Profit Sharing · DOL Form 5500 · 2024

Mario R. Ortega, Md, Faap, PA Profit Sharing Plan

Data updated 2026-08-25

$858K
Total assets Small plan by assets
14
Participants Small participant base
22nd
Percentile by assets National rank
$61,321
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mario R. Ortega, Md, Faap, PA Profit Sharing Plan · Sponsored by Mario R. Ortega, Md, Faap, PA · Maryland · Healthcare & Social Assistance

$858K in assets, 14 participants

Mario R. Ortega, Md, Faap, PA's Mario R. Ortega, Md, Faap, PA Profit Sharing Plan reported $858K in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,974 in Healthcare & Social Assistance (16,916 peers)

Mario R. Ortega, Md, Faap, PA multi-year trail

Mario R. Ortega, Md, Faap, PA's plans moved -10.1% in assets from 2022 to 2024; this filing shows Mario R. Ortega, Md, Faap, PA Profit Sharing Plan at $858K / 14 participants.

#2,974
in Healthcare & Social Assistance (16,916 peers)
-5.3%
assets change YoY

The plan reported a net loss of $48K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mario R. Ortega, Md, Faap, PA Profit Sharing Plan among the smaller filed plans by assets

Mario R. Ortega, Md, Faap, PA Profit Sharing Plan vs every filed plan by assets

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

$858,494 22nd percentile higher than 22% 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

Mario R. Ortega, Md, Faap, PA Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mario R. Ortega, Md, Faap, PA Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mario R. Ortega, Md, Faap, PA Profit Sharing Plan reported participants fell from 19 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • Mario R. Ortega, Md, Faap, PA Profit Sharing Plan end-of-year assets fell from $907K in the plan year 2023 filing to $858K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521039658 · Mario R. Ortega, Md, Faap, PA PY 2024 · Profit Sharing

Mario R. Ortega, Md, Faap, PA Profit Sharing Plan · $858K · 14 · 22nd

  • TYPE $858K
  • NET 14
  • BOOK 22nd
  • VS-ST Profit Sharing
  • BOY near David Posmantier P/S Plan
  • SCH ind #2974

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 Maryland →

Mario R. Ortega, Md, Faap, PA Profit Sharing Plan in the asset neighbourhood

Mario R. Ortega, Md, Faap, PA Profit Sharing PlanMario R. Ortega, Md, Faap, P…$858KDavid Posmantier P/S Plan$859KMadison Partners, L.L.C. 401(k) PlanMadison Partners, L.L.C. 401…$859KMiller Enterprises of Sc Inc. Retirement PlanMiller Enterprises of Sc Inc…$859KEj2 Solutions, Inc. Profit Sharing PlanEj2 Solutions, Inc. Profit S…$859K
End-of-year total assets ($M) among Mario R. Ortega, Md, Faap, PA Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Mario R. Ortega, Md, Faap, PA multi-year asset trail

Sponsor-wide plan assets over time

All Mario R. Ortega, Md, Faap, PA plans reported in each filing year

Latest sponsor-wide plan assets
$858K 10.079164405973676% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M 202220232024 $0.95M $0.86M ▼ -9.5%
Year Plans Participants Total Assets
2022 1 17 $955K
2023 1 19 $907K
2024 1 14 $858K

Mario R. Ortega, Md, Faap, PA filing trail (2024)

Total Assets (Beginning of Year)$907K
Net Assets (End of Year)$858K
Net Income-$48K
Employer EIN521039658
Plan Effective Date1979-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Maryland

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

Mario R. Ortega, Md, Faap, PA Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Mario R. Ortega, Md, Faap, PA Profit Sharing Plan, Total assets ($B): 0.000858494 · Participants: 14Mario R. Ortega, Md, Faap, PA Profit Sharing PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 3.329766186 · Participants: 28393Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.965106048 · Participants: 2745Nfl Player Annuity ProgramUniversity of Maryland Medical System 403(b) Retirement Savings Plan, Total assets ($B): 0.730469763 · Participants: 19560University of Maryland Medical System 403(b) Retirement Savings PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.706794055 · Participants: 2693Nfl Player Capital Accumulation PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.64371577 · Participants: 10721International Painters and Allied Trades Industry Annuity Plan
Mario R. Ortega, Md, Faap, PA Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare Mario R. Ortega, Md, Faap, PA Profit Sharing Plan side-by-side with 3 peers →

Mario R. Ortega, Md, Faap, PA Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is David Posmantier P/S Plan in NY ($859K); by covered participants it is Seaside Amusements, Inc. Profit Sharing Plan in PA (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($858K here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Mario R. Ortega, Md, Faap, PA Profit Sharing Plan assets move in 2024? ▼
Mario R. Ortega, Md, Faap, PA Profit Sharing Plan pulled back noticeably - down 5.3% during 2024, from $907K to $858K. Reported net income was -$48K.
How have Mario R. Ortega, Md, Faap, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mario R. Ortega, Md, Faap, PA's sponsor-wide assets declined 10.1%, from $955K to $858K.
Where does Mario R. Ortega, Md, Faap, PA Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Mario R. Ortega, Md, Faap, PA Profit Sharing Plan ranks in the 22nd 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 Profit Sharing plans are similar in size to Mario R. Ortega, Md, Faap, PA Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is David Posmantier P/S Plan in NY ($859K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Mario R. Ortega, Md, Faap, PA Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Seaside Amusements, Inc. Profit Sharing Plan in PA (14 participants, $22M 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 521039658.

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.