How big is Ortiz Pharmacy, Incorporated's plan?

Ortiz Pharmacy, Incorporated's plan reported $1.0M in assets and 15 participants for 2024.

Original filing (PDF)20250812142625NAL0004376563001

Ortiz Pharmacy, Incorporated

Name: Ortiz Pharmacy, Incorporated — Ortiz Pharmacy, Form 5500 (2024)
Creator: Ortiz Pharmacy, Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ortiz Pharmacy, Incorporated Retirement Trust

401(k) retirement plan · Ortiz Pharmacy, Incorporated's Ortiz Pharmacy, Incorporated Retirement Trust held $1.0M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Ortiz Pharmacy, Incorporated's EIN is 27-1653064.

EIN 27-1653064

Plan number 001

Plan year 2024

ACK ID 20250812142625NAL0004376563001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ortiz Pharmacy, Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ortiz Pharmacy, Incorporated's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTIZ PHARMACY, INCORPORATED.

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score