Money Purchase · DOL Form 5500 · 2024

Dra. Rosa I. Roman Carlo, Csp. Money Purchase Plan

Data updated 2026-08-11

$606K
Total assets: 6
Participants: 19th
Percentile by assets: $100,944
Avg per participant

Official DOL plan name: Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 · Sponsored by Dra. Rosa I. Roman Carlo, Csp. · Puerto Rico · Healthcare & Social Assistance

$606K in assets, 6 participants

Dra. Rosa I. Roman Carlo, Csp.'s Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 reported $606K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

19th percentile by assets (of 123,622 plans)
#2,464 in Healthcare & Social Assistance (16,916 peers)

Dra. Rosa I. Roman Carlo, Csp. multi-year trail

Dra. Rosa I. Roman Carlo, Csp.'s plans moved +26.8% in assets from 2022 to 2024; this filing shows Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 at $606K / 6 participants.

$606K
total plan assets (2024 EOY): 6
covered participants: 19th
percentile by assets (of 123,622 plans): $100,944
avg assets per participant

Where Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 sits by total assets

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 vs every filed plan by assets

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

$605,666 19th percentile higher than 19% 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

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 reported net income rose from $41K in the plan year 2023 filing to $51K in the plan year 2024 filing.
Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 end-of-year assets rose from $537K in the plan year 2023 filing to $606K in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Puerto Rico

Industry

Healthcare & Social Assistance

Dra. Rosa I. Roman Carlo, Csp. across 3 plan years on file

Across the 3 plan years Dra. Rosa I. Roman Carlo, Csp. has on file (2022-2024), sponsor-wide plan assets have moved from $478K to $606K, a gain of 26.8%, while reported participants moved from 6 to 6 (+0.0%). Peak year by sponsor assets: 2024 ($606K); trough: 2022 ($478K).

Dra. Rosa I. Roman Carlo, Csp. multi-year asset trail

Total plan assets by year, all Dra. Rosa I. Roman Carlo, Csp. plans on file

Year	Plans	Participants	Total Assets
2022	1	6	$478K
2023	1	6	$537K
2024	1	6	$606K

Dra. Rosa I. Roman Carlo, Csp. filing trail (2024)

Total Assets (Beginning of Year)	$537K
Net Assets (End of Year)	$540K
Net Income	$51K
Employer EIN	660538760
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

Colegio Marista Money Purchase Thrift Plan $7M · 180
Jimenez, Graffam & Lausell Pension Plan $5M · 26
Duenas Trailers Rental Inc. Retirement Plan $5M · 78
Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust $5M · 349
Gustavo Antonio Hernandez Maldonado Retirement Plan $4M · 6

Compare Dra. Rosa I. Roman Carlo, Csp. Retiremen… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 by total assets, not by location.

Nsi, Inc. Pension Plan (NJ) $607K · 2
Texas Forestry Association Money Purchase Pension Plan (TX) $604K · 5
Pioneer Telephone Cooperative, Inc. Non-Qualified (OK) $601K · 47
Cotton Belt Federal Credit Union Pension Plan & Trust (AR) $611K · 25

Frequently Asked Questions

How did Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 assets move in 2024? ▼

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 grew at a solid clip - up 12.8% during 2024, from $537K to $606K. Reported net income was $51K.

How have Dra. Rosa I. Roman Carlo, Csp. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Dra. Rosa I. Roman Carlo, Csp.'s sponsor-wide assets grew 26.8%, from $478K to $606K.

Where does Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 rank by assets among Form 5500 filers? ▼

Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 ranks in the 19th 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 Money Purchase plans are similar in size to Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210? ▼

Among Money Purchase plans in other states, the closest by assets is Nsi, Inc. Pension Plan in NJ ($607K, 2 participants).

Next read for Dra. Rosa I. Roman Carlo, Csp. Retiremen…

Multi-year trail

Ways to act on Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210's numbers.

By total assets, Dra. Rosa I. Roman Carlo, Csp. Retirement Plan Series 96-1210 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
Dra. Rosa I. Roman Carlo, Csp.'s sponsor-wide assets have grown 26.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 660538760.