Money Purchase · DOL Form 5500 · 2023

Cardio Services, Inc. Money Purchase Plan

Data updated 2026-08-25

$120K
Total assets Small plan by assets
7
Participants Small participant base
7th
Percentile by assets National rank
$17,080
Avg per participant Low balance/head
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Official DOL plan name: Cardio Services, Inc. Retirement Plan Series 95-1165 · Sponsored by Cardio Services, Inc. · Puerto Rico · Healthcare & Social Assistance

$120K in assets, 7 participants

Cardio Services, Inc.'s Cardio Services, Inc. Retirement Plan Series 95-1165 reported $120K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

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

Cardio Services, Inc. multi-year trail

Cardio Services, Inc.'s plans moved -30.2% in assets from 2022 to 2024; this filing shows Cardio Services, Inc. Retirement Plan Series 95-1165 at $120K / 7 participants.

#895
in Healthcare & Social Assistance (17,684 peers)
-15.1%
assets change YoY

The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cardio Services, Inc. Retirement Plan Series 95-1165 among the smaller filed plans by assets

Cardio Services, Inc. Retirement Plan Series 95-1165 vs every filed plan by assets

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

$119,558 7th percentile higher than 7% 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

Cardio Services, Inc. Retirement Plan Series 95-1165 among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardio Services, Inc. Retirement Plan Series 95-1165 is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cardio Services, Inc. Retirement Plan Series 95-1165 reported net income fell from $5K in the plan year 2022 filing to -$21K in the plan year 2023 filing.
  • Cardio Services, Inc. Retirement Plan Series 95-1165 end-of-year assets fell from $141K in the plan year 2022 filing to $120K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660489143 · Cardio Services, Inc. PY 2023 · Money Purchase

Cardio Services, Inc. Retirement Plan Series 95-1165 · $120K · 7 · 7th

  • IND $120K
  • IND 7
  • IND 7th
  • IND Money Purchase
  • IND near Retirement Plan for Agents of Guarantee Life Insurance
  • IND ind #895

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 →

Cardio Services, Inc. Retirement Plan Series 95-1165 in the asset neighbourhood

The Ms Group Money Purchase Plan and TrustThe Ms Group Money Purchase …$127KCardio Services, Inc. Retirement Plan Series 95-1165Cardio Services, Inc. Retire…$120KRetirement Plan for Agents of Guarantee Life InsuranceRetirement Plan for Agents o…$119KDickey Supply Co Employee Retirement FundDickey Supply Co Employee Re…$123KRobnett Manufacturing Sales, Inc. 401(k)Robnett Manufacturing Sales,…$109K
End-of-year total assets ($M) among Cardio Services, Inc. Retirement Plan Series 95-1165 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Cardio Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cardio Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98K 30.16684779134437% vs 2022
2024 filing year
$0.08M$0.1M$0.12M$0.14M$0.16M 202220232024 $0.14M $0.1M ▼ -28.6%
Year Plans Participants Total Assets
2022 1 7 $141K
2023 1 7 $120K
2024 1 7 $98K

Cardio Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$141K
Net Assets (End of Year)$120K
Net Income-$21K
Employer EIN660489143
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Cardio Services, Inc. Retirement Plan Series 95-1165 vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Cardio Services, Inc. Retirement Plan Series 95-1165, Total assets ($M): 0.119558 · Participants: 7Cardio Services, Inc. Retirement Plan Series 95-1165Colegio Marista Money Purchase Thrift Plan, Total assets ($M): 6.288531 · Participants: 111Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.660467 · Participants: 25Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 4.452966 · Participants: 68Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.889718 · Participants: 308Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.80284 · Participants: 4Dr. Jose R. Cumba Retirement Plan
Cardio Services, Inc. Retirement Plan Series 95-1165 vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Cardio Services, Inc. Retirement Plan Series 95-1165 side-by-side with 3 peers →

Cardio Services, Inc. Retirement Plan Series 95-1165's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Retirement Plan for Agents of Guarantee Life Insurance in PA ($119K); by covered participants it is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants). Same-state nearby plans are listed separately above.

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 Cardio Services, Inc. Retirement Plan Series 95-1165 assets move in 2023? ▼
Cardio Services, Inc. Retirement Plan Series 95-1165 declined sharply - down 15.1% during 2023, from $141K to $120K. Reported net income was -$21K.
How have Cardio Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardio Services, Inc.'s sponsor-wide assets declined 30.2%, from $141K to $98K.
Where does Cardio Services, Inc. Retirement Plan Series 95-1165 rank by assets among Form 5500 filers? ▼
Cardio Services, Inc. Retirement Plan Series 95-1165 ranks in the 7th 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 Money Purchase plans are similar in size to Cardio Services, Inc. Retirement Plan Series 95-1165? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan for Agents of Guarantee Life Insurance in PA ($119K, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Cardio Services, Inc. Retirement Plan Series 95-1165? ▼
Among Money Purchase plans in other states, the closest by covered participants is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants, $629K 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 660489143.

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.