Money Purchase · DOL Form 5500 · 2022

Dra. Rosa I. Roman Carlo, Csp. Money Purchase Plan

Data updated 2026-08-25

$478K
Total assets Small plan by assets
6
Participants Small participant base
18th
Percentile by assets National rank
$79,622
Avg per participant Below avg balance/head
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Official DOL plan name: Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 · Sponsored by Dra. Rosa I. Roman Carlo, Csp. · Puerto Rico · Healthcare & Social Assistance

$478K in assets, 6 participants

Dra. Rosa I. Roman Carlo, Csp.'s Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 reported $478K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,776 in Healthcare & Social Assistance (20,060 peers)

Dra. Rosa I. Roman Carlo, Csp. multi-year trail

Dra. Rosa I. Roman Carlo, Csp.'s plans moved +26.8% in assets from 2022 to 2024; this filing shows Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 at $478K / 6 participants.

#2,776
in Healthcare & Social Assistance (20,060 peers)
-7.6%
assets change YoY

The plan reported a net loss of $69K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 among the smaller filed plans by assets

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 vs every filed plan by assets

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

$477,731 18th percentile higher than 18% 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

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 660538760 · Dra. Rosa I. Roman Carlo, Csp. PY 2022 · Money Purchase

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 · $478K · 6 · 18th

  • PHOTO $478K
  • PHOTO 6
  • PHOTO 18th
  • PHOTO Money Purchase
  • PHOTO near Kiran R Bais Money Purchase Plan & Trust
  • PHOTO ind #2776

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 →

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 in the asset neighbourhood

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210Dra. Rosa I. Roman Carlo, Cs…$478KKiran R Bais Money Purchase Plan & TrustKiran R Bais Money Purchase …$475KLipy Inc Pension Plan$484KPadula Construction Company Inc Money Purchase Plan and TrustPadula Construction Company …$473KCi Capital Partners, LLC Money Purchase PlanCi Capital Partners, LLC Mon…$472K
End-of-year total assets ($M) among Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Dra. Rosa I. Roman Carlo, Csp. multi-year asset trail

Sponsor-wide plan assets over time

All Dra. Rosa I. Roman Carlo, Csp. plans reported in each filing year

Latest sponsor-wide plan assets
$606K 26.779714944184068% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.48M $0.61M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 6 $478K
2023 1 6 $537K
2024 1 6 $606K

Dra. Rosa I. Roman Carlo, Csp. filing trail (2022)

Total Assets (Beginning of Year)$517K
Net Assets (End of Year)$448K
Net Income-$69K
Employer EIN660538760
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 0246 Total assets ($M) Participants Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210, Total assets ($M): 0.477731 · Participants: 6Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210Colegio 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
Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 side-by-side with 3 peers →

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Kiran R Bais Money Purchase Plan & Trust in IL ($475K); by covered participants it is Thomas D Sharp Dmd Money Purchase Plan in AL (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 assets move in 2022? ▼
Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 pulled back noticeably - down 7.6% during 2022, from $517K to $478K. Reported net income was -$69K.
How have Dra. Rosa I. Roman Carlo, Csp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dra. Rosa I. Roman Carlo, Csp.'s sponsor-wide assets grew 26.8%, from $478K to $606K.
Where does Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 rank by assets among Form 5500 filers? ▼
Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 ranks in the 18th 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 Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210? ▼
Among Money Purchase plans in other states, the closest by assets is Kiran R Bais Money Purchase Plan & Trust in IL ($475K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210? ▼
Among Money Purchase plans in other states, the closest by covered participants is Thomas D Sharp Dmd Money Purchase Plan in AL (6 participants, N/A 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 660538760.

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.