Money Purchase · DOL Form 5500 · 2024
Isv Pediatrics Psc & Juan Barrientos G Medical Svcs Csp Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $176,166
- 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
$1M 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 $1M in total assets and 6 participants in its 2024 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.
- #3,306 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan holds $1M for 6 participants - about $176,166 per participant, among the smaller plans by assets on file.
- #3,306
- in Healthcare & Social Assistance (16,916 peers)
- +6.5%
- 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 2024 · DOL Form 5500
$1,056,998 24th percentile higher than 24% 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
Isv Pediatrics Psc & Juan Barrientos G Medical Services 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. 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 2023 → plan year 2024
- Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan reported net income rose from $14K in the plan year 2023 filing to $59K in the plan year 2024 filing.
- Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan end-of-year assets rose from $992K in the plan year 2023 filing to $1M in the plan year 2024 filing.
DOL schedule card
Filing strip 660693471 · Isv Pediatrics Psc & Juan Barrientos G Medical Svcs Csp PY 2024 · Money Purchase
Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan · $1M · 6 · 24th
- VS-ST $1M
- VS-ST 6
- VS-ST 24th
- VS-ST Money Purchase
- VS-ST near Miller Wagner & Company PLLC Money Purchase Pension Plan
- VS-ST ind #3306
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 (2024)
| Total Assets (Beginning of Year) | $992K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $59K |
| 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 Miller Wagner & Company PLLC Money Purchase Pension Plan in AZ ($1M); by covered participants it is Nirupama P Patel in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Miller Wagner & Company PLLC Money Purchase Pension Plan (AZ) $1M · N/A
- American Funds Basic Profit Sharing Plan of Robert J Suder Dmd (PA) $1M · 3
- Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan (NC) $1M · 121
- Farmers and Merchants Bank of Craig County Pension Plan (VA) $1M · 13
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Nirupama P Patel (TX) 6 · 0 off
- Nirupama P Patel (TX) 6 · 0 off
- Local 1109 Severance Fund (NY) 6 · 0 off
- Cbd Docusource Profit Sharing Plan (LA) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.