Money Purchase · DOL Form 5500 · 2022

Instituto Vascular Del Sur Csp Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
27th
Percentile by assets National rank
$204,672
Avg per participant Above avg balance/head
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Official DOL plan name: Instituto Vascular Del Sur, Csp Retirement Plan Trust · Sponsored by Instituto Vascular Del Sur Csp · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 6 participants

Instituto Vascular Del Sur Csp's Instituto Vascular Del Sur, Csp Retirement Plan Trust reported $1M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #5,061 in Healthcare & Social Assistance (20,060 peers)

Instituto Vascular Del Sur Csp multi-year trail

Instituto Vascular Del Sur Csp's plans moved +27.3% in assets from 2022 to 2024; this filing shows Instituto Vascular Del Sur, Csp Retirement Plan Trust at $1M / 6 participants.

#5,061
in Healthcare & Social Assistance (20,060 peers)
-10.3%
assets change YoY

The plan reported a net loss of $141K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Instituto Vascular Del Sur, Csp Retirement Plan Trust among the smaller filed plans by assets

Instituto Vascular Del Sur, Csp Retirement Plan Trust vs every filed plan by assets

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

$1,228,031 27th percentile higher than 27% 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

Instituto Vascular Del Sur, Csp Retirement Plan Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Instituto Vascular Del Sur, Csp Retirement Plan Trust is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 660709417 · Instituto Vascular Del Sur Csp PY 2022 · Money Purchase

Instituto Vascular Del Sur, Csp Retirement Plan Trust · $1M · 6 · 27th

  • 5500 $1M
  • 5500 6
  • 5500 27th
  • 5500 Money Purchase
  • 5500 near The Joseph Alexander Foundation Pension Trust
  • 5500 ind #5061

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 →

Instituto Vascular Del Sur, Csp Retirement Plan Trust in the asset neighbourhood

Instituto Vascular Del Sur, Csp Retirement Plan TrustInstituto Vascular Del Sur, …$1MThe Joseph Alexander Foundation Pension TrustThe Joseph Alexander Foundat…$1MFamily Serv Assoc of Nepa$1MMuhammad M Haque Keogh Pl Ke$1MChicago Strategy Associates, Inc.-Money Purchase PlanChicago Strategy Associates,…$1M
End-of-year total assets ($M) among Instituto Vascular Del Sur, Csp Retirement Plan Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Instituto Vascular Del Sur Csp multi-year asset trail

Sponsor-wide plan assets over time

All Instituto Vascular Del Sur Csp plans reported in each filing year

Latest sponsor-wide plan assets
$2M 27.341817918277307% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.23M $1.56M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 6 $1M
2024 1 6 $2M

Instituto Vascular Del Sur Csp filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$141K
Employer EIN660709417
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.

Instituto Vascular Del Sur, Csp Retirement Plan Trust vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 123456 Total assets ($M) Participants Instituto Vascular Del Sur, Csp Retirement Plan Trust, Total assets ($M): 1.228031 · Participants: 6Instituto Vascular Del Sur, Csp Retirement Plan TrustColegio 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
Instituto Vascular Del Sur, Csp Retirement Plan Trust vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Instituto Vascular Del Sur, Csp Retirement Plan Trust side-by-side with 3 peers →

Instituto Vascular Del Sur, Csp Retirement Plan Trust's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is The Joseph Alexander Foundation Pension Trust in PA ($1M); by covered participants it is Thomas D Sharp Dmd Money Purchase Plan in AL (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Instituto Vascular Del Sur, Csp Retirement Plan Trust assets move in 2022? ▼
Instituto Vascular Del Sur, Csp Retirement Plan Trust pulled back noticeably - down 10.3% during 2022, from $1M to $1M. Reported net income was -$141K.
How have Instituto Vascular Del Sur Csp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Instituto Vascular Del Sur Csp's sponsor-wide assets grew 27.3%, from $1M to $2M.
Which Money Purchase plans are similar in size to Instituto Vascular Del Sur, Csp Retirement Plan Trust? ▼
Among Money Purchase plans in other states, the closest by assets is The Joseph Alexander Foundation Pension Trust in PA ($1M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Instituto Vascular Del Sur, Csp Retirement Plan Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Thomas D Sharp Dmd Money Purchase Plan in AL (6 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 660709417.

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.