Money Purchase · DOL Form 5500 · 2024
Advanced Heart and Vascular Center LLC Money Purchase Plan
Data updated 2026-08-11
- $539K
- Total assets
- 1
- Participants
- 18th
- Percentile by assets
- $539,454
- Avg per participant
Official DOL plan name: Advanced Heart and Vascular Center Retirement Plan · Sponsored by Advanced Heart and Vascular Center LLC · Puerto Rico · Healthcare & Social Assistance
$539K in assets, 1 participants
Advanced Heart and Vascular Center LLC's Advanced Heart and Vascular Center Retirement Plan reported $539K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- 18th percentile by assets (of 123,622 plans)
- #2,293 in Healthcare & Social Assistance (16,916 peers)
Advanced Heart and Vascular Center LLC multi-year trail
Advanced Heart and Vascular Center LLC's plans moved +82.6% in assets from 2022 to 2024; this filing shows Advanced Heart and Vascular Center Retirement Plan at $539K / 1 participant.
- $539K
- total plan assets (2024 EOY)
- 1
- covered participants
- 18th
- percentile by assets (of 123,622 plans)
- $539,454
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Advanced Heart and Vascular Center Retirement Plan reported net income fell from $177K in the plan year 2023 filing to $67K in the plan year 2024 filing.
- Advanced Heart and Vascular Center Retirement Plan end-of-year assets rose from $472K in the plan year 2023 filing to $539K in the plan year 2024 filing.
Advanced Heart and Vascular Center LLC across 3 plan years on file
Across the 3 plan years Advanced Heart and Vascular Center LLC has on file (2022-2024), sponsor-wide plan assets have moved from $295K to $539K, a gain of 82.6%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2024 ($539K); trough: 2022 ($295K).
Advanced Heart and Vascular Center LLC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $295K |
| 2023 | 1 | 1 | $472K |
| 2024 | 1 | 1 | $539K |
Advanced Heart and Vascular Center LLC filing trail (2024)
| Total Assets (Beginning of Year) | $472K |
|---|---|
| Net Assets (End of Year) | $539K |
| Net Income | $67K |
| Employer EIN | 660863395 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Advanced Heart and Vascular Center Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Advanced Heart and Vascular Center Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Advanced Heart and Vascular Center Retirement Plan assets move in 2024? ▼
How have Advanced Heart and Vascular Center LLC plan assets changed over time? ▼
Where does Advanced Heart and Vascular Center Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Advanced Heart and Vascular Center Retir…
Multi-year trail
Ways to act on Advanced Heart and Vascular Center Retirement Plan's numbers.
- By total assets, Advanced Heart and Vascular Center Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Advanced Heart and Vascular Center LLC's sponsor-wide assets have grown 82.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans