Money Purchase · DOL Form 5500 · 2024
San Pablo Gastroenterology, Psc Money Purchase Plan
Data updated 2026-08-25
- $932K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $310,820
- Avg per participant High balance/head
Official DOL plan name: San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan · Sponsored by San Pablo Gastroenterology, Psc · Puerto Rico · Healthcare & Social Assistance
$932K in assets, 3 participants
San Pablo Gastroenterology, Psc's San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan reported $932K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,102 in Healthcare & Social Assistance (16,916 peers)
San Pablo Gastroenterology, Psc multi-year trail
San Pablo Gastroenterology, Psc's plans moved +27.5% in assets from 2022 to 2024; this filing shows San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan at $932K / 3 participants.
- #3,102
- in Healthcare & Social Assistance (16,916 peers)
- +8.8%
- assets growth YoY
San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan among the smaller filed plans by assets
San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$932,461 23rd percentile higher than 23% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
San Pablo Gastroenterology & Retina Center of Puerto Rico 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. San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan reported net income fell from $126K in the plan year 2023 filing to $75K in the plan year 2024 filing.
- San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan end-of-year assets rose from $857K in the plan year 2023 filing to $932K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 660729173 · San Pablo Gastroenterology, Psc PY 2024 · Money Purchase
San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan · $932K · 3 · 23rd
- 5500 $932K
- ASSETS 3
- PCT 23rd
- EIN Money Purchase
- RANK near Dae Sik Rho, Md Self-Employed Retirement Plan
- PHOTO ind #3102
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 →
San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan in the asset neighbourhood
San Pablo Gastroenterology, Psc multi-year asset trail
Sponsor-wide plan assets over time
All San Pablo Gastroenterology, Psc plans reported in each filing year
- Latest sponsor-wide plan assets
- $932K 27.474022236773934% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $731K |
| 2023 | 1 | 3 | $857K |
| 2024 | 1 | 3 | $932K |
San Pablo Gastroenterology, Psc filing trail (2024)
| Total Assets (Beginning of Year) | $857K |
|---|---|
| Net Assets (End of Year) | $932K |
| Net Income | $75K |
| Employer EIN | 660729173 |
| Plan Effective Date | 2010-12-07 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Dae Sik Rho, Md Self-Employed Retirement Plan in NY ($932K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($932K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- Jim G. Taylor, O.D., P.C. Profit Sharing Plan (TN) 3 · 0 off
- Software Plus Money Purchase (MI) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.