Money Purchase · DOL Form 5500 · 2022

Centro Visual Dr. Kelvin Ortiz Rosario, Psc Money Purchase Plan

Data updated 2026-08-11

$744K
Total assets
4
Participants
22nd
Percentile by assets
$185,950
Avg per participant
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Official DOL plan name: Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan · Sponsored by Centro Visual Dr. Kelvin Ortiz Rosario, Psc · Puerto Rico · Other Services

$744K in assets, 4 participants

Centro Visual Dr. Kelvin Ortiz Rosario, Psc's Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan reported $744K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • 22nd percentile by assets (of 139,126 plans)
  • #3,772 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan ranks #3,772 of 8,398 2022 filers by assets (2698% of the sector average)-$744K for 4 participants.

$744K
total plan assets (2022 EOY)
4
covered participants
22nd
percentile by assets (of 139,126 plans)
$185,950
avg assets per participant

Where Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan sits by total assets

Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan vs every filed plan by assets

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

$743,798 22nd percentile higher than 22% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Puerto Rico
Industry
Other Services

Rank #3,772 in Other Services

Among 8,398 Other Services plans that filed a Form 5500 for plan year 2022, Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan ranks #3,772 by end-of-year assets - about 2698% of the sector average of $20M. Nationally it sits in the 22nd percentile, a stronger position within its industry than across all filers.

Other Services filing particulars

Total Assets (Beginning of Year)$646K
Net Assets (End of Year)$744K
Net Income$97K
Employer EIN660811674
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Centro Visual Dr. Kelvin Ortiz Rosario, Psc)

$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.74M $1M ▲ +35.1%
Total plan assets by year, all Centro Visual Dr. Kelvin Ortiz Rosario, Psc plans on file
Year Plans Participants Total Assets
2022 1 4 $744K
2023 1 4 $844K
2024 1 4 $1M

Nearby Money Purchase Plans in Puerto Rico

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

Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 0246 Total assets ($M) Participants Centro Visual Dr. Ke…, Total assets ($M): 0.743798 · Participants: 4Centro Visual Dr. Ke…Colegio Marista Mone…, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Mone…Jimenez, Graffam & L…, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & L…Dr. Jose R. Cumba Re…, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Re…San Pablo Pathology …, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology …Programa Head Start …, Total assets ($M): 3.079848 · Participants: 309Programa Head Start …
Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Centro Visual Dr. Kelvin Ortiz, Psc Reti… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan assets move in 2022? ▼
Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan grew sharply - up 15.1% during 2022, from $646K to $744K. Reported net income was $97K.
How have Centro Visual Dr. Kelvin Ortiz Rosario, Psc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Centro Visual Dr. Kelvin Ortiz Rosario, Psc's sponsor-wide assets grew 34.7%, from $744K to $1M.
Where does Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan rank by assets among Form 5500 filers? ▼
Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan ranks in the 22nd 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 Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan of Cassandra M. Milbury in PA ($743K, 19 participants).

Next read for Centro Visual Dr. Kelvin Ortiz, Psc Reti…

Filing takeaways

Ways to act on Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan's numbers.

  • By total assets, Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
  • Centro Visual Dr. Kelvin Ortiz Rosario, Psc's sponsor-wide assets have grown 34.7% since 2022 across 3 plan years on file. More Other Services plans

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 660811674.

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.