Profit Sharing · DOL Form 5500 · 2024

Aj Surgical-Endocrinology Services, Psc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$409,598
Avg per participant High balance/head
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Official DOL plan name: Aj Surgical-Endocrinology, Psc Retiremen Plan · Sponsored by Aj Surgical-Endocrinology Services, Psc · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 4 participants

Aj Surgical-Endocrinology Services, Psc's Aj Surgical-Endocrinology, Psc Retiremen Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,165 in Healthcare & Social Assistance (16,916 peers)

Aj Surgical-Endocrinology Services, Psc multi-year trail

Aj Surgical-Endocrinology Services, Psc's plans moved +59.7% in assets from 2022 to 2024; this filing shows Aj Surgical-Endocrinology, Psc Retiremen Plan at $2M / 4 participants.

#4,165
in Healthcare & Social Assistance (16,916 peers)
+27.2%
assets growth YoY

Aj Surgical-Endocrinology, Psc Retiremen Plan among the smaller filed plans by assets

Aj Surgical-Endocrinology, Psc Retiremen Plan vs every filed plan by assets

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

$1,638,390 27th percentile higher than 27% 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

Aj Surgical-Endocrinology, Psc Retiremen 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. Aj Surgical-Endocrinology, Psc Retiremen Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aj Surgical-Endocrinology, Psc Retiremen Plan reported net income rose from $262K in the plan year 2023 filing to $351K in the plan year 2024 filing.
  • Aj Surgical-Endocrinology, Psc Retiremen Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660646960 · Aj Surgical-Endocrinology Services, Psc PY 2024 · Profit Sharing

Aj Surgical-Endocrinology, Psc Retiremen Plan · $2M · 4 · 27th

  • 5500 $2M
  • 5500 4
  • 5500 27th
  • 5500 Profit Sharing
  • 5500 near Circleh2 Investments Inc. Retirement Plan
  • 5500 ind #4165

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 →

Aj Surgical-Endocrinology, Psc Retiremen Plan in the asset neighbourhood

Aj Surgical-Endocrinology, Psc Retiremen PlanAj Surgical-Endocrinology, P…$2MCircleh2 Investments Inc. Retirement PlanCircleh2 Investments Inc. Re…$2MPrinceton Development Partners, Inc. Retirement PlanPrinceton Development Partne…$2MCoastal Fun Sports Inc. Retirement PlanCoastal Fun Sports Inc. Reti…$2MM.a. Lichter Co Inc Profit Sharing PlanM.a. Lichter Co Inc Profit S…$2M
End-of-year total assets ($M) among Aj Surgical-Endocrinology, Psc Retiremen Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Aj Surgical-Endocrinology Services, Psc multi-year asset trail

Sponsor-wide plan assets over time

All Aj Surgical-Endocrinology Services, Psc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 59.746455555133046% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.03M $1.64M ▲ +59.2%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $2M

Aj Surgical-Endocrinology Services, Psc filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$351K
Employer EIN660646960
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Aj Surgical-Endocrinology, Psc Retiremen Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Aj Surgical-Endocrinology, Psc Retiremen Plan, Total assets ($M): 1.63839 · Participants: 4Aj Surgical-Endocrinology, Psc Retiremen PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Aj Surgical-Endocrinology, Psc Retiremen Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Aj Surgical-Endocrinology, Psc Retiremen Plan side-by-side with 3 peers →

Aj Surgical-Endocrinology, Psc Retiremen Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Circleh2 Investments Inc. Retirement Plan in OK ($2M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (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 Aj Surgical-Endocrinology, Psc Retiremen Plan assets move in 2024? ▼
Aj Surgical-Endocrinology, Psc Retiremen Plan grew sharply - up 27.2% during 2024, from $1M to $2M. Reported net income was $351K.
How have Aj Surgical-Endocrinology Services, Psc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aj Surgical-Endocrinology Services, Psc's sponsor-wide assets grew 59.7%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Aj Surgical-Endocrinology, Psc Retiremen Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Circleh2 Investments Inc. Retirement Plan in OK ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Aj Surgical-Endocrinology, Psc Retiremen Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 660646960.

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.