness Clinical Group Psc's Wellness Clinical Group Retirement Plan reported $44K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.
- #422 in Healthcare & Social Assistance (20,060 peers)
Wellness Clinical Group Psc multi-year trail
Wellness Clinical Group Psc's plans moved +239.0% in assets from 2022 to 2024; this filing shows Wellness Clinical Group Retirement Plan at $44K / 8 participants.
- #422
- in Healthcare & Social Assistance (20,060 peers)
- -12.4%
- assets change YoY
The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wellness Clinical Group Retirement Plan among the smaller filed plans by assets
Wellness Clinical Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$43,780 3rd percentile higher than 3% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wellness Clinical Group 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. Wellness Clinical Group Retirement Plan is a micro filing (8 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 660814284 · Wellness Clinical Group Psc PY 2022 · Profit Sharing
Wellness Clinical Group Retirement Plan · $44K · 8 · 3rd
- 5500 $44K
- 5500 8
- 5500 3rd
- 5500 Profit Sharing
- 5500 near Boston Bookkeeping Services Inc Profit Sharing Plan
- 5500 ind #422
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 →
Wellness Clinical Group Retirement Plan in the asset neighbourhood
Wellness Clinical Group Psc multi-year asset trail
Sponsor-wide plan assets over time
All Wellness Clinical Group Psc plans reported in each filing year
- Latest sponsor-wide plan assets
- $148K 239.00182731841025% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $44K |
| 2023 | 1 | 8 | $72K |
| 2024 | 1 | 8 | $148K |
Wellness Clinical Group Psc filing trail (2022)
| Total Assets (Beginning of Year) | $50K |
|---|---|
| Net Assets (End of Year) | $44K |
| Net Income | -$6K |
| Employer EIN | 660814284 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing, Limited $611M · 2,614
- Popular, Inc. Pr Savings and Investment Plan $561M · 7,773
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $336M · 1,038
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $158M · 743
- The Oriental Bank Coda Profit Sharing Plan $110M · 2,082
Wellness Clinical Group Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Boston Bookkeeping Services Inc Profit Sharing Plan in CA ($44K); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44K here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.