Profit Sharing · DOL Form 5500 · 2024

Southern Retina Consultant, Psc Profit Sharing Plan

Data updated 2026-08-25

$289K
Total assets Small plan by assets
7
Participants Small participant base
13th
Percentile by assets National rank
$41,251
Avg per participant Low balance/head
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Official DOL plan name: Southern Retina Consultant, Psc Retirement Plan · Sponsored by Southern Retina Consultant, Psc · Puerto Rico · Healthcare & Social Assistance

$289K in assets, 7 participants

Southern Retina Consultant, Psc's Southern Retina Consultant, Psc Retirement Plan reported $289K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,551 in Healthcare & Social Assistance (16,916 peers)

Southern Retina Consultant, Psc multi-year trail

Southern Retina Consultant, Psc's plans moved +26.9% in assets from 2022 to 2024; this filing shows Southern Retina Consultant, Psc Retirement Plan at $289K / 7 participants.

#1,551
in Healthcare & Social Assistance (16,916 peers)
+10.7%
assets growth YoY

Southern Retina Consultant, Psc Retirement Plan among the smaller filed plans by assets

Southern Retina Consultant, Psc Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$288,756 13th percentile higher than 13% of 123,620 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 2024

Southern Retina Consultant, Psc Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Retina Consultant, Psc Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Retina Consultant, Psc Retirement Plan reported net income fell from $33K in the plan year 2023 filing to $28K in the plan year 2024 filing.
  • Southern Retina Consultant, Psc Retirement Plan end-of-year assets rose from $261K in the plan year 2023 filing to $289K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660647277 · Southern Retina Consultant, Psc PY 2024 · Profit Sharing

Southern Retina Consultant, Psc Retirement Plan · $289K · 7 · 13th

  • IND $289K
  • EOY 7
  • 5500 13th
  • ASSETS Profit Sharing
  • PCT near John Trainor & Associates, Inc. Employees Profit Sharing Plan
  • EIN ind #1551

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 →

Southern Retina Consultant, Psc Retirement Plan in the asset neighbourhood

Southern Retina Consultant, Psc Retirement PlanSouthern Retina Consultant, …$289KJohn Trainor & Associates, Inc. Employees Profit Sharing PlanJohn Trainor & Associates, I…$289KBaywalk Holdings, Inc. Retirement PlanBaywalk Holdings, Inc. Retir…$289KAaba Fitness Corp. Profit Sharing PlanAaba Fitness Corp. Profit Sh…$289KParadise Charcuterie Co. Retirement PlanParadise Charcuterie Co. Ret…$289K
End-of-year total assets ($M) among Southern Retina Consultant, Psc Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Southern Retina Consultant, Psc multi-year asset trail

Sponsor-wide plan assets over time

All Southern Retina Consultant, Psc plans reported in each filing year

Latest sponsor-wide plan assets
$289K 26.859357083547508% vs 2022
2024 filing year
$0.22M$0.24M$0.26M$0.28M$0.3M 202220232024 $0.23M $0.29M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 7 $228K
2023 1 7 $261K
2024 1 7 $289K

Southern Retina Consultant, Psc filing trail (2024)

Total Assets (Beginning of Year)$261K
Net Assets (End of Year)$289K
Net Income$28K
Employer EIN660647277
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Southern Retina Consultant, Psc Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Southern Retina Consultant, Psc Retirement Plan, Total assets ($M): 0.288756 · Participants: 7Southern Retina Consultant, Psc Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Southern Retina Consultant, Psc Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Southern Retina Consultant, Psc Retirement Plan side-by-side with 3 peers →

Southern Retina Consultant, Psc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is John Trainor & Associates, Inc. Employees Profit Sharing Plan in IL ($289K); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Retina Consultant, Psc Retirement Plan assets move in 2024? ▼
Southern Retina Consultant, Psc Retirement Plan grew at a solid clip - up 10.7% during 2024, from $261K to $289K. Reported net income was $28K.
How have Southern Retina Consultant, Psc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Retina Consultant, Psc's sponsor-wide assets grew 26.9%, from $228K to $289K.
Where does Southern Retina Consultant, Psc Retirement Plan rank by assets among Form 5500 filers? ▼
Southern Retina Consultant, Psc Retirement Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Southern Retina Consultant, Psc Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is John Trainor & Associates, Inc. Employees Profit Sharing Plan in IL ($289K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Southern Retina Consultant, Psc Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A&a Outdoors Inc. Retirement Plan in TN (7 participants, $199K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660647277.

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.