Money Purchase · DOL Form 5500 · 2023
Isv Pediatrics Psc & Juan Barrientos G Medical Svcs Csp Money Purchase Plan
Data updated 2026-08-25
- $992K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $165,340
- Avg per participant Above avg balance/head
Official DOL plan name: Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan · Sponsored by Isv Pediatrics Psc & Juan Barrientos G Medical Svcs Csp · Puerto Rico · Healthcare & Social Assistance
$992K in assets, 6 participants
Isv Pediatrics Psc & Juan Barrientos G Medical Svcs Csp's Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan reported $992K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,426 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan holds $992K for 6 participants - about $165,340 per participant, among the smaller plans by assets on file.
- #3,426
- in Healthcare & Social Assistance (17,684 peers)
- +2.0%
- assets growth YoY
Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan among the smaller filed plans by assets
Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$992,037 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan reported net income rose from -$340K in the plan year 2022 filing to $14K in the plan year 2023 filing.
- Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan end-of-year assets rose from $972K in the plan year 2022 filing to $992K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 660693471 · Isv Pediatrics Psc & Juan Barrientos G Medical Svcs Csp PY 2023 · Money Purchase
Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan · $992K · 6 · 24th
- EIN $992K
- RANK 6
- PHOTO 24th
- IND Money Purchase
- EOY near George M Dullaghan Money Purchase Plan
- 5500 ind #3426
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 →
Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $972K |
|---|---|
| Net Assets (End of Year) | $950K |
| Net Income | $14K |
| Employer EIN | 660693471 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Isv Pediatrics Psc & Juan Barrientos G Medical Svcs Csp)
Sponsor-wide plan assets over time
All Isv Pediatrics Psc & Juan Barrientos G Medical Svcs Csp plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 8.715905362471034% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $972K |
| 2023 | 1 | 6 | $992K |
| 2024 | 1 | 6 | $1M |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is George M Dullaghan Money Purchase Plan in FL ($995K); by covered participants it is Cbd Docusource Profit Sharing Plan in LA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($992K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Cbd Docusource Profit Sharing Plan (LA) 6 · 0 off
- Bond, McDonald's & Lehman, P.C. Pension Plan (NY) 6 · 0 off
- Hallmark Title, Inc. Money Purchase Pension Plan (VA) 6 · 0 off
- Nirupama P Patel (TX) 6 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.