Profit Sharing · DOL Form 5500 · 2024
Roman Carlo Medical Services Psc Profit Sharing Plan
Data updated 2026-08-25
- $333K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $83,327
- Avg per participant Below avg balance/head
Official DOL plan name: Jose Cosme Roman Carlo Csp Retirement Plan · Sponsored by Roman Carlo Medical Services Psc · Puerto Rico · Healthcare & Social Assistance
$333K in assets, 4 participants
Roman Carlo Medical Services Psc's Jose Cosme Roman Carlo Csp Retirement Plan reported $333K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.
- #1,709 in Healthcare & Social Assistance (16,916 peers)
Roman Carlo Medical Services Psc multi-year trail
Roman Carlo Medical Services Psc's plans moved +33.1% in assets from 2022 to 2024; this filing shows Jose Cosme Roman Carlo Csp Retirement Plan at $333K / 4 participants.
- #1,709
- in Healthcare & Social Assistance (16,916 peers)
- +10.9%
- assets growth YoY
Jose Cosme Roman Carlo Csp Retirement Plan among the smaller filed plans by assets
Jose Cosme Roman Carlo Csp Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$333,307 14th percentile higher than 14% 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
Jose Cosme Roman Carlo 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. Jose Cosme Roman Carlo 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
- Jose Cosme Roman Carlo Csp Retirement Plan reported net income fell from $50K in the plan year 2023 filing to $26K in the plan year 2024 filing.
- Jose Cosme Roman Carlo Csp Retirement Plan end-of-year assets rose from $301K in the plan year 2023 filing to $333K in the plan year 2024 filing.
DOL schedule card
Filing strip 660727068 · Roman Carlo Medical Services Psc PY 2024 · Profit Sharing
Jose Cosme Roman Carlo Csp Retirement Plan · $333K · 4 · 14th
- EOY $333K
- 5500 4
- ASSETS 14th
- PCT Profit Sharing
- EIN near Dragonfly Guest House Inc. Retirement Plan
- RANK ind #1709
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 →
Jose Cosme Roman Carlo Csp Retirement Plan in the asset neighbourhood
Roman Carlo Medical Services Psc multi-year asset trail
Sponsor-wide plan assets over time
All Roman Carlo Medical Services Psc plans reported in each filing year
- Latest sponsor-wide plan assets
- $333K 33.08909554821733% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $250K |
| 2023 | 1 | 4 | $301K |
| 2024 | 1 | 4 | $333K |
Roman Carlo Medical Services Psc filing trail (2024)
| Total Assets (Beginning of Year) | $301K |
|---|---|
| Net Assets (End of Year) | $281K |
| Net Income | $26K |
| Employer EIN | 660727068 |
| Plan Effective Date | 1998-01-01 |
| 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
Jose Cosme Roman Carlo Csp Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Dragonfly Guest House Inc. Retirement Plan in ME ($333K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($333K here).
- Dragonfly Guest House Inc. Retirement Plan (ME) $333K · 2
- Koopla Enterprises Corp. Retirement Plan (CO) $333K · 1
- Earlynn Aviation Inc. Retirement Plan (PA) $333K · 4
- Acute Group Inc. Retirement Plan (TX) $333K · 13
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.