Profit Sharing · DOL Form 5500 · 2023
Martinez-Lorenzo Internal Medicine Services Psc Profit Sharing Plan
Data updated 2026-08-25
- $76K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $25,351
- Avg per participant Low balance/head
Official DOL plan name: Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan · Sponsored by Martinez-Lorenzo Internal Medicine Services Psc · Puerto Rico · Healthcare & Social Assistance
$76K in assets, 3 participants
Martinez-Lorenzo Internal Medicine Services Psc's Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan reported $76K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.
- #627 in Healthcare & Social Assistance (17,684 peers)
Martinez-Lorenzo Internal Medicine Services Psc multi-year trail
Martinez-Lorenzo Internal Medicine Services Psc's plans moved -26.3% in assets from 2022 to 2024; this filing shows Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan at $76K / 3 participants.
- #627
- in Healthcare & Social Assistance (17,684 peers)
- -13.1%
- assets change YoY
The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan among the smaller filed plans by assets
Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$76,054 5th percentile higher than 5% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Martinez-Lorenzo Internal Medicine Services Psc 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. Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan reported net income rose from -$14K in the plan year 2022 filing to -$11K in the plan year 2023 filing.
- Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan end-of-year assets fell from $88K in the plan year 2022 filing to $76K in the plan year 2023 filing.
DOL schedule card
Filing strip 660634906 · Martinez-Lorenzo Internal Medicine Services Psc PY 2023 · Profit Sharing
Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan · $76K · 3 · 5th
- RANK $76K
- RANK 3
- RANK 5th
- RANK Profit Sharing
- RANK near Stafford Strategic Group Inc. Retirement Plan
- RANK ind #627
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 →
Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan in the asset neighbourhood
Martinez-Lorenzo Internal Medicine Services Psc multi-year asset trail
Sponsor-wide plan assets over time
All Martinez-Lorenzo Internal Medicine Services Psc plans reported in each filing year
- Latest sponsor-wide plan assets
- $64K 26.312842138946984% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $88K |
| 2023 | 1 | 3 | $76K |
| 2024 | 1 | 3 | $64K |
Martinez-Lorenzo Internal Medicine Services Psc filing trail (2023)
| Total Assets (Beginning of Year) | $88K |
|---|---|
| Net Assets (End of Year) | $76K |
| Net Income | -$11K |
| Employer EIN | 660634906 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Stafford Strategic Group Inc. Retirement Plan in VA ($76K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); 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.