401(k) · DOL Form 5500 · 2022

Consultiva Wealth Management Corp 401(k) Plan

Data updated 2026-08-25

$730K
Total assets Small plan by assets
13
Participants Small participant base
22nd
Percentile by assets National rank
$56,174
Avg per participant Low balance/head
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Official DOL plan name: Consultiva Wealth Management Retirement Plan · Sponsored by Consultiva Wealth Management Corp · Puerto Rico · Finance & Insurance

$730K in assets, 13 participants

Consultiva Wealth Management Corp's Consultiva Wealth Management Retirement Plan reported $730K in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,311 in Finance & Insurance (9,261 peers)

Consultiva Wealth Management Corp multi-year trail

Consultiva Wealth Management Corp's plans moved +51.9% in assets from 2022 to 2024; this filing shows Consultiva Wealth Management Retirement Plan at $730K / 13 participants.

#1,311
in Finance & Insurance (9,261 peers)
-21.5%
assets change YoY

The plan reported a net loss of $200K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Consultiva Wealth Management Retirement Plan among the smaller filed plans by assets

Consultiva Wealth Management Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$730,260 22nd percentile higher than 22% of 139,123 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 2022

Consultiva Wealth Management Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consultiva Wealth Management Retirement Plan is a small filing (13 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 660569863 · Consultiva Wealth Management Corp PY 2022 · 401(k)

Consultiva Wealth Management Retirement Plan · $730K · 13 · 22nd

  • TYPE $730K
  • TYPE 13
  • TYPE 22nd
  • TYPE 401(k)
  • TYPE near Colorado Asphalt Services, LLC 401(k) Plan
  • TYPE ind #1311

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 →

Consultiva Wealth Management Retirement Plan in the asset neighbourhood

Consultiva Wealth Management Retirement PlanConsultiva Wealth Management…$730KColorado Asphalt Services, LLC 401(k) PlanColorado Asphalt Services, L…$730KMnm Holdings LLC 401(k) Profit Sharing PlanMnm Holdings LLC 401(k) Prof…$730KBarry H. Buchanan, D.D.S 401(k) Profit Sharing PlanBarry H. Buchanan, D.D.S 401…$730KJ&m Gann, Inc. Retirement PlanJ&m Gann, Inc. Retirement Pl…$730K
End-of-year total assets ($M) among Consultiva Wealth Management Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Consultiva Wealth Management Corp multi-year asset trail

Sponsor-wide plan assets over time

All Consultiva Wealth Management Corp plans reported in each filing year

Latest sponsor-wide plan assets
$1M 51.85564045682359% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.73M $1.11M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 13 $730K
2023 1 13 $922K
2024 1 13 $1M

Consultiva Wealth Management Corp filing trail (2022)

Total Assets (Beginning of Year)$930K
Net Assets (End of Year)$730K
Net Income-$200K
Employer EIN660569863
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Consultiva Wealth Management Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Consultiva Wealth Management Retirement Plan, Total assets ($M): 0.73026 · Participants: 13Consultiva Wealth Management Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.719328 · Participants: 99Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 199.441427 · Participants: 680Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 173.134958 · Participants: 1776Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 126.787407 · Participants: 806Popular, Inc. USA 401(k) Savings & Investment PlanFirst Bank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 118.043413 · Participants: 2767First Bank 401(k) Retirement Plan for Residents of Puerto Rico
Consultiva Wealth Management Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Consultiva Wealth Management Retirement Plan side-by-side with 3 peers →

Consultiva Wealth Management Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Colorado Asphalt Services, LLC 401(k) Plan in CO ($730K); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Consultiva Wealth Management Retirement Plan assets move in 2022? ▼
Consultiva Wealth Management Retirement Plan declined sharply - down 21.5% during 2022, from $930K to $730K. Reported net income was -$200K.
How have Consultiva Wealth Management Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Consultiva Wealth Management Corp's sponsor-wide assets grew 51.9%, from $730K to $1M.
Where does Consultiva Wealth Management Retirement Plan rank by assets among Form 5500 filers? ▼
Consultiva Wealth Management Retirement Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Consultiva Wealth Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Colorado Asphalt Services, LLC 401(k) Plan in CO ($730K, 93 participants).
Which 401(k) plans cover a similar participant headcount to Consultiva Wealth Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660569863.

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.