Money Purchase · DOL Form 5500 · 2024

Institute of Pulmonary Diseases Csp Money Purchase Plan

Data updated 2026-08-25

$353K
Total assets Small plan by assets
5
Participants Small participant base
15th
Percentile by assets National rank
$70,647
Avg per participant Below avg balance/head
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Official DOL plan name: Institute of Pulmonary Diseases, Csp Retirement Plan · Sponsored by Institute of Pulmonary Diseases Csp · Puerto Rico · Healthcare & Social Assistance

$353K in assets, 5 participants

Institute of Pulmonary Diseases Csp's Institute of Pulmonary Diseases, Csp Retirement Plan reported $353K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,785 in Healthcare & Social Assistance (16,916 peers)

Institute of Pulmonary Diseases Csp multi-year trail

Institute of Pulmonary Diseases Csp's plans moved +20.6% in assets from 2022 to 2024; this filing shows Institute of Pulmonary Diseases, Csp Retirement Plan at $353K / 5 participants.

#1,785
in Healthcare & Social Assistance (16,916 peers)
+9.0%
assets growth YoY

Institute of Pulmonary Diseases, Csp Retirement Plan among the smaller filed plans by assets

Institute of Pulmonary Diseases, Csp Retirement Plan vs every filed plan by assets

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

$353,235 15th percentile higher than 15% 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

Institute of Pulmonary Diseases, Csp 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. Institute of Pulmonary Diseases, Csp Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Institute of Pulmonary Diseases, Csp Retirement Plan reported net income fell from $33K in the plan year 2023 filing to $27K in the plan year 2024 filing.
  • Institute of Pulmonary Diseases, Csp Retirement Plan end-of-year assets rose from $324K in the plan year 2023 filing to $353K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660712761 · Institute of Pulmonary Diseases Csp PY 2024 · Money Purchase

Institute of Pulmonary Diseases, Csp Retirement Plan · $353K · 5 · 15th

  • 5500 $353K
  • 5500 5
  • 5500 15th
  • 5500 Money Purchase
  • 5500 near Price Oil Pension Plan
  • 5500 ind #1785

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 →

Institute of Pulmonary Diseases, Csp Retirement Plan in the asset neighbourhood

J Keith Mitchell Md Money Purchase Plan & TrustJ Keith Mitchell Md Money Pu…$359KInstitute of Pulmonary Diseases, Csp Retirement PlanInstitute of Pulmonary Disea…$353KPrice Oil Pension Plan$352KThe James V Trask Pension PlanThe James V Trask Pension Pl…$350KElectrical Workers Local No. 294 Supplemental Unemployment Benefit FundElectrical Workers Local No.…$346K
End-of-year total assets ($M) among Institute of Pulmonary Diseases, Csp Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Institute of Pulmonary Diseases Csp multi-year asset trail

Sponsor-wide plan assets over time

All Institute of Pulmonary Diseases Csp plans reported in each filing year

Latest sponsor-wide plan assets
$353K 20.55143746416578% vs 2022
2024 filing year
$0.28M$0.3M$0.32M$0.34M$0.36M 202220232024 $0.29M $0.35M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 5 $293K
2023 1 5 $324K
2024 1 5 $353K

Institute of Pulmonary Diseases Csp filing trail (2024)

Total Assets (Beginning of Year)$324K
Net Assets (End of Year)$351K
Net Income$27K
Employer EIN660712761
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Institute of Pulmonary Diseases, Csp Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Institute of Pulmonary Diseases, Csp Retirement Plan, Total assets ($M): 0.353235 · Participants: 5Institute of Pulmonary Diseases, Csp Retirement PlanColegio 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
Institute of Pulmonary Diseases, Csp Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Institute of Pulmonary Diseases, Csp Retirement Plan side-by-side with 3 peers →

Institute of Pulmonary Diseases, Csp Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Price Oil Pension Plan in AR ($352K); by covered participants it is American Lawyers Company Pension Plan and Trust in OH (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

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 Institute of Pulmonary Diseases, Csp Retirement Plan assets move in 2024? ▼
Institute of Pulmonary Diseases, Csp Retirement Plan grew at a solid clip - up 9.0% during 2024, from $324K to $353K. Reported net income was $27K.
How have Institute of Pulmonary Diseases Csp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute of Pulmonary Diseases Csp's sponsor-wide assets grew 20.6%, from $293K to $353K.
Where does Institute of Pulmonary Diseases, Csp Retirement Plan rank by assets among Form 5500 filers? ▼
Institute of Pulmonary Diseases, Csp Retirement Plan ranks in the 15th 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 Institute of Pulmonary Diseases, Csp Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Price Oil Pension Plan in AR ($352K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Institute of Pulmonary Diseases, Csp Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is American Lawyers Company Pension Plan and Trust in OH (5 participants, $4M 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 660712761.

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.