Money Purchase · DOL Form 5500 · 2024

Cardio Services, Inc. Money Purchase Plan

Data updated 2026-08-25

$98K
Total assets Small plan by assets
7
Participants Small participant base
6th
Percentile by assets National rank
$14,045
Avg per participant Low balance/head
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Official DOL plan name: Cardio Services, Inc. Retirement Plan Series 95-1165 · Sponsored by Cardio Services, Inc. · Puerto Rico · Healthcare & Social Assistance

$98K in assets, 7 participants

Cardio Services, Inc.'s Cardio Services, Inc. Retirement Plan Series 95-1165 reported $98K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 6th 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.

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

Cardio Services, Inc. multi-year trail

Cardio Services, Inc.'s plans moved -30.2% in assets from 2022 to 2024; this filing shows Cardio Services, Inc. Retirement Plan Series 95-1165 at $98K / 7 participants.

#723
in Healthcare & Social Assistance (16,916 peers)
-17.8%
assets change YoY

The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cardio Services, Inc. Retirement Plan Series 95-1165 among the smaller filed plans by assets

Cardio Services, Inc. Retirement Plan Series 95-1165 vs every filed plan by assets

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

$98,316 6th percentile higher than 6% 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

Cardio Services, Inc. Retirement Plan Series 95-1165 among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardio Services, Inc. Retirement Plan Series 95-1165 is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cardio Services, Inc. Retirement Plan Series 95-1165 end-of-year assets fell from $120K in the plan year 2023 filing to $98K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660489143 · Cardio Services, Inc. PY 2024 · Money Purchase

Cardio Services, Inc. Retirement Plan Series 95-1165 · $98K · 7 · 6th

  • EOY $98K
  • 5500 7
  • ASSETS 6th
  • PCT Money Purchase
  • EIN near Pan American Development Foundation Pension Plan
  • RANK ind #723

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 →

Cardio Services, Inc. Retirement Plan Series 95-1165 in the asset neighbourhood

Daniel Jurak Dosc Money Purchase Plan & TrustDaniel Jurak Dosc Money Purc…$106KPrimary Source Group Corp., Profit Sharing PlanPrimary Source Group Corp., …$106KCardio Services, Inc. Retirement Plan Series 95-1165Cardio Services, Inc. Retire…$98KPan American Development Foundation Pension PlanPan American Development Fou…$96KCommercial Risk Re-Insurance Company Money Purchase Pension PlanCommercial Risk Re-Insurance…$88K
End-of-year total assets ($M) among Cardio Services, Inc. Retirement Plan Series 95-1165 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Cardio Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cardio Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98K 30.16684779134437% vs 2022
2024 filing year
$0.08M$0.1M$0.12M$0.14M$0.16M 202220232024 $0.14M $0.1M ▼ -28.6%
Year Plans Participants Total Assets
2022 1 7 $141K
2023 1 7 $120K
2024 1 7 $98K

Cardio Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$120K
Net Assets (End of Year)$98K
Net Income-$21K
Employer EIN660489143
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Cardio Services, Inc. Retirement Plan Series 95-1165 vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Cardio Services, Inc. Retirement Plan Series 95-1165, Total assets ($M): 0.098316 · Participants: 7Cardio Services, Inc. Retirement Plan Series 95-1165Colegio Marista Money Purchase Thrift Plan, Total assets ($M): 7.091851 · Participants: 180Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.421253 · Participants: 26Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 5.314325 · Participants: 78Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 4.820148 · Participants: 349Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustGustavo Antonio Hernandez Maldonado Retirement Plan, Total assets ($M): 3.591599 · Participants: 6Gustavo Antonio Hernandez Maldonado Retirement Plan
Cardio Services, Inc. Retirement Plan Series 95-1165 vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Cardio Services, Inc. Retirement Plan Series 95-1165 side-by-side with 3 peers →

Cardio Services, Inc. Retirement Plan Series 95-1165's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Pan American Development Foundation Pension Plan in DC ($96K); by covered participants it is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants). Same-state nearby plans are listed separately above.

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 Cardio Services, Inc. Retirement Plan Series 95-1165 assets move in 2024? ▼
Cardio Services, Inc. Retirement Plan Series 95-1165 declined sharply - down 17.8% during 2024, from $120K to $98K. Reported net income was -$21K.
How have Cardio Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardio Services, Inc.'s sponsor-wide assets declined 30.2%, from $141K to $98K.
Where does Cardio Services, Inc. Retirement Plan Series 95-1165 rank by assets among Form 5500 filers? ▼
Cardio Services, Inc. Retirement Plan Series 95-1165 ranks in the 6th 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 Cardio Services, Inc. Retirement Plan Series 95-1165? ▼
Among Money Purchase plans in other states, the closest by assets is Pan American Development Foundation Pension Plan in DC ($96K, 5 participants).
Which Money Purchase plans cover a similar participant headcount to Cardio Services, Inc. Retirement Plan Series 95-1165? ▼
Among Money Purchase plans in other states, the closest by covered participants is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants, $698K 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 660489143.

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.