Profit Sharing · DOL Form 5500 · 2024
Ortega Pulmonary Associates, P.a. Profit Sharing Plan
Data updated 2026-08-25
- $619K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $206,218
- Avg per participant Above avg balance/head
Official DOL plan name: Ortega Pulmonary Associates, P.a. Profit Sharing Trust · Sponsored by Ortega Pulmonary Associates, P.a. · Florida · Healthcare & Social Assistance
$619K in assets, 3 participants
Ortega Pulmonary Associates, P.a.'s Ortega Pulmonary Associates, P.a. Profit Sharing Trust reported $619K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #2,503 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Ortega Pulmonary Associates, P.a. Profit Sharing Trust holds $619K for 3 participants - about $206,218 per participant, among the smaller plans by assets on file.
- #2,503
- in Healthcare & Social Assistance (16,916 peers)
- -8.0%
- assets change YoY
The plan reported a net loss of $54K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ortega Pulmonary Associates, P.a. Profit Sharing Trust among the smaller filed plans by assets
Ortega Pulmonary Associates, P.a. Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$618,653 19th percentile higher than 19% 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
Ortega Pulmonary Associates, P.a. Profit Sharing Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ortega Pulmonary Associates, P.a. Profit Sharing Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ortega Pulmonary Associates, P.a. Profit Sharing Trust reported net income fell from $49K in the plan year 2023 filing to -$54K in the plan year 2024 filing.
- Ortega Pulmonary Associates, P.a. Profit Sharing Trust end-of-year assets fell from $672K in the plan year 2023 filing to $619K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 592716953 · Ortega Pulmonary Associates, P.a. PY 2024 · Profit Sharing
Ortega Pulmonary Associates, P.a. Profit Sharing Trust · $619K · 3 · 19th
- 5500 $619K
- 5500 3
- 5500 19th
- 5500 Profit Sharing
- 5500 near Wine Country Window Company. Retirement Plan
- 5500 ind #2503
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 Florida →
Ortega Pulmonary Associates, P.a. Profit Sharing Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $672K |
|---|---|
| Net Assets (End of Year) | $619K |
| Net Income | -$54K |
| Employer EIN | 592716953 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ortega Pulmonary Associates, P.a.)
Sponsor-wide plan assets over time
All Ortega Pulmonary Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $619K 0.6912172390157297% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $623K |
| 2023 | 1 | 3 | $672K |
| 2024 | 1 | 3 | $619K |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Ortega Pulmonary Associates, P.a. Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Wine Country Window Company. Retirement Plan in CA ($619K); 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 ($619K here).
- Wine Country Window Company. Retirement Plan (CA) $619K · 6
- Vinod Kohli Md PC Profit Sharing Plan (MI) $619K · 3
- Team Mpmunroe, Inc. Retirement Plan (MI) $618K · 2
- Eduardo Amy Torres Retirement Plan (PR) $618K · 1
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.