Profit Sharing · DOL Form 5500 · 2022

Roman Carlo Medical Services Psc Profit Sharing Plan

Data updated 2026-08-25

$250K
Total assets Small plan by assets
4
Participants Small participant base
12th
Percentile by assets National rank
$62,610
Avg per participant Low balance/head
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Official DOL plan name: Jose Cosme Roman Carlo Csp Retirement Plan · Sponsored by Roman Carlo Medical Services Psc · Puerto Rico · Healthcare & Social Assistance

$250K in assets, 4 participants

Roman Carlo Medical Services Psc's Jose Cosme Roman Carlo Csp Retirement Plan reported $250K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,747 in Healthcare & Social Assistance (20,060 peers)

Roman Carlo Medical Services Psc multi-year trail

Roman Carlo Medical Services Psc's plans moved +33.1% in assets from 2022 to 2024; this filing shows Jose Cosme Roman Carlo Csp Retirement Plan at $250K / 4 participants.

#1,747
in Healthcare & Social Assistance (20,060 peers)
-1.3%
assets change YoY

The plan reported a net loss of $49K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jose Cosme Roman Carlo Csp Retirement Plan among the smaller filed plans by assets

Jose Cosme Roman Carlo Csp Retirement Plan vs every filed plan by assets

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

$250,439 12th percentile higher than 12% 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

Jose Cosme Roman Carlo Csp 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. Jose Cosme Roman Carlo Csp Retirement Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 660727068 · Roman Carlo Medical Services Psc PY 2022 · Profit Sharing

Jose Cosme Roman Carlo Csp Retirement Plan · $250K · 4 · 12th

  • 5500 $250K
  • 5500 4
  • 5500 12th
  • 5500 Profit Sharing
  • 5500 near Plr Furniture Inc Restated Profit Sharing Plan and Trust
  • 5500 ind #1747

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 →

Jose Cosme Roman Carlo Csp Retirement Plan in the asset neighbourhood

Jose Cosme Roman Carlo Csp Retirement PlanJose Cosme Roman Carlo Csp R…$250KPlr Furniture Inc Restated Profit Sharing Plan and TrustPlr Furniture Inc Restated P…$250KSol Signs & Graphics Inc. Retirement PlanSol Signs & Graphics Inc. Re…$250KWilliams & Ribb Employees' Profit Sharing PlanWilliams & Ribb Employees' P…$250KCd Travel Ventures Inc. Retirement PlanCd Travel Ventures Inc. Reti…$251K
End-of-year total assets ($M) among Jose Cosme Roman Carlo Csp Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Roman Carlo Medical Services Psc multi-year asset trail

Sponsor-wide plan assets over time

All Roman Carlo Medical Services Psc plans reported in each filing year

Latest sponsor-wide plan assets
$333K 33.08909554821733% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M 202220232024 $0.25M $0.33M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 4 $250K
2023 1 4 $301K
2024 1 4 $333K

Roman Carlo Medical Services Psc filing trail (2022)

Total Assets (Beginning of Year)$254K
Net Assets (End of Year)$204K
Net Income-$49K
Employer EIN660727068
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Jose Cosme Roman Carlo Csp Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose Cosme Roman Carlo Csp Retirement Plan, Total assets ($M): 0.250439 · Participants: 4Jose Cosme Roman Carlo Csp Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
Jose Cosme Roman Carlo Csp Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose Cosme Roman Carlo Csp Retirement Plan side-by-side with 3 peers →

Jose Cosme Roman Carlo Csp Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Plr Furniture Inc Restated Profit Sharing Plan and Trust in TX ($250K); by covered participants it is Arz Education Retirement Plan in CA (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 Jose Cosme Roman Carlo Csp Retirement Plan assets move in 2022? ▼
Jose Cosme Roman Carlo Csp Retirement Plan edged down modestly - down 1.3% during 2022, from $254K to $250K. Reported net income was -$49K.
How have Roman Carlo Medical Services Psc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roman Carlo Medical Services Psc's sponsor-wide assets grew 33.1%, from $250K to $333K.
Where does Jose Cosme Roman Carlo Csp Retirement Plan rank by assets among Form 5500 filers? ▼
Jose Cosme Roman Carlo Csp Retirement Plan ranks in the 12th 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 Profit Sharing plans are similar in size to Jose Cosme Roman Carlo Csp Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Plr Furniture Inc Restated Profit Sharing Plan and Trust in TX ($250K, 36 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose Cosme Roman Carlo Csp Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 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 660727068.

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.