Profit Sharing · DOL Form 5500 · 2024

Santa Maria Radiology, Psc Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smr Retirement Plan · Sponsored by Santa Maria Radiology, Psc · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 1 participants

Santa Maria Radiology, Psc's Smr Retirement Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #3,965 in Healthcare & Social Assistance (16,916 peers)

Santa Maria Radiology, Psc multi-year trail

Santa Maria Radiology, Psc's plans moved +54.2% in assets from 2022 to 2024; this filing shows Smr Retirement Plan at $1M / 1 participant.

#3,965
in Healthcare & Social Assistance (16,916 peers)
+23.2%
assets growth YoY

Smr Retirement Plan among the smaller filed plans by assets

Smr Retirement Plan vs every filed plan by assets

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

$1,492,610 27th percentile higher than 27% 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

Smr 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. Smr Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smr Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Smr Retirement Plan reported net income rose from $243K in the plan year 2023 filing to $281K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660627746 · Santa Maria Radiology, Psc PY 2024 · Profit Sharing

Smr Retirement Plan · $1M · 1 · 27th

  • EIN $1M
  • EIN 1
  • EIN 27th
  • EIN Profit Sharing
  • EIN near Interstate Adjusters, Inc. Profit Sharing Plan
  • EIN ind #3965

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 →

Smr Retirement Plan in the asset neighbourhood

Smr Retirement Plan$1MInterstate Adjusters, Inc. Profit Sharing PlanInterstate Adjusters, Inc. P…$1MGrandpa's Pretty Girl, Incorporated Profit Sharing PlanGrandpa's Pretty Girl, Incor…$1MSchoppe Co Employee Profit Sharing PlanSchoppe Co Employee Profit S…$1MProfit Sharing Plan for Employees of Buttonwood Company, Inc.Profit Sharing Plan for Empl…$1M
End-of-year total assets ($M) among Smr Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Santa Maria Radiology, Psc multi-year asset trail

Sponsor-wide plan assets over time

All Santa Maria Radiology, Psc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 54.217392786774134% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.97M $1.49M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 1 $968K
2023 1 1 $1M
2024 1 1 $1M

Santa Maria Radiology, Psc filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$281K
Employer EIN660627746
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Smr Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Smr Retirement Plan, Total assets ($M): 1.49261 · Participants: 1Smr Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Smr Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Smr Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Interstate Adjusters, Inc. Profit Sharing Plan in NY ($1M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Smr Retirement Plan assets move in 2024?
Smr Retirement Plan grew sharply - up 23.2% during 2024, from $1M to $1M. Reported net income was $281K.
How have Santa Maria Radiology, Psc plan assets changed over time?
Across 3 plan years on file (2022-2024), Santa Maria Radiology, Psc's sponsor-wide assets grew 54.2%, from $968K to $1M.
Which Profit Sharing plans are similar in size to Smr Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Interstate Adjusters, Inc. Profit Sharing Plan in NY ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Smr Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).