Money Purchase · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$478K
Total assets
6
Participants
18th
Percentile by assets
$79,622
Avg per participant
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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.

  • 18th percentile by assets (of 139,126 plans)
  • #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.

$478K
total plan assets (2022 EOY)
6
covered participants
18th
percentile by assets (of 139,126 plans)
$79,622
avg assets per participant

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.

State
Puerto Rico
Industry
Healthcare & Social Assistance

Dra. Rosa I. Roman Carlo, Csp. across 3 plan years on file

Across the 3 plan years Dra. Rosa I. Roman Carlo, Csp. has on file (2022-2024), sponsor-wide plan assets have moved from $478K to $606K, a gain of 26.8%, while reported participants moved from 6 to 6 (+0.0%). Peak year by sponsor assets: 2024 ($606K); trough: 2022 ($478K).

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

$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.48M $0.61M ▲ +27.1%
Total plan assets by year, all Dra. Rosa I. Roman Carlo, Csp. plans on file
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

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 C…Colegio Marista Mone…Jimenez, Graffam & L…Dr. Jose R. Cumba Re…San Pablo Pathology …Programa Head Start …
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. Retiremen… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 by total assets, not by location.

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).

Next read for Dra. Rosa I. Roman Carlo, Csp. Retiremen…

Multi-year trail

Ways to act on Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210'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 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.