Profit Sharing · DOL Form 5500 · 2023

Santa Maria Radiology, Psc Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Smr Retirement Plan · Sponsored by Santa Maria Radiology, Psc · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 1 participants

Santa Maria Radiology, Psc's Smr Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,811 in Healthcare & Social Assistance (17,684 peers)

Santa Maria Radiology, Psc multi-year trail

Santa Maria Radiology, Psc's plans moved +54.2% in assets from 2022 to 2024; this filing shows Smr Retirement Plan at $1M / 1 participant.

#3,811
in Healthcare & Social Assistance (17,684 peers)
+25.1%
assets growth YoY

Smr Retirement Plan among the smaller filed plans by assets

Smr Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,211,147 25th percentile higher than 25% of 127,068 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 2023

Smr Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smr Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smr Retirement Plan reported net income rose from -$97K in the plan year 2022 filing to $243K in the plan year 2023 filing.
  • Smr Retirement Plan end-of-year assets rose from $968K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660627746 · Santa Maria Radiology, Psc PY 2023 · Profit Sharing

Smr Retirement Plan · $1M · 1 · 25th

  • BOOK $1M
  • VS-ST 1
  • BOY 25th
  • SCH Profit Sharing
  • EBSA near Independent Living Solutions Inc. Retirement Plan
  • PART ind #3811

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 →

Smr Retirement Plan in the asset neighbourhood

Smr Retirement Plan$1MIndependent Living Solutions Inc. Retirement PlanIndependent Living Solutions…$1MWarren, Kerr, Walston, Taylor & Smith LLP Retirement PlanWarren, Kerr, Walston, Taylo…$1MNirmala Murugavel, Md, LLC Profit Sharing PlanNirmala Murugavel, Md, LLC P…$1MValley Oil Corporation Profit Sharing PlanValley Oil Corporation Profi…$1M
End-of-year total assets ($M) among Smr Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Santa Maria Radiology, Psc multi-year asset trail

Sponsor-wide plan assets over time

All Santa Maria Radiology, Psc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 54.217392786774134% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.97M $1.49M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 1 $968K
2023 1 1 $1M
2024 1 1 $1M

Santa Maria Radiology, Psc filing trail (2023)

Total Assets (Beginning of Year)$968K
Net Assets (End of Year)$1M
Net Income$243K
Employer EIN660627746
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Smr Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Smr Retirement Plan, Total assets ($M): 1.211147 · Participants: 1Smr Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Smr Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Smr Retirement Plan side-by-side with 3 peers →

Smr Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Independent Living Solutions Inc. Retirement Plan in TX ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smr Retirement Plan assets move in 2023? ▼
Smr Retirement Plan grew sharply - up 25.1% during 2023, from $968K to $1M. Reported net income was $243K.
How have Santa Maria Radiology, Psc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Maria Radiology, Psc's sponsor-wide assets grew 54.2%, from $968K to $1M.
Where does Smr Retirement Plan rank by assets among Form 5500 filers? ▼
Smr Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Smr Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Independent Living Solutions Inc. Retirement Plan in TX ($1M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Smr Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660627746.

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.