Profit Sharing · DOL Form 5500 · 2024
First Medical Health Plan, Inc Profit Sharing Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 775
- Participants Near avg headcount
- 70th
- Percentile by assets National rank
- $25,380
- Avg per participant Low balance/head
Official DOL plan name: First Medical Health Retirement Savings Plan · Sponsored by First Medical Health Plan, Inc · Puerto Rico · Finance & Insurance
$20M in assets, 775 participants
First Medical Health Plan, Inc's First Medical Health Retirement Savings Plan reported $20M in total assets and 775 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #4,684 in Finance & Insurance (8,549 peers)
Coverage in Puerto Rico
First Medical Health Retirement Savings Plan covers 775 participants in Puerto Rico, 8.7x the typical Puerto Rico plan (state average ~89 per filing). Assets: $20M.
- #4,684
- in Finance & Insurance (8,549 peers)
- +23.8%
- assets growth YoY
First Medical Health Retirement Savings Plan's outsized position by total assets
First Medical Health Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,669,382 Top 30% higher than 70% 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
First Medical Health Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Medical Health Retirement Savings Plan sits mid-pack in the medium band (775 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- First Medical Health Retirement Savings Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- First Medical Health Retirement Savings Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- First Medical Health Retirement Savings Plan reported participants rose from 758 in the plan year 2023 filing to 775 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 660537624 · First Medical Health Plan, Inc PY 2024 · Profit Sharing
First Medical Health Retirement Savings Plan · $20M · 775 · 70th
- EOY $20M
- EOY 775
- EOY 70th
- EOY Profit Sharing
- EOY near Incodema Retirement Plan
- EOY ind #4684
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 Finance & Insurance retirement plans → · Plans in Puerto Rico →
First Medical Health Retirement Savings Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $4M |
| Employer EIN | 660537624 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (First Medical Health Plan, Inc)
Sponsor-wide plan assets over time
All First Medical Health Plan, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 58.43447642526438% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 810 | $12M |
| 2023 | 1 | 758 | $16M |
| 2024 | 1 | 775 | $20M |
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
First Medical Health Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Incodema Retirement Plan in NY ($20M); by covered participants it is Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust in OR (774 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Incodema Retirement Plan (NY) $20M · 25
- Everett Group LLC 401(k) Profit Sharing Plan (AR) $20M · 268
- Chp 403(b) Employee Retirement Plan (VA) $20M · 420
- Northwest Human Services 403(b) Plan (OR) $20M · 235
Similar participant headcount
Nearest other-state filings by covered participants (775 participants); asset peers above are excluded.
- Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust (OR) 774 · 1 off
- True Companies Employees Profit Sharing Plan (WY) 773 · 2 off
- Living Resources 403(b) Retirement Plan (NY) 771 · 4 off
- Goodwill of the Finger Lakes, Inc. 403(b) Plan (NY) 771 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.