Money Purchase · DOL Form 5500 · 2023
Conceptos Dentales Del Sur, Psc Money Purchase Plan
Data updated 2026-08-25
- $920K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $153,264
- Avg per participant Above avg balance/head
Official DOL plan name: Conceptos Dentales Del Sur, Psc Retirement Plan · Sponsored by Conceptos Dentales Del Sur, Psc · Puerto Rico · Healthcare & Social Assistance
$920K in assets, 6 participants
Conceptos Dentales Del Sur, Psc's Conceptos Dentales Del Sur, Psc Retirement Plan reported $920K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,289 in Healthcare & Social Assistance (17,684 peers)
Conceptos Dentales Del Sur, Psc multi-year trail
Conceptos Dentales Del Sur, Psc's plans moved +25.4% in assets from 2022 to 2024; this filing shows Conceptos Dentales Del Sur, Psc Retirement Plan at $920K / 6 participants.
- #3,289
- in Healthcare & Social Assistance (17,684 peers)
- +14.4%
- assets growth YoY
Conceptos Dentales Del Sur, Psc Retirement Plan among the smaller filed plans by assets
Conceptos Dentales Del Sur, Psc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$919,583 23rd percentile higher than 23% 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
Conceptos Dentales Del Sur, 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. Conceptos Dentales Del Sur, Psc Retirement Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Conceptos Dentales Del Sur, Psc Retirement Plan reported net income rose from -$277K in the plan year 2022 filing to $115K in the plan year 2023 filing.
- Conceptos Dentales Del Sur, Psc Retirement Plan end-of-year assets rose from $804K in the plan year 2022 filing to $920K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 660760182 · Conceptos Dentales Del Sur, Psc PY 2023 · Money Purchase
Conceptos Dentales Del Sur, Psc Retirement Plan · $920K · 6 · 23rd
- EIN $920K
- RANK 6
- PHOTO 23rd
- IND Money Purchase
- EOY near Jim G. Taylor, O.D., P.C. Profit Sharing Plan
- 5500 ind #3289
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 →
Conceptos Dentales Del Sur, Psc Retirement Plan in the asset neighbourhood
Conceptos Dentales Del Sur, Psc multi-year asset trail
Sponsor-wide plan assets over time
All Conceptos Dentales Del Sur, Psc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 25.449641294250636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $804K |
| 2023 | 1 | 6 | $920K |
| 2024 | 1 | 8 | $1M |
Conceptos Dentales Del Sur, Psc filing trail (2023)
| Total Assets (Beginning of Year) | $804K |
|---|---|
| Net Assets (End of Year) | $920K |
| Net Income | $115K |
| Employer EIN | 660760182 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Conceptos Dentales Del Sur, Psc Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN ($925K); by covered participants it is Vaughn, Coast & Vaughn, Inc,. Pension Plan in OH (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($920K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Vaughn, Coast & Vaughn, Inc,. Pension Plan (OH) 6 · 0 off
- Cbd Docusource Profit Sharing Plan (LA) 6 · 0 off
- Bond, McDonald's & Lehman, P.C. Pension Plan (NY) 6 · 0 off
- Nirupama P Patel (TX) 6 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.