Money Purchase · DOL Form 5500 · 2024

Oficina Medica Dr. Polanco, Csp Money Purchase Plan

Data updated 2026-08-25

$395K
Total assets Small plan by assets
4
Participants Small participant base
16th
Percentile by assets National rank
$98,664
Avg per participant Below avg balance/head
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Official DOL plan name: Oficina Medica Dr. Polanco, Csp Retirement Plan · Sponsored by Oficina Medica Dr. Polanco, Csp · Puerto Rico · Healthcare & Social Assistance

$395K in assets, 4 participants

Oficina Medica Dr. Polanco, Csp's Oficina Medica Dr. Polanco, Csp Retirement Plan reported $395K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,909 in Healthcare & Social Assistance (16,916 peers)

Oficina Medica Dr. Polanco, Csp multi-year trail

Oficina Medica Dr. Polanco, Csp's plans moved +26.6% in assets from 2022 to 2024; this filing shows Oficina Medica Dr. Polanco, Csp Retirement Plan at $395K / 4 participants.

#1,909
in Healthcare & Social Assistance (16,916 peers)
+14.1%
assets growth YoY

Oficina Medica Dr. Polanco, Csp Retirement Plan among the smaller filed plans by assets

Oficina Medica Dr. Polanco, Csp Retirement Plan vs every filed plan by assets

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

$394,654 16th percentile higher than 16% 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

Oficina Medica Dr. Polanco, 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. Oficina Medica Dr. Polanco, Csp Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oficina Medica Dr. Polanco, Csp Retirement Plan reported net income rose from $34K in the plan year 2023 filing to $49K in the plan year 2024 filing.
  • Oficina Medica Dr. Polanco, Csp Retirement Plan end-of-year assets rose from $346K in the plan year 2023 filing to $395K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660549673 · Oficina Medica Dr. Polanco, Csp PY 2024 · Money Purchase

Oficina Medica Dr. Polanco, Csp Retirement Plan · $395K · 4 · 16th

  • EIN $395K
  • RANK 4
  • PHOTO 16th
  • IND Money Purchase
  • EOY near Budd J. Mildenberg, Md Keough Money Purchase Pension Plan
  • 5500 ind #1909

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 →

Oficina Medica Dr. Polanco, Csp Retirement Plan in the asset neighbourhood

Dr Paul C Kaiser Employees Profit Sharing Plan & TDr Paul C Kaiser Employees P…$395KMayday Communications Inc Money Purchase Pension PlanMayday Communications Inc Mo…$398KSoutheastern Michigan Chapter, NECA Inc Pension PlanSoutheastern Michigan Chapte…$399KOficina Medica Dr. Polanco, Csp Retirement PlanOficina Medica Dr. Polanco, …$395KBudd J. Mildenberg, Md Keough Money Purchase Pension PlanBudd J. Mildenberg, Md Keoug…$395K
End-of-year total assets ($M) among Oficina Medica Dr. Polanco, Csp Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Oficina Medica Dr. Polanco, Csp multi-year asset trail

Sponsor-wide plan assets over time

All Oficina Medica Dr. Polanco, Csp plans reported in each filing year

Latest sponsor-wide plan assets
$395K 26.575644738656738% vs 2022
2024 filing year
$0.3M$0.35M$0.4M 202220232024 $0.31M $0.39M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 4 $312K
2023 1 4 $346K
2024 1 4 $395K

Oficina Medica Dr. Polanco, Csp filing trail (2024)

Total Assets (Beginning of Year)$346K
Net Assets (End of Year)$395K
Net Income$49K
Employer EIN660549673
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Oficina Medica Dr. Polanco, Csp Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Oficina Medica Dr. Polanco, Csp Retirement Plan, Total assets ($M): 0.394654 · Participants: 4Oficina Medica Dr. Polanco, 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
Oficina Medica Dr. Polanco, Csp Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Oficina Medica Dr. Polanco, Csp Retirement Plan side-by-side with 3 peers →

Oficina Medica Dr. Polanco, Csp Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Budd J. Mildenberg, Md Keough Money Purchase Pension Plan in PA ($395K); by covered participants it is Linas a Sidrys Md in IL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Oficina Medica Dr. Polanco, Csp Retirement Plan assets move in 2024? ▼
Oficina Medica Dr. Polanco, Csp Retirement Plan grew at a solid clip - up 14.1% during 2024, from $346K to $395K. Reported net income was $49K.
How have Oficina Medica Dr. Polanco, Csp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oficina Medica Dr. Polanco, Csp's sponsor-wide assets grew 26.6%, from $312K to $395K.
Where does Oficina Medica Dr. Polanco, Csp Retirement Plan rank by assets among Form 5500 filers? ▼
Oficina Medica Dr. Polanco, Csp Retirement Plan ranks in the 16th 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 Oficina Medica Dr. Polanco, Csp Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Budd J. Mildenberg, Md Keough Money Purchase Pension Plan in PA ($395K, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Oficina Medica Dr. Polanco, Csp Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Linas a Sidrys Md in IL (4 participants, $6M 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 660549673.

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.