Money Purchase · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$744K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$185,950
Avg per participant Above avg balance/head
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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.

  • #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.

#3,772
in Other Services (8,398 peers)
+15.1%
assets growth YoY

Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan among the smaller filed plans by 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 $2,050,000,000 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

Centro Visual Dr. Kelvin Ortiz, 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. Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 660811674 · Centro Visual Dr. Kelvin Ortiz Rosario, Psc PY 2022 · Money Purchase

Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan · $744K · 4 · 22nd

  • VS-ST $744K
  • VS-ST 4
  • VS-ST 22nd
  • VS-ST Money Purchase
  • VS-ST near Retirement Plan of Cassandra M. Milbury
  • VS-ST ind #3772

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 Other Services retirement plans → · Plans in Puerto Rico →

Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan in the asset neighbourhood

Globetech Computing, Inc. Pension PlanGlobetech Computing, Inc. Pe…$756KAsian Creative Profit Sharing Plan and TrustAsian Creative Profit Sharin…$757KCentro Visual Dr. Kelvin Ortiz, Psc Retirement PlanCentro Visual Dr. Kelvin Ort…$744KRetirement Plan of Cassandra M. MilburyRetirement Plan of Cassandra…$743KAllied Builders Supply Corp. Pension PlanAllied Builders Supply Corp.…$728K
End-of-year total assets ($M) among Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Centro Visual Dr. Kelvin Ortiz Rosario, Psc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 34.697054845536016% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.74M $1M ▲ +35.1%
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 ($M) Participants Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan, Total assets ($M): 0.743798 · Participants: 4Centro Visual Dr. Kelvin Ortiz, Psc Retirement PlanColegio 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
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 Retirement Plan side-by-side with 3 peers →

Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Retirement Plan of Cassandra M. Milbury in PA ($743K); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 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).
Which Money Purchase plans cover a similar participant headcount to Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants, $332K 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 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.