Profit Sharing · DOL Form 5500 · 2023

Francisco J. Rodriguez, Md PA Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
N/A
Participants Small participant base
29th
Percentile by assets National rank
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Official DOL plan name: Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan · Sponsored by Francisco J. Rodriguez, Md PA · Texas · Healthcare & Social Assistance

$2M in assets, N/A participants

Francisco J. Rodriguez, Md PA's Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan reported $2M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,739 in Healthcare & Social Assistance (17,684 peers)

Francisco J. Rodriguez, Md PA multi-year trail

Francisco J. Rodriguez, Md PA's plans moved -52.9% in assets from 2022 to 2023; this filing shows Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan at $2M / N/A participants.

#4,739
in Healthcare & Social Assistance (17,684 peers)
-13.5%
assets change YoY

The plan reported a net loss of $271K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan among the smaller filed plans by assets

Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan vs every filed plan by assets

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

$1,740,951 29th percentile higher than 29% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan reported net income fell from -$112K in the plan year 2022 filing to -$271K in the plan year 2023 filing.
  • Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741765322 · Francisco J. Rodriguez, Md PA PY 2023 · Profit Sharing

Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan · $2M · N/A · 29th

  • TYPE $2M
  • NET N/A
  • BOOK 29th
  • VS-ST Profit Sharing
  • BOY near Walton Properties Profit Sharing Plan & Trust
  • SCH ind #4739

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 Texas →

Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan in the asset neighbourhood

Francisco J. Rodriguez, Md PA Employee Profit Sharing PlanFrancisco J. Rodriguez, Md P…$2MWalton Properties Profit Sharing Plan & TrustWalton Properties Profit Sha…$2MMad Spa Management, Inc. Profit Sharing PlanMad Spa Management, Inc. Pro…$2MTami Meyerson Profit Sharing PlanTami Meyerson Profit Sharing…$2MS. Marshall Cushman Md Sc Profit Sharing PlanS. Marshall Cushman Md Sc Pr…$2M
End-of-year total assets ($M) among Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Francisco J. Rodriguez, Md PA multi-year asset trail

Sponsor-wide plan assets over time

All Francisco J. Rodriguez, Md PA plans reported in each filing year

Latest sponsor-wide plan assets
$2M 52.93874836794771% vs 2022
2023 filing year
$1M$2M$3M$4M 20222023 $3.7M $1.74M ▼ -53.0%
Year Plans Participants Total Assets
2022 2 N/A $4M
2023 1 N/A $2M

Francisco J. Rodriguez, Md PA filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$271K
Employer EIN741765322
Plan Effective Date1973-09-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan, Total assets ($B): 0.001740951 · Participants: 0Francisco J. Rodriguez, Md PA Employee Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan side-by-side with 3 peers →

Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets

Outside Texas, the nearest Profit Sharing by end-of-year assets is Walton Properties Profit Sharing Plan & Trust in FL at $2M (this filing: $2M).

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 Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan assets move in 2023? ▼
Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan pulled back noticeably - down 13.5% during 2023, from $2M to $2M. Reported net income was -$271K.
How have Francisco J. Rodriguez, Md PA plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Francisco J. Rodriguez, Md PA's sponsor-wide assets declined 52.9%, from $4M to $2M.
Which Profit Sharing plans are similar in size to Francisco J. Rodriguez, Md PA Employee Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Walton Properties Profit Sharing Plan & Trust in FL ($2M, 8 participants).

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 741765322.

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.