Profit Sharing · DOL Form 5500 · 2023

Ortega Pulmonary Associates, P.a. Profit Sharing Plan

Data updated 2026-08-25

$672K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$224,054
Avg per participant Above avg balance/head
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Official DOL plan name: Ortega Pulmonary Associates, P.a. Profit Sharing Trust · Sponsored by Ortega Pulmonary Associates, P.a. · Florida · Healthcare & Social Assistance

$672K in assets, 3 participants

Ortega Pulmonary Associates, P.a.'s Ortega Pulmonary Associates, P.a. Profit Sharing Trust reported $672K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,777 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Ortega Pulmonary Associates, P.a. Profit Sharing Trust holds $672K for 3 participants - about $224,054 per participant, among the smaller plans by assets on file.

#2,777
in Healthcare & Social Assistance (17,684 peers)
+7.9%
assets growth YoY

Ortega Pulmonary Associates, P.a. Profit Sharing Trust among the smaller filed plans by assets

Ortega Pulmonary Associates, P.a. Profit Sharing Trust vs every filed plan by assets

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

$672,161 20th percentile higher than 20% 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

Ortega Pulmonary Associates, P.a. Profit Sharing Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ortega Pulmonary Associates, P.a. Profit Sharing Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ortega Pulmonary Associates, P.a. Profit Sharing Trust reported net income rose from -$73K in the plan year 2022 filing to $49K in the plan year 2023 filing.
  • Ortega Pulmonary Associates, P.a. Profit Sharing Trust end-of-year assets rose from $623K in the plan year 2022 filing to $672K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 592716953 · Ortega Pulmonary Associates, P.a. PY 2023 · Profit Sharing

Ortega Pulmonary Associates, P.a. Profit Sharing Trust · $672K · 3 · 20th

  • PCT $672K
  • EIN 3
  • RANK 20th
  • PHOTO Profit Sharing
  • IND near Ildaly Maldonado Aviles Retirement Plan
  • EOY ind #2777

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 Florida →

Ortega Pulmonary Associates, P.a. Profit Sharing Trust in the asset neighbourhood

Ortega Pulmonary Associates, P.a. Profit Sharing TrustOrtega Pulmonary Associates,…$672KIldaly Maldonado Aviles Retirement PlanIldaly Maldonado Aviles Reti…$672KElaine Grace G. Ellorin, Dmd, Inc. Profit Sharing PlanElaine Grace G. Ellorin, Dmd…$672KHanna-Berndt Enterprise, Inc. Retirement PlanHanna-Berndt Enterprise, Inc…$672KThree D Farms Profit Sharing PlanThree D Farms Profit Sharing…$672K
End-of-year total assets ($M) among Ortega Pulmonary Associates, P.a. Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$623K
Net Assets (End of Year)$672K
Net Income$49K
Employer EIN592716953
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ortega Pulmonary Associates, P.a.)

Sponsor-wide plan assets over time

All Ortega Pulmonary Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$619K 0.6912172390157297% vs 2022
2024 filing year
$0.6M$0.62M$0.64M$0.66M$0.68M 202220232024 $0.62M $0.62M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 3 $623K
2023 1 3 $672K
2024 1 3 $619K

Nearby Profit Sharing Plans in Florida

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

Ortega Pulmonary Associates, P.a. Profit Sharing Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Ortega Pulmonary Associates, P.a. Profit Sharing Trust, Total assets ($B): 0.000672161 · Participants: 3Ortega Pulmonary Associates, P.a. Profit Sharing TrustRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Ortega Pulmonary Associates, P.a. Profit Sharing Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Ortega Pulmonary Associates, P.a. Profit Sharing Trust side-by-side with 3 peers →

Ortega Pulmonary Associates, P.a. Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Ildaly Maldonado Aviles Retirement Plan in PR ($672K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Ortega Pulmonary Associates, P.a. Profit Sharing Trust assets move in 2023? ▼
Ortega Pulmonary Associates, P.a. Profit Sharing Trust grew at a solid clip - up 7.9% during 2023, from $623K to $672K. Reported net income was $49K.
How have Ortega Pulmonary Associates, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ortega Pulmonary Associates, P.a.'s sponsor-wide assets declined 0.7%, from $623K to $619K.
Where does Ortega Pulmonary Associates, P.a. Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Ortega Pulmonary Associates, P.a. Profit Sharing Trust ranks in the 20th 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 Profit Sharing plans are similar in size to Ortega Pulmonary Associates, P.a. Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Ildaly Maldonado Aviles Retirement Plan in PR ($672K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Ortega Pulmonary Associates, P.a. Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 592716953.

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.