Profit Sharing · DOL Form 5500 · 2023
Isabela Dental Clinic, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $209K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $52,229
- Avg per participant Low balance/head
Official DOL plan name: Isabela Dental Clinic, Inc. Retirement Plan Trust · Sponsored by Isabela Dental Clinic, Inc. · Puerto Rico · Healthcare & Social Assistance
$209K in assets, 4 participants
Isabela Dental Clinic, Inc.'s Isabela Dental Clinic, Inc. Retirement Plan Trust reported $209K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.
- #1,358 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Isabela Dental Clinic, Inc. Retirement Plan Trust holds $209K for 4 participants - about $52,229 per participant, among the smaller plans by assets on file.
- #1,358
- in Healthcare & Social Assistance (17,684 peers)
- +0.0%
- assets growth YoY
Isabela Dental Clinic, Inc. Retirement Plan Trust among the smaller filed plans by assets
Isabela Dental Clinic, Inc. Retirement Plan Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$208,916 11th percentile higher than 11% 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
Isabela Dental Clinic, Inc. Retirement Plan Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Isabela Dental Clinic, Inc. Retirement Plan Trust is a micro filing (4 participants), the leftmost band.
DOL schedule card
Filing strip 660688761 · Isabela Dental Clinic, Inc. PY 2023 · Profit Sharing
Isabela Dental Clinic, Inc. Retirement Plan Trust · $209K · 4 · 11th
- PART $209K
- TYPE 4
- NET 11th
- BOOK Profit Sharing
- VS-ST near Westplex Services, Inc. Retirement Plan
- BOY ind #1358
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 →
Isabela Dental Clinic, Inc. Retirement Plan Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $209K |
|---|---|
| Net Assets (End of Year) | $190K |
| Employer EIN | 660688761 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Isabela Dental Clinic, Inc.)
Sponsor-wide plan assets over time
All Isabela Dental Clinic, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $217K 3.759405694154588% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $209K |
| 2023 | 1 | 4 | $209K |
| 2024 | 1 | 4 | $217K |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Isabela Dental Clinic, Inc. Retirement Plan Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Westplex Services, Inc. Retirement Plan in MO ($209K); 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 ($209K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
- Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
- Nomax Inc. Retirement Plan (LA) 4 · 0 off
- Unit Design Inc Ps (LA) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.