Profit Sharing · DOL Form 5500 · 2023

Corp De Serv Medico Primario Y Prev De Hatillo Sav & Ret Plan Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
269
Participants Below avg headcount
33rd
Percentile by assets National rank
$8,866
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan · Sponsored by Corp De Serv Medico Primario Y Prev De Hatillo Sav & Ret Plan · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 269 participants

Corp De Serv Medico Primario Y Prev De Hatillo Sav & Ret Plan's Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan reported $2M in total assets and 269 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,692 in Healthcare & Social Assistance (17,684 peers)

Coverage in Puerto Rico

Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan covers 269 participants in Puerto Rico, 3.0x the typical Puerto Rico plan (state average ~89 per filing). Assets: $2M.

#5,692
in Healthcare & Social Assistance (17,684 peers)
+35.6%
assets growth YoY

Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan among the smaller filed plans by assets

Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan vs every filed plan by assets

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

$2,385,017 33rd percentile higher than 33% 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

Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret 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. Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan reported net income rose from $148K in the plan year 2022 filing to $626K in the plan year 2023 filing.
  • Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan reported participants fell from 305 in the plan year 2022 filing to 269 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660427194 · Corp De Serv Medico Primario Y Prev De Hatillo Sav & Ret Plan PY 2023 · Profit Sharing

Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan · $2M · 269 · 33rd

  • BOY $2M
  • BOY 269
  • BOY 33rd
  • BOY Profit Sharing
  • BOY near Kevin O'brien, M.D. Profit Sharing Plan
  • BOY ind #5692

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 →

Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan in the asset neighbourhood

Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret PlanCorp De Servicios Medico Pri…$2MLyle C. Cavin, Jr. Profit Sharing PlanLyle C. Cavin, Jr. Profit Sh…$2MKevin O'brien, M.D. Profit Sharing PlanKevin O'brien, M.D. Profit S…$2MKleinman, Guerra & Co P.C. Profit Sharing PlanKleinman, Guerra & Co P.C. P…$2MWillamette Family, Inc. 403b Retirement PlanWillamette Family, Inc. 403b…$2M
End-of-year total assets ($M) among Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$626K
Employer EIN660427194
Plan Effective Date2017-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corp De Serv Medico Primario Y Prev De Hatillo Sav & Ret Plan)

Sponsor-wide plan assets over time

All Corp De Serv Medico Primario Y Prev De Hatillo Sav & Ret Plan plans reported in each filing year

Latest sponsor-wide plan assets
$3M 73.63325024939392% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.76M $3.05M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 305 $2M
2023 1 269 $2M
2024 1 209 $3M

Nearby Profit Sharing Plans in Puerto Rico

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

Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan, Total assets ($M): 2.385017 · Participants: 269Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret 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
Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Kevin O'brien, M.D. Profit Sharing Plan in AL ($2M); by covered participants it is Carriage House Investments Company Employees' Profit Sharing Plan in UT (268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan assets move in 2023?
Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan surged - up 35.6% during 2023, from $2M to $2M. Reported net income was $626K.
How have Corp De Serv Medico Primario Y Prev De Hatillo Sav & Ret Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Corp De Serv Medico Primario Y Prev De Hatillo Sav & Ret Plan's sponsor-wide assets grew 73.6%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan?
Among Profit Sharing plans in other states, the closest by assets is Kevin O'brien, M.D. Profit Sharing Plan in AL ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Carriage House Investments Company Employees' Profit Sharing Plan in UT (268 participants, $53M in assets).