Profit Sharing · DOL Form 5500 · 2023
Asoc Medicos Selectos De La Montana, Inc Profit Sharing Plan
Data updated 2026-08-25
- $769K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $109,848
- Avg per participant Below avg balance/head
Official DOL plan name: Asociacion Medicos Selectos De La Montana, Inc. Retirement Plan · Sponsored by Asoc Medicos Selectos De La Montana, Inc · Rhode Island · Healthcare & Social Assistance
$769K in assets, 7 participants
Asoc Medicos Selectos De La Montana, Inc's Asociacion Medicos Selectos De La Montana, Inc. Retirement Plan reported $769K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #2,991 in Healthcare & Social Assistance (17,684 peers)
Asoc Medicos Selectos De La Montana, Inc multi-year trail
Asoc Medicos Selectos De La Montana, Inc's plans moved -17.2% in assets from 2022 to 2024; this filing shows Asociacion Medicos Selectos De La Montana, Inc. Retirement Plan at $769K / 7 participants.
- #2,991
- in Healthcare & Social Assistance (17,684 peers)
- +39.5%
- assets growth YoY
Asociacion Medicos Selectos De La Montana, Inc. Retirement Plan among the smaller filed plans by assets
Asociacion Medicos Selectos De La Montana, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$768,934 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Asociacion Medicos Selectos De La Montana, Inc. 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. Asociacion Medicos Selectos De La Montana, Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Asociacion Medicos Selectos De La Montana, Inc. Retirement Plan reported net income rose from -$74K in the plan year 2022 filing to $218K in the plan year 2023 filing.
- Asociacion Medicos Selectos De La Montana, Inc. Retirement Plan end-of-year assets rose from $551K in the plan year 2022 filing to $769K in the plan year 2023 filing.
- Asociacion Medicos Selectos De La Montana, Inc. Retirement Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.
DOL schedule card
Filing strip 660659388 · Asoc Medicos Selectos De La Montana, Inc PY 2023 · Profit Sharing
Asociacion Medicos Selectos De La Montana, Inc. Retirement Plan · $769K · 7 · 21st
- BOOK $769K
- VS-ST 7
- BOY 21st
- SCH Profit Sharing
- EBSA near Santa Fe Trail Senior Services Inc
- PART ind #2991
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 Rhode Island →
Asociacion Medicos Selectos De La Montana, Inc. Retirement Plan in the asset neighbourhood
Asoc Medicos Selectos De La Montana, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Asoc Medicos Selectos De La Montana, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $457K 17.176669024430055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $551K |
| 2023 | 1 | 7 | $769K |
| 2024 | 1 | 7 | $457K |
Asoc Medicos Selectos De La Montana, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $551K |
|---|---|
| Net Assets (End of Year) | $769K |
| Net Income | $218K |
| Employer EIN | 660659388 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Rhode Island
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Care New England 403(b) Match & Savings Plan $516M · 7,471
- Textron Retirement Account Plan Trust $332M · 10,046
- Brown Physicians, Inc. 401(a) Plan $281M · 1,274
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan $179M · 694
- Iuoe Local 57 Annuity Plan $132M · 938
Asociacion Medicos Selectos De La Montana, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Rhode Island, the nearest Profit Sharing by assets is Santa Fe Trail Senior Services Inc in CO ($769K); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($769K here).
- Santa Fe Trail Senior Services Inc (CO) $769K · 7
- Hop Vine, Inc. Retirement Plan (FL) $769K · 26
- County Tire, Inc. 401(k) Plan (VT) $769K · 16
- Essential Insurance Management, Inc. Retirement Plan (TX) $768K · 9
Similar participant headcount
Nearest other-state filings by covered participants (7 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.