Profit Sharing · DOL Form 5500 · 2023

Luis T. Menendez, M.D., P.a. Profit Sharing Plan

Data updated 2026-08-25

$485K
Total assets Small plan by assets
4
Participants Small participant base
18th
Percentile by assets National rank
$121,243
Avg per participant Near avg balance/head
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Official DOL plan name: Luis T. Menendez, M. D. , P. a. Profit Sharing Plan · Sponsored by Luis T. Menendez, M.D., P.a. · Florida · Healthcare & Social Assistance

$485K in assets, 4 participants

Luis T. Menendez, M.D., P.a.'s Luis T. Menendez, M. D. , P. a. Profit Sharing Plan reported $485K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,283 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Luis T. Menendez, M. D. , P. a. Profit Sharing Plan holds $485K for 4 participants - about $121,243 per participant, among the smaller plans by assets on file.

#2,283
in Healthcare & Social Assistance (17,684 peers)
-1.9%
assets change YoY

The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Luis T. Menendez, M. D. , P. a. Profit Sharing Plan among the smaller filed plans by assets

Luis T. Menendez, M. D. , P. a. Profit Sharing Plan vs every filed plan by assets

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

$484,973 18th percentile higher than 18% 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

Luis T. Menendez, M. D. , P. a. Profit Sharing 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. Luis T. Menendez, M. D. , P. a. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Luis T. Menendez, M. D. , P. a. Profit Sharing Plan reported net income rose from -$32K in the plan year 2022 filing to -$9K in the plan year 2023 filing.
  • Luis T. Menendez, M. D. , P. a. Profit Sharing Plan end-of-year assets fell from $494K in the plan year 2022 filing to $485K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 592020370 · Luis T. Menendez, M.D., P.a. PY 2023 · Profit Sharing

Luis T. Menendez, M. D. , P. a. Profit Sharing Plan · $485K · 4 · 18th

  • EOY $485K
  • 5500 4
  • ASSETS 18th
  • PCT Profit Sharing
  • EIN near F.H. Medical Services, Inc. Retirement Plan
  • RANK ind #2283

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 Florida →

Luis T. Menendez, M. D. , P. a. Profit Sharing Plan in the asset neighbourhood

F.H. Medical Services, Inc. Retirement PlanF.H. Medical Services, Inc. …$485KSinus Center - Idaho PA Psp$485KPaul Haggis, Inc. Profit Sharing PlanPaul Haggis, Inc. Profit Sha…$485KLuis T. Menendez, M. D. , P. a. Profit Sharing PlanLuis T. Menendez, M. D. , P.…$485KDavid Bricker Age Weighted Profit Sharing PlanDavid Bricker Age Weighted P…$485K
End-of-year total assets ($M) among Luis T. Menendez, M. D. , P. a. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$494K
Net Assets (End of Year)$485K
Net Income-$9K
Employer EIN592020370
Plan Effective Date1980-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Luis T. Menendez, M.D., P.a.)

Sponsor-wide plan assets over time

All Luis T. Menendez, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$541K 9.42502093370387% vs 2022
2024 filing year
$0.46M$0.48M$0.5M$0.52M$0.54M$0.56M 202220232024 $0.49M $0.54M ▲ +10.2%
Year Plans Participants Total Assets
2022 1 4 $494K
2023 1 4 $485K
2024 1 4 $541K

Nearby Profit Sharing Plans in Florida

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

Luis T. Menendez, M. D. , P. a. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Luis T. Menendez, M. D. , P. a. Profit Sharing Plan, Total assets ($B): 0.000484973 · Participants: 4Luis T. Menendez, M. D. , P. a. Profit Sharing PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Luis T. Menendez, M. D. , P. a. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Luis T. Menendez, M. D. , P. a. Profit Sharing Plan side-by-side with 3 peers →

Luis T. Menendez, M. D. , P. a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is F.H. Medical Services, Inc. Retirement Plan in CO ($485K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($485K here).

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 Luis T. Menendez, M. D. , P. a. Profit Sharing Plan assets move in 2023? ▼
Luis T. Menendez, M. D. , P. a. Profit Sharing Plan edged down modestly - down 1.9% during 2023, from $494K to $485K. Reported net income was -$9K.
How have Luis T. Menendez, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luis T. Menendez, M.D., P.a.'s sponsor-wide assets grew 9.4%, from $494K to $541K.
Where does Luis T. Menendez, M. D. , P. a. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Luis T. Menendez, M. D. , P. a. Profit Sharing Plan ranks in the 18th 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 Profit Sharing plans are similar in size to Luis T. Menendez, M. D. , P. a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is F.H. Medical Services, Inc. Retirement Plan in CO ($485K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Luis T. Menendez, M. D. , P. a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 592020370.

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.