Money Purchase · DOL Form 5500 · 2023
Allianze Medical Services P.S.C. Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $2.0M
- Avg per participant High balance/head
Official DOL plan name: Allianze Medical Services Retirement Plan (Formerly Alvaro Aranda Rodriguez Retirement Plan) · Sponsored by Allianze Medical Services P.S.C. · Puerto Rico · Professional & Technical Services
$2M in assets, 1 participants
Allianze Medical Services P.S.C.'s Allianze Medical Services Retirement Plan (Formerly Alvaro Aranda Rodriguez Retirement Plan) reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #5,448 in Professional & Technical Services (20,321 peers)
Allianze Medical Services P.S.C. multi-year trail
Allianze Medical Services P.S.C.'s plans moved +84.0% in assets from 2022 to 2024; this filing shows Allianze Medical Services Retirement Plan (Formerly Alvaro Aranda Rodriguez Retirement Plan) at $2M / 1 participant.
- #5,448
- in Professional & Technical Services (20,321 peers)
- +30.8%
- assets growth YoY
Allianze Medical Services Retirement Plan (Formerly Alvaro Aranda Rodriguez Retirement Plan) among the smaller filed plans by assets
Allianze Medical Services Retirement Plan (Formerly Alvaro Aranda Rodriguez Retirement Plan) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,048,328 31st percentile higher than 31% 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
Allianze Medical Services Retirement Plan (Formerly Alvaro Aranda Rodriguez 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. Allianze Medical Services Retirement Plan (Formerly Alvaro Aranda Rodriguez Retirement Plan) is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allianze Medical Services Retirement Plan (Formerly Alvaro Aranda Rodriguez Retirement Plan) reported net income rose from -$387K in the plan year 2022 filing to $482K in the plan year 2023 filing.
- Allianze Medical Services Retirement Plan (Formerly Alvaro Aranda Rodriguez Retirement Plan) end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 660655942 · Allianze Medical Services P.S.C. PY 2023 · Money Purchase
Allianze Medical Services Retirement Plan (Formerly Alvaro Aranda Rodriguez Retirement Plan) · $2M · 1 · 31st
- PCT $2M
- EIN 1
- RANK 31st
- PHOTO Money Purchase
- IND near Illinois School Bus Co., Inc. Money Purchase Pension Plan & Trust
- EOY ind #5448
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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →
Allianze Medical Services Retirement Plan (Formerly Alvaro Aranda Rodriguez Retirement Plan) in the asset neighbourhood
Allianze Medical Services P.S.C. multi-year asset trail
Sponsor-wide plan assets over time
All Allianze Medical Services P.S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 83.96570287146176% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $3M |
Allianze Medical Services P.S.C. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $482K |
| Employer EIN | 660655942 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Allianze Medical Services Retirement Plan (Formerly Alvaro Aranda Rodriguez Retirement Plan)'s out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Illinois School Bus Co., Inc. Money Purchase Pension Plan & Trust in IL ($2M); 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 ($2M here).
- Illinois School Bus Co., Inc. Money Purchase Pension Plan & Trust (IL) $2M · 98
- Charm-Tex, Inc. Money Purchase Plan (NY) $2M · 9
- Childrens Urology Group Money Purchase Plan (FL) $2M · 24
- Huntington Ingalls Industries, Inc. Nno Target Benefit Plan for Ees Covered by Uswa, Local 8888 Collective Bargaining Agreement (VA) $2M · 625
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.