Profit Sharing · DOL Form 5500 · 2022
Ortega Pulmonary Associates, P.a. Profit Sharing Plan
Data updated 2026-08-25
- $623K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $207,653
- Avg per participant Above avg balance/head
Official DOL plan name: Ortega Pulmonary Associates, P.a. Profit Sharing Trust · Sponsored by Ortega Pulmonary Associates, P.a. · Florida · Healthcare & Social Assistance
$623K in assets, 3 participants
Ortega Pulmonary Associates, P.a.'s Ortega Pulmonary Associates, P.a. Profit Sharing Trust reported $623K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #3,303 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Ortega Pulmonary Associates, P.a. Profit Sharing Trust pulled back noticeably 10.5% in 2022 ($696K → $623K) for 3 participants.
- #3,303
- in Healthcare & Social Assistance (20,060 peers)
- -10.5%
- assets change YoY
The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ortega Pulmonary Associates, P.a. Profit Sharing Trust among the smaller filed plans by assets
Ortega Pulmonary Associates, P.a. Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$622,959 20th percentile higher than 20% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ortega Pulmonary Associates, P.a. Profit Sharing 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. Ortega Pulmonary Associates, P.a. Profit Sharing Trust is a micro filing (3 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 592716953 · Ortega Pulmonary Associates, P.a. PY 2022 · Profit Sharing
Ortega Pulmonary Associates, P.a. Profit Sharing Trust · $623K · 3 · 20th
- PART $623K
- PART 3
- PART 20th
- PART Profit Sharing
- PART near Andy Caglia Realty, Inc. Profit Sharing Plan
- PART ind #3303
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 Florida →
Ortega Pulmonary Associates, P.a. Profit Sharing Trust in the asset neighbourhood
Ortega Pulmonary Associates, P.a. years around the 2022 move
Sponsor-wide plan assets over time
All Ortega Pulmonary Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $619K 0.6912172390157297% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $623K |
| 2023 | 1 | 3 | $672K |
| 2024 | 1 | 3 | $619K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $696K |
|---|---|
| Net Assets (End of Year) | $623K |
| Net Income | -$73K |
| Employer EIN | 592716953 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
Ortega Pulmonary Associates, P.a. Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Andy Caglia Realty, Inc. Profit Sharing Plan in CA ($623K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($623K here).
- Andy Caglia Realty, Inc. Profit Sharing Plan (CA) $623K · 3
- Rego & Sons, Inc. Profit Sharing Plan (MA) $623K · 6
- Jonathan Isopo Single K (NY) $623K · 1
- Hodges Hanei Corporation Retirement Plan (AZ) $623K · 10
Similar participant headcount
Nearest other-state filings by covered participants (3 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.