Money Purchase · DOL Form 5500 · 2023

San Pablo Gastroenterology, Psc Money Purchase Plan

Data updated 2026-08-25

$857K
Total assets Small plan by assets: 3
Participants Small participant base: 22nd
Percentile by assets National rank: $285,787
Avg per participant High balance/head

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Official DOL plan name: San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan · Sponsored by San Pablo Gastroenterology, Psc · Puerto Rico · Healthcare & Social Assistance

$857K in assets, 3 participants

San Pablo Gastroenterology, Psc's San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan reported $857K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

#3,172 in Healthcare & Social Assistance (17,684 peers)

San Pablo Gastroenterology, Psc multi-year trail

San Pablo Gastroenterology, Psc's plans moved +27.5% in assets from 2022 to 2024; this filing shows San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan at $857K / 3 participants.

#3,172
in Healthcare & Social Assistance (17,684 peers): +17.2%
assets growth YoY

San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan among the smaller filed plans by assets

San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan vs every filed plan by assets

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

$857,362 22nd percentile higher than 22% 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

San Pablo Gastroenterology & Retina Center of Puerto Rico 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. San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan reported net income rose from -$150K in the plan year 2022 filing to $126K in the plan year 2023 filing.
San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan end-of-year assets rose from $731K in the plan year 2022 filing to $857K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660729173 · San Pablo Gastroenterology, Psc PY 2023 · Money Purchase

San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan · $857K · 3 · 22nd

BOOK $857K
VS-ST 3
BOY 22nd
SCH Money Purchase
EBSA near Teamsters Local 731 Severance & Retirement Plan
PART ind #3172

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 →

End-of-year total assets ($M) among San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

San Pablo Gastroenterology, Psc multi-year asset trail

Latest sponsor-wide plan assets: $932K 27.474022236773934% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$731K
2023	1	3	$857K
2024	1	3	$932K

San Pablo Gastroenterology, Psc filing trail (2023)

Total Assets (Beginning of Year)	$731K
Net Assets (End of Year)	$857K
Net Income	$126K
Employer EIN	660729173
Plan Effective Date	2010-12-07
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

Colegio Marista Money Purchase Thrift Plan $6M · 111
Jimenez, Graffam & Lausell Pension Plan $6M · 25
Duenas Trailers Rental Inc. Retirement Plan $4M · 68
Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust $4M · 308
Dr. Jose R. Cumba Retirement Plan $4M · 4

Compare San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan side-by-side with 3 peers →

San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Teamsters Local 731 Severance & Retirement Plan in IL ($867K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($857K here).

Teamsters Local 731 Severance & Retirement Plan (IL) $867K · 29
Accratronics Seals Corp. Money Purchase Pension Plan (CA) $868K · 65
Michael Gordon, M.D., Inc. Money Purchase Pension Plan (CA) $876K · 2
Dennis a Becker Psp (OH) $838K · 3

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Ansonics Profit Sharing Plan (OR) 3 · 0 off
Michelle Kwan Money Purchase Plan (CA) 3 · 0 off
Day & Night Delivery, Inc. Money Purchase Pension Plan (CA) 3 · 0 off
The Ms Group Money Purchase Plan and Trust (MS) 3 · 0 off

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 San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan assets move in 2023? ▼

San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan grew sharply - up 17.2% during 2023, from $731K to $857K. Reported net income was $126K.

How have San Pablo Gastroenterology, Psc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), San Pablo Gastroenterology, Psc's sponsor-wide assets grew 27.5%, from $731K to $932K.

Where does San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan rank by assets among Form 5500 filers? ▼

San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan ranks in the 22nd 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 San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Teamsters Local 731 Severance & Retirement Plan in IL ($867K, 29 participants).

Which Money Purchase plans cover a similar participant headcount to San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan? ▼

Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K 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 660729173.