Profit Sharing · DOL Form 5500 · 2022

First Medical Health Plan, Inc Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
810
Participants Near avg headcount
69th
Percentile by assets National rank
$15,327
Avg per participant Low balance/head
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Official DOL plan name: First Medical Health Retirement Savings Plan · Sponsored by First Medical Health Plan, Inc · Puerto Rico · Finance & Insurance

$12M in assets, 810 participants

First Medical Health Plan, Inc's First Medical Health Retirement Savings Plan reported $12M in total assets and 810 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,907 in Finance & Insurance (9,261 peers)

Coverage in Puerto Rico

First Medical Health Retirement Savings Plan covers 810 participants in Puerto Rico, 9.1x the typical Puerto Rico plan (state average ~89 per filing). Assets: $12M.

#4,907
in Finance & Insurance (9,261 peers)
-9.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Medical Health Retirement Savings Plan's outsized position by total assets

First Medical Health Retirement Savings Plan vs every filed plan by assets

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

$12,414,837 Top 31% higher than 69% 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

First Medical Health Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Medical Health Retirement Savings Plan sits mid-pack in the medium band (810 participants).

EBSA filing schedule strip

Filing strip 660537624 · First Medical Health Plan, Inc PY 2022 · Profit Sharing

First Medical Health Retirement Savings Plan · $12M · 810 · 69th

  • BOOK $12M
  • VS-ST 810
  • BOY 69th
  • SCH Profit Sharing
  • EBSA near Mission Plastics North Division of Peterson Manufacturing Company Profit Sharing Plan and Trust
  • PART ind #4907

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

First Medical Health Retirement Savings Plan in the asset neighbourhood

Moody Dunbar, Inc. Profit Sharing PlanMoody Dunbar, Inc. Profit Sh…$12MMarklund Employee Retirement Savings PlanMarklund Employee Retirement…$12MPoten & Partners Group, Inc. Profit Sharing PlanPoten & Partners Group, Inc.…$12MFirst Medical Health Retirement Savings PlanFirst Medical Health Retirem…$12MMission Plastics North Division of Peterson Manufacturing Company Profit Sharing Plan and TrustMission Plastics North Divis…$12M
End-of-year total assets ($M) among First Medical Health Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN660537624
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Medical Health Plan, Inc)

Sponsor-wide plan assets over time

All First Medical Health Plan, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$20M 58.43447642526438% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.4M $19.7M ▲ +58.5%
Year Plans Participants Total Assets
2022 1 810 $12M
2023 1 758 $16M
2024 1 775 $20M

Nearby Profit Sharing Plans in Puerto Rico

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

First Medical Health Retirement Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants First Medical Health Retirement Savings Plan, Total assets ($M): 12.414837 · Participants: 810First Medical Health Retirement Savings 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
First Medical Health Retirement Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

First Medical Health Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Mission Plastics North Division of Peterson Manufacturing Company Profit Sharing Plan and Trust in MO ($12M); by covered participants it is The Riverwoods Group 403(b) Plan in NH (809 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (810 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 First Medical Health Retirement Savings Plan assets move in 2022? ▼
First Medical Health Retirement Savings Plan pulled back noticeably - down 9.4% during 2022, from $14M to $12M. Reported net income was -$1M.
How have First Medical Health Plan, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Medical Health Plan, Inc's sponsor-wide assets grew 58.4%, from $12M to $20M.
Which Profit Sharing plans are similar in size to First Medical Health Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mission Plastics North Division of Peterson Manufacturing Company Profit Sharing Plan and Trust in MO ($12M, 137 participants).
Which Profit Sharing plans cover a similar participant headcount to First Medical Health Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Riverwoods Group 403(b) Plan in NH (809 participants, $17M in assets).