Money Purchase · DOL Form 5500 · 2023

Oficina Medica Dr. Polanco, Csp Money Purchase Plan

Data updated 2026-08-25

$346K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$86,491
Avg per participant Below avg balance/head
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Official DOL plan name: Oficina Medica Dr. Polanco, Csp Retirement Plan · Sponsored by Oficina Medica Dr. Polanco, Csp · Puerto Rico · Healthcare & Social Assistance

$346K in assets, 4 participants

Oficina Medica Dr. Polanco, Csp's Oficina Medica Dr. Polanco, Csp Retirement Plan reported $346K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,856 in Healthcare & Social Assistance (17,684 peers)

Oficina Medica Dr. Polanco, Csp multi-year trail

Oficina Medica Dr. Polanco, Csp's plans moved +26.6% in assets from 2022 to 2024; this filing shows Oficina Medica Dr. Polanco, Csp Retirement Plan at $346K / 4 participants.

#1,856
in Healthcare & Social Assistance (17,684 peers)
+11.0%
assets growth YoY

Oficina Medica Dr. Polanco, Csp Retirement Plan among the smaller filed plans by assets

Oficina Medica Dr. Polanco, Csp Retirement Plan vs every filed plan by assets

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

$345,965 15th percentile higher than 15% 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

Oficina Medica Dr. Polanco, 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. Oficina Medica Dr. Polanco, Csp Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oficina Medica Dr. Polanco, Csp Retirement Plan reported net income rose from -$25K in the plan year 2022 filing to $34K in the plan year 2023 filing.
  • Oficina Medica Dr. Polanco, Csp Retirement Plan end-of-year assets rose from $312K in the plan year 2022 filing to $346K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660549673 · Oficina Medica Dr. Polanco, Csp PY 2023 · Money Purchase

Oficina Medica Dr. Polanco, Csp Retirement Plan · $346K · 4 · 15th

  • EBSA $346K
  • EBSA 4
  • EBSA 15th
  • EBSA Money Purchase
  • EBSA near Atlantic Sales Inc Profit Sharing and Money Purchase Plan
  • EBSA ind #1856

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 →

Oficina Medica Dr. Polanco, Csp Retirement Plan in the asset neighbourhood

Oficina Medica Dr. Polanco, Csp Retirement PlanOficina Medica Dr. Polanco, …$346KAtlantic Sales Inc Profit Sharing and Money Purchase PlanAtlantic Sales Inc Profit Sh…$346KHemisphers Money Purchase PlanHemisphers Money Purchase Pl…$347KGardner & Associates Simplified Profit Sharing PlanGardner & Associates Simplif…$344KMayday Communications Inc Money Purchase Pension PlanMayday Communications Inc Mo…$343K
End-of-year total assets ($M) among Oficina Medica Dr. Polanco, Csp Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Oficina Medica Dr. Polanco, Csp multi-year asset trail

Sponsor-wide plan assets over time

All Oficina Medica Dr. Polanco, Csp plans reported in each filing year

Latest sponsor-wide plan assets
$395K 26.575644738656738% vs 2022
2024 filing year
$0.3M$0.35M$0.4M 202220232024 $0.31M $0.39M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 4 $312K
2023 1 4 $346K
2024 1 4 $395K

Oficina Medica Dr. Polanco, Csp filing trail (2023)

Total Assets (Beginning of Year)$312K
Net Assets (End of Year)$346K
Net Income$34K
Employer EIN660549673
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Oficina Medica Dr. Polanco, Csp Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Oficina Medica Dr. Polanco, Csp Retirement Plan, Total assets ($M): 0.345965 · Participants: 4Oficina Medica Dr. Polanco, 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
Oficina Medica Dr. Polanco, Csp Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Oficina Medica Dr. Polanco, Csp Retirement Plan side-by-side with 3 peers →

Oficina Medica Dr. Polanco, Csp Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Atlantic Sales Inc Profit Sharing and Money Purchase Plan in VA ($346K); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Oficina Medica Dr. Polanco, Csp Retirement Plan assets move in 2023? ▼
Oficina Medica Dr. Polanco, Csp Retirement Plan grew at a solid clip - up 11.0% during 2023, from $312K to $346K. Reported net income was $34K.
How have Oficina Medica Dr. Polanco, Csp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oficina Medica Dr. Polanco, Csp's sponsor-wide assets grew 26.6%, from $312K to $395K.
Where does Oficina Medica Dr. Polanco, Csp Retirement Plan rank by assets among Form 5500 filers? ▼
Oficina Medica Dr. Polanco, Csp Retirement Plan ranks in the 15th 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 Oficina Medica Dr. Polanco, Csp Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Atlantic Sales Inc Profit Sharing and Money Purchase Plan in VA ($346K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Oficina Medica Dr. Polanco, Csp Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K 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 660549673.

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.