Money Purchase · DOL Form 5500 · 2022

Advanced Heart and Vascular Center LLC Money Purchase Plan

Data updated 2026-08-11

$295K
Total assets
1
Participants
14th
Percentile by assets
$295,482
Avg per participant
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Official DOL plan name: Advanced Heart and Vascular Center Retirement Plan · Sponsored by Advanced Heart and Vascular Center LLC · Puerto Rico · Healthcare & Social Assistance

$295K in assets, 1 participants

Advanced Heart and Vascular Center LLC's Advanced Heart and Vascular Center Retirement Plan reported $295K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • 14th percentile by assets (of 139,126 plans)
  • #1,954 in Healthcare & Social Assistance (20,060 peers)

Advanced Heart and Vascular Center LLC multi-year trail

Advanced Heart and Vascular Center LLC's plans moved +82.6% in assets from 2022 to 2024; this filing shows Advanced Heart and Vascular Center Retirement Plan at $295K / 1 participant.

$295K
total plan assets (2022 EOY)
1
covered participants
14th
percentile by assets (of 139,126 plans)
$295,482
avg assets per participant

The plan reported a net loss of $105K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Advanced Heart and Vascular Center Retirement Plan sits by total assets

Advanced Heart and Vascular Center Retirement Plan vs every filed plan by assets

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

$295,482 14th percentile higher than 14% 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
Healthcare & Social Assistance

Advanced Heart and Vascular Center LLC across 3 plan years on file

Across the 3 plan years Advanced Heart and Vascular Center LLC has on file (2022-2024), sponsor-wide plan assets have moved from $295K to $539K, a gain of 82.6%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2024 ($539K); trough: 2022 ($295K).

Advanced Heart and Vascular Center LLC multi-year asset trail

$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.3M $0.54M ▲ +80.0%
Total plan assets by year, all Advanced Heart and Vascular Center LLC plans on file
Year Plans Participants Total Assets
2022 1 1 $295K
2023 1 1 $472K
2024 1 1 $539K

Advanced Heart and Vascular Center LLC filing trail (2022)

Total Assets (Beginning of Year)$400K
Net Assets (End of Year)$295K
Net Income-$105K
Employer EIN660863395
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Advanced Heart and Vascular Center Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 0246 Total assets ($M) Participants Advanced Heart and V…, Total assets ($M): 0.295482 · Participants: 1Advanced Heart and V…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 …
Advanced Heart and Vascular Center Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Advanced Heart and Vascular Center Retir… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Advanced Heart and Vascular Center Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Advanced Heart and Vascular Center Retirement Plan assets move in 2022? ▼
Advanced Heart and Vascular Center Retirement Plan declined sharply - down 26.1% during 2022, from $400K to $295K. Reported net income was -$105K.
How have Advanced Heart and Vascular Center LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Heart and Vascular Center LLC's sponsor-wide assets grew 82.6%, from $295K to $539K.
Where does Advanced Heart and Vascular Center Retirement Plan rank by assets among Form 5500 filers? ▼
Advanced Heart and Vascular Center Retirement Plan ranks in the 14th 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 Advanced Heart and Vascular Center Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is J Keith Mitchell Md Money Purchase Plan & Trust in AR ($296K, 4 participants).

Next read for Advanced Heart and Vascular Center Retir…

Multi-year trail

Ways to act on Advanced Heart and Vascular Center Retirement Plan's numbers.

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 660863395.

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.