Money Purchase · DOL Form 5500 · 2022

Francisco Garcia Money Purchase Plan

Data updated 2026-08-11

$211K
Total assets
2
Participants
11th
Percentile by assets
$105,350
Avg per participant
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Official DOL plan name: Dr. Francisco Garcia Cortes Retirement Plan · Sponsored by Francisco Garcia · Puerto Rico · Healthcare & Social Assistance

$211K in assets, 2 participants

Francisco Garcia's Dr. Francisco Garcia Cortes Retirement Plan reported $211K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • 11th percentile by assets (of 139,126 plans)
  • #1,514 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Dr. Francisco Garcia Cortes Retirement Plan holds $211K for 2 participants - about $105,350 per participant, among the smaller plans by assets on file.

$211K
total plan assets (2022 EOY)
2
covered participants
11th
percentile by assets (of 139,126 plans)
$105,350
avg assets per participant

The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Dr. Francisco Garcia Cortes Retirement Plan sits by total assets

Dr. Francisco Garcia Cortes Retirement Plan vs every filed plan by assets

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

$210,700 11th percentile higher than 11% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Puerto Rico
Industry
Healthcare & Social Assistance

Money Purchase filing for Dr. Francisco Garcia Cortes Retirement Plan

Money Purchase filing for plan year 2022: EIN 660448105 ; effective since 2011-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2022)

Total Assets (Beginning of Year)$219K
Net Assets (End of Year)$211K
Net Income-$8K
Employer EIN660448105
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Francisco Garcia)

$0.21M$0.21M$0.22M$0.22M$0.23M 202220232024 $0.21M $0.22M ▲ +4.8%
Total plan assets by year, all Francisco Garcia plans on file
Year Plans Participants Total Assets
2022 1 2 $211K
2023 1 2 $209K
2024 1 2 $221K

Nearby Money Purchase Plans in Puerto Rico

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Dr. Francisco Garcia Cortes Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20246 Total assets ($M) Participants Dr. Francisco Garcia…, Total assets ($M): 0.2107 · Participants: 2Dr. Francisco Garcia…Colegio Marista Mone…, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Mone…Jimenez, Graffam & L…, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & L…Dr. Jose R. Cumba Re…, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Re…San Pablo Pathology …, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology …Programa Head Start …, Total assets ($M): 3.079848 · Participants: 309Programa Head Start …
Dr. Francisco Garcia Cortes Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Dr. Francisco Garcia Cortes Retirement P… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Dr. Francisco Garcia Cortes Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Dr. Francisco Garcia Cortes Retirement Plan assets move in 2022? ▼
Dr. Francisco Garcia Cortes Retirement Plan edged down modestly - down 3.6% during 2022, from $219K to $211K. Reported net income was -$8K.
How have Francisco Garcia plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Francisco Garcia's sponsor-wide assets grew 4.8%, from $211K to $221K.
Where does Dr. Francisco Garcia Cortes Retirement Plan rank by assets among Form 5500 filers? ▼
Dr. Francisco Garcia Cortes Retirement Plan ranks in the 11th 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 Money Purchase plans are similar in size to Dr. Francisco Garcia Cortes Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Emmetsburg Vet Clinic Inc Money Purchase Plan in IA ($211K, 2 participants).

Next read for Dr. Francisco Garcia Cortes Retirement P…

Filing takeaways

Ways to act on Dr. Francisco Garcia Cortes Retirement Plan's numbers.

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 660448105.

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.