Money Purchase · DOL Form 5500 · 2023

Dra. Rosa I. Roman Carlo, Csp. Money Purchase Plan

Data updated 2026-08-25

$537K
Total assets Small plan by assets
6
Participants Small participant base
19th
Percentile by assets National rank
$89,453
Avg per participant Below avg balance/head
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Official DOL plan name: Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 · Sponsored by Dra. Rosa I. Roman Carlo, Csp. · Puerto Rico · Healthcare & Social Assistance

$537K in assets, 6 participants

Dra. Rosa I. Roman Carlo, Csp.'s Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 reported $537K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,447 in Healthcare & Social Assistance (17,684 peers)

Dra. Rosa I. Roman Carlo, Csp. multi-year trail

Dra. Rosa I. Roman Carlo, Csp.'s plans moved +26.8% in assets from 2022 to 2024; this filing shows Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 at $537K / 6 participants.

#2,447
in Healthcare & Social Assistance (17,684 peers)
+12.3%
assets growth YoY

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 among the smaller filed plans by assets

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 vs every filed plan by assets

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

$536,717 19th percentile higher than 19% 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

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 reported net income rose from -$69K in the plan year 2022 filing to $41K in the plan year 2023 filing.
  • Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 end-of-year assets rose from $478K in the plan year 2022 filing to $537K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660538760 · Dra. Rosa I. Roman Carlo, Csp. PY 2023 · Money Purchase

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 · $537K · 6 · 19th

  • SCH $537K
  • EBSA 6
  • PART 19th
  • TYPE Money Purchase
  • NET near Kidpower Money Purchase Pension Plan
  • BOOK ind #2447

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 →

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 in the asset neighbourhood

Mlpfs Cust Fpo Moe Vokshoor Dds BasicMlpfs Cust Fpo Moe Vokshoor …$546KDra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210Dra. Rosa I. Roman Carlo, Cs…$537KKidpower Money Purchase Pension PlanKidpower Money Purchase Pens…$539KLeroy Package Store, Inc Pension PlanLeroy Package Store, Inc Pen…$544KService Employees International Union SEIU 252Service Employees Internatio…$544K
End-of-year total assets ($M) among Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Dra. Rosa I. Roman Carlo, Csp. multi-year asset trail

Sponsor-wide plan assets over time

All Dra. Rosa I. Roman Carlo, Csp. plans reported in each filing year

Latest sponsor-wide plan assets
$606K 26.779714944184068% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.48M $0.61M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 6 $478K
2023 1 6 $537K
2024 1 6 $606K

Dra. Rosa I. Roman Carlo, Csp. filing trail (2023)

Total Assets (Beginning of Year)$478K
Net Assets (End of Year)$489K
Net Income$41K
Employer EIN660538760
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210, Total assets ($M): 0.536717 · Participants: 6Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210Colegio 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
Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 side-by-side with 3 peers →

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Kidpower Money Purchase Pension Plan in CA ($539K); by covered participants it is Vaughn, Coast & Vaughn, Inc,. Pension Plan in OH (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($537K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 assets move in 2023? ▼
Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 grew at a solid clip - up 12.3% during 2023, from $478K to $537K. Reported net income was $41K.
How have Dra. Rosa I. Roman Carlo, Csp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dra. Rosa I. Roman Carlo, Csp.'s sponsor-wide assets grew 26.8%, from $478K to $606K.
Where does Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 rank by assets among Form 5500 filers? ▼
Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 ranks in the 19th 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 Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210? ▼
Among Money Purchase plans in other states, the closest by assets is Kidpower Money Purchase Pension Plan in CA ($539K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210? ▼
Among Money Purchase plans in other states, the closest by covered participants is Vaughn, Coast & Vaughn, Inc,. Pension Plan in OH (6 participants, $1M 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 660538760.

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.