401(k)
2023 plan-year 401(k) DOL Form 5500

Clinical Medical Services Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Clinical Medical Services ยท Puerto Rico ยท Healthcare & Social Assistance

What the 2023 filing shows

Clinical Medical Services Savings Plan holds $605K for 587 participants - about $1,030 per participant, up 75.1% over the 2023 plan year.

$605K
total plan assets (2023 EOY)
587
covered participants
$1,030
avg assets per participant
+75.1%
assets growth YoY
Total Assets (2023)
$605K
Participants
587
State
Industry
Healthcare & Social Assistance

What the Filing Says About Clinical Medical Services Savings Plan

Clinical Medical Services Savings Plan is a 401(k) retirement plan sponsored by Clinical Medical Services, headquartered in Puerto Rico. As of the 2023 Form 5500 filing, the plan reports $605K in total end-of-year assets and covers 587 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 650396476, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $345K at the beginning of 2023 to $605K at year-end โ€” a gain of 75.1%. Net assets (after liabilities) closed the year at $601K, with reported net income of $256K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$345K
Total Assets (End of Year)$605K
Net Assets (End of Year)$601K
Net Income$256K
Plan Type401(k)
Employer EIN650396476
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clinical Medical Services)

Year Plans Participants Total Assets
2022 1 575 $345K
2023 1 587 $605K
2024 1 622 $873K

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Clinical Medical Services Savings Plan?
As of the 2023 Form 5500 filing, Clinical Medical Services Savings Plan holds $605K in total assets with 587 participants. It is sponsored by Clinical Medical Services.
What type of plan is Clinical Medical Services Savings Plan?
Clinical Medical Services Savings Plan is a 401(k) plan. It has been effective since 2020-01-01. The plan is filed with the U.S. Department of Labor under EIN 650396476.
Who sponsors the Clinical Medical Services Savings Plan?
Clinical Medical Services Savings Plan is sponsored by Clinical Medical Services, located in Puerto Rico. The sponsor's EIN is 650396476 and the plan operates in the Healthcare & Social Assistance industry.
How did Clinical Medical Services Savings Plan perform in 2023?
Clinical Medical Services Savings Plan grew by 75.1% during 2023, moving from $345K to $605K in total assets. Net income was $256K.
Where can I find official filings for Clinical Medical Services Savings Plan?
Official Form 5500 filings for Clinical Medical Services Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 650396476 or plan name at efast.dol.gov.
How does Clinical Medical Services Savings Plan compare to other plans?
You can compare Clinical Medical Services Savings Plan against other 401(k) plans on the plan type page, or view plans in Puerto Rico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 650396476.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.