Profit Sharing · DOL Form 5500 · 2024
Dra. Iris Acevedo Marty Psc Profit Sharing Plan
Data updated 2026-08-25
- $851K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $283,638
- Avg per participant High balance/head
Official DOL plan name: Dra. Iris Acevedo Marty Psc Retirement Plan · Sponsored by Dra. Iris Acevedo Marty Psc · Puerto Rico · Healthcare & Social Assistance
$851K in assets, 3 participants
Dra. Iris Acevedo Marty Psc's Dra. Iris Acevedo Marty Psc Retirement Plan reported $851K in total assets and 3 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.
- #2,956 in Healthcare & Social Assistance (16,916 peers)
Dra. Iris Acevedo Marty Psc multi-year trail
Dra. Iris Acevedo Marty Psc's plans moved +20.7% in assets from 2022 to 2024; this filing shows Dra. Iris Acevedo Marty Psc Retirement Plan at $851K / 3 participants.
- #2,956
- in Healthcare & Social Assistance (16,916 peers)
- +8.2%
- assets growth YoY
Dra. Iris Acevedo Marty Psc Retirement Plan among the smaller filed plans by assets
Dra. Iris Acevedo Marty Psc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$850,914 22nd percentile higher than 22% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dra. Iris Acevedo Marty Psc 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. Dra. Iris Acevedo Marty Psc Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dra. Iris Acevedo Marty Psc Retirement Plan reported net income fell from $83K in the plan year 2023 filing to $47K in the plan year 2024 filing.
- Dra. Iris Acevedo Marty Psc Retirement Plan end-of-year assets rose from $786K in the plan year 2023 filing to $851K in the plan year 2024 filing.
DOL schedule card
Filing strip 660690701 · Dra. Iris Acevedo Marty Psc PY 2024 · Profit Sharing
Dra. Iris Acevedo Marty Psc Retirement Plan · $851K · 3 · 22nd
- BOY $851K
- SCH 3
- EBSA 22nd
- PART Profit Sharing
- TYPE near Edward B Friedman Jr, PA Profit Sharing Plan
- NET ind #2956
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 →
Dra. Iris Acevedo Marty Psc Retirement Plan in the asset neighbourhood
Dra. Iris Acevedo Marty Psc multi-year asset trail
Sponsor-wide plan assets over time
All Dra. Iris Acevedo Marty Psc plans reported in each filing year
- Latest sponsor-wide plan assets
- $851K 20.733155596923332% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $705K |
| 2023 | 1 | 3 | $786K |
| 2024 | 1 | 3 | $851K |
Dra. Iris Acevedo Marty Psc filing trail (2024)
| Total Assets (Beginning of Year) | $786K |
|---|---|
| Net Assets (End of Year) | $833K |
| Net Income | $47K |
| Employer EIN | 660690701 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
Dra. Iris Acevedo Marty Psc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Edward B Friedman Jr, PA Profit Sharing Plan in IA ($851K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($851K here).
- Edward B Friedman Jr, PA Profit Sharing Plan (IA) $851K · 3
- Reichle, Inc. Profit Sharing Plan (OR) $851K · N/A
- Mecasona Corp. Retirement Plan (GA) $851K · 2
- Sightline Creative, Inc. Retirement Plan (FL) $851K · 8
Similar participant headcount
Nearest other-state filings by covered participants (3 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.