Profit Sharing · DOL Form 5500 · 2023

Dra. Iris Acevedo Marty Psc Profit Sharing Plan

Data updated 2026-08-25

$786K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$262,055
Avg per participant Above avg balance/head
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Official DOL plan name: Dra. Iris Acevedo Marty Psc Retirement Plan · Sponsored by Dra. Iris Acevedo Marty Psc · Puerto Rico · Healthcare & Social Assistance

$786K in assets, 3 participants

Dra. Iris Acevedo Marty Psc's Dra. Iris Acevedo Marty Psc Retirement Plan reported $786K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,027 in Healthcare & Social Assistance (17,684 peers)

Dra. Iris Acevedo Marty Psc multi-year trail

Dra. Iris Acevedo Marty Psc's plans moved +20.7% in assets from 2022 to 2024; this filing shows Dra. Iris Acevedo Marty Psc Retirement Plan at $786K / 3 participants.

#3,027
in Healthcare & Social Assistance (17,684 peers)
+11.5%
assets growth YoY

Dra. Iris Acevedo Marty Psc Retirement Plan among the smaller filed plans by assets

Dra. Iris Acevedo Marty Psc Retirement Plan vs every filed plan by assets

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

$786,164 22nd percentile higher than 22% 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. Iris Acevedo Marty Psc 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. Dra. Iris Acevedo Marty Psc Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dra. Iris Acevedo Marty Psc Retirement Plan reported net income rose from $15K in the plan year 2022 filing to $83K in the plan year 2023 filing.
  • Dra. Iris Acevedo Marty Psc Retirement Plan end-of-year assets rose from $705K in the plan year 2022 filing to $786K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660690701 · Dra. Iris Acevedo Marty Psc PY 2023 · Profit Sharing

Dra. Iris Acevedo Marty Psc Retirement Plan · $786K · 3 · 22nd

  • SCH $786K
  • SCH 3
  • SCH 22nd
  • SCH Profit Sharing
  • SCH near Ralph a. Paolone, Esq. Profit Sharing Plan
  • SCH ind #3027

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. Iris Acevedo Marty Psc Retirement Plan in the asset neighbourhood

Dra. Iris Acevedo Marty Psc Retirement PlanDra. Iris Acevedo Marty Psc …$786KRalph a. Paolone, Esq. Profit Sharing PlanRalph a. Paolone, Esq. Profi…$786KTkcr & Associates, Inc. Retirement PlanTkcr & Associates, Inc. Reti…$786KMangia Tutti, Inc. Profit Sharing PlanMangia Tutti, Inc. Profit Sh…$786KWilliam L Ingram V Dmd Keogh PlanWilliam L Ingram V Dmd Keogh…$785K
End-of-year total assets ($M) among Dra. Iris Acevedo Marty Psc Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Dra. Iris Acevedo Marty Psc multi-year asset trail

Sponsor-wide plan assets over time

All Dra. Iris Acevedo Marty Psc plans reported in each filing year

Latest sponsor-wide plan assets
$851K 20.733155596923332% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M$0.9M 202220232024 $0.7M $0.85M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 3 $705K
2023 1 3 $786K
2024 1 3 $851K

Dra. Iris Acevedo Marty Psc filing trail (2023)

Total Assets (Beginning of Year)$705K
Net Assets (End of Year)$786K
Net Income$83K
Employer EIN660690701
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Dra. Iris Acevedo Marty Psc Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Dra. Iris Acevedo Marty Psc Retirement Plan, Total assets ($M): 0.786164 · Participants: 3Dra. Iris Acevedo Marty Psc Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Dra. Iris Acevedo Marty Psc Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Dra. Iris Acevedo Marty Psc Retirement Plan side-by-side with 3 peers →

Dra. Iris Acevedo Marty Psc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Ralph a. Paolone, Esq. Profit Sharing Plan in NJ ($786K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($786K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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. Iris Acevedo Marty Psc Retirement Plan assets move in 2023? ▼
Dra. Iris Acevedo Marty Psc Retirement Plan grew at a solid clip - up 11.5% during 2023, from $705K to $786K. Reported net income was $83K.
How have Dra. Iris Acevedo Marty Psc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dra. Iris Acevedo Marty Psc's sponsor-wide assets grew 20.7%, from $705K to $851K.
Where does Dra. Iris Acevedo Marty Psc Retirement Plan rank by assets among Form 5500 filers? ▼
Dra. Iris Acevedo Marty Psc Retirement Plan ranks in the 22nd 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 Dra. Iris Acevedo Marty Psc Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ralph a. Paolone, Esq. Profit Sharing Plan in NJ ($786K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Dra. Iris Acevedo Marty Psc Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 660690701.

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.