Profit Sharing · DOL Form 5500 · 2023

Clinical Medical Services Profit Sharing Plan

Data updated 2026-08-25

$605K
Total assets Small plan by assets
587
Participants Below avg headcount
19th
Percentile by assets National rank
$1,030
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Clinical Medical Services Savings Plan · Sponsored by Clinical Medical Services · Puerto Rico · Healthcare & Social Assistance

$605K in assets, 587 participants

Clinical Medical Services's Clinical Medical Services Savings Plan reported $605K in total assets and 587 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.

  • #2,615 in Healthcare & Social Assistance (17,684 peers)

Coverage in Puerto Rico

Clinical Medical Services Savings Plan covers 587 participants in Puerto Rico, 6.6x the typical Puerto Rico plan (state average ~89 per filing). Assets: $605K.

#2,615
in Healthcare & Social Assistance (17,684 peers)
+75.1%
assets growth YoY

Clinical Medical Services Savings Plan among the smaller filed plans by assets

Clinical Medical Services Savings Plan vs every filed plan by assets

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

$604,665 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

Clinical Medical Services Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clinical Medical Services Savings Plan sits mid-pack in the medium band (587 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clinical Medical Services Savings Plan reported net income rose from $128K in the plan year 2022 filing to $256K in the plan year 2023 filing.
  • Clinical Medical Services Savings Plan end-of-year assets rose from $345K in the plan year 2022 filing to $605K in the plan year 2023 filing.
  • Clinical Medical Services Savings Plan reported participants rose from 575 in the plan year 2022 filing to 587 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 650396476 · Clinical Medical Services PY 2023 · Profit Sharing

Clinical Medical Services Savings Plan · $605K · 587 · 19th

  • TYPE $605K
  • TYPE 587
  • TYPE 19th
  • TYPE Profit Sharing
  • TYPE near Lone Star-Mdh Asset Management Inc. Retirement Plan
  • TYPE ind #2615

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 →

Clinical Medical Services Savings Plan in the asset neighbourhood

Lone Star-Mdh Asset Management Inc. Retirement PlanLone Star-Mdh Asset Manageme…$605KGold Ridge Enterprises, Inc. Retirement PlanGold Ridge Enterprises, Inc.…$605KDeblankson Enterprises Inc. Retirement PlanDeblankson Enterprises Inc. …$605KClinical Medical Services Savings PlanClinical Medical Services Sa…$605KDsl Financial Corporation Profit Sharing PlanDsl Financial Corporation Pr…$604K
End-of-year total assets ($M) among Clinical Medical Services Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$345K
Net Assets (End of Year)$601K
Net Income$256K
Employer EIN650396476
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clinical Medical Services)

Sponsor-wide plan assets over time

All Clinical Medical Services plans reported in each filing year

Latest sponsor-wide plan assets
$873K 152.90834576339913% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.35M $0.87M ▲ +148.6%
Year Plans Participants Total Assets
2022 1 575 $345K
2023 1 587 $605K
2024 1 622 $873K

Nearby Profit Sharing Plans in Puerto Rico

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

Clinical Medical Services Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants Clinical Medical Services Savings Plan, Total assets ($M): 0.604665 · Participants: 587Clinical Medical Services Savings 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
Clinical Medical Services Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Clinical Medical Services Savings Plan side-by-side with 3 peers →

Clinical Medical Services Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Lone Star-Mdh Asset Management Inc. Retirement Plan in TX ($605K); by covered participants it is Black Diamond Networks 401(k) Savings Plan in MA (587 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (587 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 Clinical Medical Services Savings Plan assets move in 2023? ▼
Clinical Medical Services Savings Plan surged - up 75.1% during 2023, from $345K to $605K. Reported net income was $256K.
How have Clinical Medical Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clinical Medical Services's sponsor-wide assets grew 152.9%, from $345K to $873K.
Where does Clinical Medical Services Savings Plan rank by assets among Form 5500 filers? ▼
Clinical Medical Services Savings Plan 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 Profit Sharing plans are similar in size to Clinical Medical Services Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lone Star-Mdh Asset Management Inc. Retirement Plan in TX ($605K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Clinical Medical Services Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Black Diamond Networks 401(k) Savings Plan in MA (587 participants, $15M 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 650396476.

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.