Money Purchase · DOL Form 5500 · 2023

Institute of Pulmonary Diseases Csp Money Purchase Plan

Data updated 2026-08-25

$324K
Total assets Small plan by assets
5
Participants Small participant base
14th
Percentile by assets National rank
$64,791
Avg per participant Low balance/head
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Official DOL plan name: Institute of Pulmonary Diseases, Csp Retirement Plan · Sponsored by Institute of Pulmonary Diseases Csp · Puerto Rico · Healthcare & Social Assistance

$324K in assets, 5 participants

Institute of Pulmonary Diseases Csp's Institute of Pulmonary Diseases, Csp Retirement Plan reported $324K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,777 in Healthcare & Social Assistance (17,684 peers)

Institute of Pulmonary Diseases Csp multi-year trail

Institute of Pulmonary Diseases Csp's plans moved +20.6% in assets from 2022 to 2024; this filing shows Institute of Pulmonary Diseases, Csp Retirement Plan at $324K / 5 participants.

#1,777
in Healthcare & Social Assistance (17,684 peers)
+10.6%
assets growth YoY

Institute of Pulmonary Diseases, Csp Retirement Plan among the smaller filed plans by assets

Institute of Pulmonary Diseases, Csp Retirement Plan vs every filed plan by assets

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

$323,957 14th percentile higher than 14% 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

Institute of Pulmonary Diseases, 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. Institute of Pulmonary Diseases, Csp Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Institute of Pulmonary Diseases, Csp Retirement Plan reported net income rose from -$68K in the plan year 2022 filing to $33K in the plan year 2023 filing.
  • Institute of Pulmonary Diseases, Csp Retirement Plan end-of-year assets rose from $293K in the plan year 2022 filing to $324K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660712761 · Institute of Pulmonary Diseases Csp PY 2023 · Money Purchase

Institute of Pulmonary Diseases, Csp Retirement Plan · $324K · 5 · 14th

  • RANK $324K
  • RANK 5
  • RANK 14th
  • RANK Money Purchase
  • RANK near Personnel Administration Services Inc Employees Pension Trust
  • RANK ind #1777

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 →

Institute of Pulmonary Diseases, Csp Retirement Plan in the asset neighbourhood

Badger Trading Co. Inc. Profit Sharing TrustBadger Trading Co. Inc. Prof…$326KJ Keith Mitchell Md Money Purchase Plan & TrustJ Keith Mitchell Md Money Pu…$327KInstitute of Pulmonary Diseases, Csp Retirement PlanInstitute of Pulmonary Disea…$324KPersonnel Administration Services Inc Employees Pension TrustPersonnel Administration Ser…$325KHenney Wealth Management, Inc. Profit Sharing PlanHenney Wealth Management, In…$321K
End-of-year total assets ($M) among Institute of Pulmonary Diseases, Csp Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Institute of Pulmonary Diseases Csp multi-year asset trail

Sponsor-wide plan assets over time

All Institute of Pulmonary Diseases Csp plans reported in each filing year

Latest sponsor-wide plan assets
$353K 20.55143746416578% vs 2022
2024 filing year
$0.28M$0.3M$0.32M$0.34M$0.36M 202220232024 $0.29M $0.35M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 5 $293K
2023 1 5 $324K
2024 1 5 $353K

Institute of Pulmonary Diseases Csp filing trail (2023)

Total Assets (Beginning of Year)$293K
Net Assets (End of Year)$324K
Net Income$33K
Employer EIN660712761
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Institute of Pulmonary Diseases, Csp Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Institute of Pulmonary Diseases, Csp Retirement Plan, Total assets ($M): 0.323957 · Participants: 5Institute of Pulmonary Diseases, Csp 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
Institute of Pulmonary Diseases, Csp Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Institute of Pulmonary Diseases, Csp Retirement Plan side-by-side with 3 peers →

Institute of Pulmonary Diseases, Csp Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Personnel Administration Services Inc Employees Pension Trust in MI ($325K); by covered participants it is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Institute of Pulmonary Diseases, Csp Retirement Plan assets move in 2023? ▼
Institute of Pulmonary Diseases, Csp Retirement Plan grew at a solid clip - up 10.6% during 2023, from $293K to $324K. Reported net income was $33K.
How have Institute of Pulmonary Diseases Csp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute of Pulmonary Diseases Csp's sponsor-wide assets grew 20.6%, from $293K to $353K.
Where does Institute of Pulmonary Diseases, Csp Retirement Plan rank by assets among Form 5500 filers? ▼
Institute of Pulmonary Diseases, Csp Retirement Plan ranks in the 14th 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 Institute of Pulmonary Diseases, Csp Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Personnel Administration Services Inc Employees Pension Trust in MI ($325K, 6 participants).
Which Money Purchase plans cover a similar participant headcount to Institute of Pulmonary Diseases, Csp Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants, $925K 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 660712761.

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.