Profit Sharing · DOL Form 5500 · 2023

Clinica Oftalmica De La Montana Csp Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
31st
Percentile by assets National rank
$230,879
Avg per participant Above avg balance/head
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Official DOL plan name: Clinica Oftalmica De La Montana, Csp Retirement Plan · Sponsored by Clinica Oftalmica De La Montana Csp · Puerto Rico · Other Services

$2M in assets, 9 participants

Clinica Oftalmica De La Montana Csp's Clinica Oftalmica De La Montana, Csp Retirement Plan reported $2M in total assets and 9 participants 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.

  • #4,378 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Clinica Oftalmica De La Montana, Csp Retirement Plan ranks #4,378 of 7,857 2023 filers by assets (966% of the sector average)-$2M for 9 participants.

#4,378
in Other Services (7,857 peers)
+4.3%
assets growth YoY

Clinica Oftalmica De La Montana, Csp Retirement Plan among the smaller filed plans by assets

Clinica Oftalmica De La Montana, Csp Retirement Plan vs every filed plan by assets

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

$2,077,915 31st percentile higher than 31% 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

Clinica Oftalmica De La Montana, Csp 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. Clinica Oftalmica De La Montana, Csp Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clinica Oftalmica De La Montana, Csp Retirement Plan reported net income rose from -$251K in the plan year 2022 filing to $86K in the plan year 2023 filing.
  • Clinica Oftalmica De La Montana, Csp Retirement Plan reported participants fell from 11 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Clinica Oftalmica De La Montana, Csp Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660650169 · Clinica Oftalmica De La Montana Csp PY 2023 · Profit Sharing

Clinica Oftalmica De La Montana, Csp Retirement Plan · $2M · 9 · 31st

  • EOY $2M
  • 5500 9
  • ASSETS 31st
  • PCT Profit Sharing
  • EIN near Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan
  • RANK ind #4378

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 Other Services retirement plans → · Plans in Puerto Rico →

Clinica Oftalmica De La Montana, Csp Retirement Plan in the asset neighbourhood

Clinica Oftalmica De La Montana, Csp Retirement PlanClinica Oftalmica De La Mont…$2MSoper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps PlanSoper, Soper & Weinel LLP Ps…$2MJorge Vallecillo Md Light Street Medical Center Money Purchase PlanJorge Vallecillo Md Light St…$2MFabsco Corp. Profit - Sharing PlanFabsco Corp. Profit - Sharin…$2MLahout's Country Clothing & Ski Shop, Inc. Profit Sharing Retirement PlanLahout's Country Clothing & …$2M
End-of-year total assets ($M) among Clinica Oftalmica De La Montana, Csp Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$86K
Employer EIN660650169
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clinica Oftalmica De La Montana Csp)

Sponsor-wide plan assets over time

All Clinica Oftalmica De La Montana Csp plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.80353603317591% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.99M $2.33M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 9 $2M
2024 1 6 $2M

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Clinica Oftalmica De La Montana, Csp Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Clinica Oftalmica De La Montana, Csp Retirement Plan, Total assets ($M): 2.077915 · Participants: 9Clinica Oftalmica De La Montana, Csp Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Clinica Oftalmica De La Montana, Csp Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Clinica Oftalmica De La Montana, Csp Retirement Plan side-by-side with 3 peers →

Clinica Oftalmica De La Montana, Csp Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan in OH ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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.

Frequently Asked Questions

How did Clinica Oftalmica De La Montana, Csp Retirement Plan assets move in 2023? ▼
Clinica Oftalmica De La Montana, Csp Retirement Plan edged up modestly - up 4.3% during 2023, from $2M to $2M. Reported net income was $86K.
How have Clinica Oftalmica De La Montana Csp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clinica Oftalmica De La Montana Csp's sponsor-wide assets grew 16.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Clinica Oftalmica De La Montana, Csp Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan in OH ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Clinica Oftalmica De La Montana, Csp Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K 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 660650169.

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.