Profit Sharing · DOL Form 5500 · 2023

First Medical Health Plan, Inc Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
758
Participants Near avg headcount
68th
Percentile by assets National rank
$20,957
Avg per participant Low balance/head
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Official DOL plan name: First Medical Health Retirement Savings Plan · Sponsored by First Medical Health Plan, Inc · Puerto Rico · Finance & Insurance

$16M in assets, 758 participants

First Medical Health Plan, Inc's First Medical Health Retirement Savings Plan reported $16M in total assets and 758 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,767 in Finance & Insurance (8,869 peers)

Coverage in Puerto Rico

First Medical Health Retirement Savings Plan covers 758 participants in Puerto Rico, 8.5x the typical Puerto Rico plan (state average ~89 per filing). Assets: $16M.

#4,767
in Finance & Insurance (8,869 peers)
+28.0%
assets growth YoY

First Medical Health Retirement Savings Plan's outsized position by total assets

First Medical Health Retirement Savings Plan vs every filed plan by assets

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

$15,885,564 Top 32% higher than 68% 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

First Medical Health Retirement 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. First Medical Health Retirement Savings Plan sits mid-pack in the medium band (758 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Medical Health Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • First Medical Health Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • First Medical Health Retirement Savings Plan reported participants fell from 810 in the plan year 2022 filing to 758 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660537624 · First Medical Health Plan, Inc PY 2023 · Profit Sharing

First Medical Health Retirement Savings Plan · $16M · 758 · 68th

  • EIN $16M
  • RANK 758
  • PHOTO 68th
  • IND Profit Sharing
  • EOY near Jeld-Wen, Inc. Ksop
  • 5500 ind #4767

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

First Medical Health Retirement Savings Plan in the asset neighbourhood

Martin Friedman, C.P.a., P.C. Profit Sharing PlanMartin Friedman, C.P.a., P.C…$16MFirst Medical Health Retirement Savings PlanFirst Medical Health Retirem…$16MJeld-Wen, Inc. Ksop$16MInternational Property Services Corp. Profit Sharing PlanInternational Property Servi…$16MSiu Pharmacies, Inc. Profit Sharing Plan and TrustSiu Pharmacies, Inc. Profit …$16M
End-of-year total assets ($M) among First Medical Health Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN660537624
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Medical Health Plan, Inc)

Sponsor-wide plan assets over time

All First Medical Health Plan, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$20M 58.43447642526438% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.4M $19.7M ▲ +58.5%
Year Plans Participants Total Assets
2022 1 810 $12M
2023 1 758 $16M
2024 1 775 $20M

Nearby Profit Sharing Plans in Puerto Rico

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

First Medical Health Retirement Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants First Medical Health Retirement Savings Plan, Total assets ($M): 15.885564 · Participants: 758First Medical Health Retirement 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
First Medical Health Retirement Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare First Medical Health Retirement Savings Plan side-by-side with 3 peers →

First Medical Health Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Jeld-Wen, Inc. Ksop in NC ($16M); by covered participants it is Colorado Laborers and Professional Service Employees Pension Fund in CO (759 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (758 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 First Medical Health Retirement Savings Plan assets move in 2023? ▼
First Medical Health Retirement Savings Plan grew sharply - up 28.0% during 2023, from $12M to $16M. Reported net income was $3M.
How have First Medical Health Plan, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Medical Health Plan, Inc's sponsor-wide assets grew 58.4%, from $12M to $20M.
Which Profit Sharing plans are similar in size to First Medical Health Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jeld-Wen, Inc. Ksop in NC ($16M, 1,425 participants).
Which Profit Sharing plans cover a similar participant headcount to First Medical Health Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Colorado Laborers and Professional Service Employees Pension Fund in CO (759 participants, $7M 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 660537624.

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.