Money Purchase · DOL Form 5500 · 2023

Advanced Heart and Vascular Center LLC Money Purchase Plan

Data updated 2026-08-25

$472K
Total assets Small plan by assets
1
Participants Small participant base
17th
Percentile by assets National rank
$472,078
Avg per participant High balance/head
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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

$472K in assets, 1 participants

Advanced Heart and Vascular Center LLC's Advanced Heart and Vascular Center Retirement Plan reported $472K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,243 in Healthcare & Social Assistance (17,684 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 $472K / 1 participant.

#2,243
in Healthcare & Social Assistance (17,684 peers)
+59.8%
assets growth YoY

Advanced Heart and Vascular Center Retirement Plan among the smaller filed plans by assets

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

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

$472,078 17th percentile higher than 17% 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

Advanced Heart and Vascular Center 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. Advanced Heart and Vascular Center Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advanced Heart and Vascular Center Retirement Plan reported net income rose from -$105K in the plan year 2022 filing to $177K in the plan year 2023 filing.
  • Advanced Heart and Vascular Center Retirement Plan end-of-year assets rose from $295K in the plan year 2022 filing to $472K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660863395 · Advanced Heart and Vascular Center LLC PY 2023 · Money Purchase

Advanced Heart and Vascular Center Retirement Plan · $472K · 1 · 17th

  • EBSA $472K
  • PART 1
  • TYPE 17th
  • NET Money Purchase
  • BOOK near Sunny Isle Developers LLC Money Purchase Plan
  • VS-ST ind #2243

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 →

Advanced Heart and Vascular Center Retirement Plan in the asset neighbourhood

Sunny Isle Developers LLC Money Purchase PlanSunny Isle Developers LLC Mo…$476KManzoor H. Bhatti - Sep IRA$479KAdvanced Heart and Vascular Center Retirement PlanAdvanced Heart and Vascular …$472KAnsonics Profit Sharing Plan$462KSurendra S. Chawla Profit Sharing PlanSurendra S. Chawla Profit Sh…$452K
End-of-year total assets ($M) among Advanced Heart and Vascular Center Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Advanced Heart and Vascular Center LLC multi-year asset trail

Sponsor-wide plan assets over time

All Advanced Heart and Vascular Center LLC plans reported in each filing year

Latest sponsor-wide plan assets
$539K 82.56746603854042% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.3M $0.54M ▲ +80.0%
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 (2023)

Total Assets (Beginning of Year)$295K
Net Assets (End of Year)$472K
Net Income$177K
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 02468 Total assets ($M) Participants Advanced Heart and Vascular Center Retirement Plan, Total assets ($M): 0.472078 · Participants: 1Advanced Heart and Vascular Center Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 6.288531 · Participants: 111Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.660467 · Participants: 25Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 4.452966 · Participants: 68Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.889718 · Participants: 308Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.80284 · Participants: 4Dr. Jose R. Cumba Retirement Plan
Advanced Heart and Vascular Center Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Advanced Heart and Vascular Center Retirement Plan side-by-side with 3 peers →

Advanced Heart and Vascular Center Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Sunny Isle Developers LLC Money Purchase Plan in VI ($476K); by covered participants it is Steven R. Goldberg Esq. Money Purchase Plan in NJ (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($472K here).

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 Advanced Heart and Vascular Center Retirement Plan assets move in 2023? ▼
Advanced Heart and Vascular Center Retirement Plan surged - up 59.8% during 2023, from $295K to $472K. Reported net income was $177K.
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 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Sunny Isle Developers LLC Money Purchase Plan in VI ($476K, 9 participants).
Which Money Purchase plans cover a similar participant headcount to Advanced Heart and Vascular Center Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Steven R. Goldberg Esq. Money Purchase Plan in NJ (1 participant, $297K 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 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.