Money Purchase · DOL Form 5500 · 2022

Francisco Garcia Money Purchase Plan

Data updated 2026-08-25

$211K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$105,350
Avg per participant Below avg balance/head
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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.

  • #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.

#1,514
in Healthcare & Social Assistance (20,060 peers)
-3.6%
assets change YoY

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.

Dr. Francisco Garcia Cortes Retirement Plan among the smaller filed plans by 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 $2,050,000,000 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

Dr. Francisco Garcia Cortes Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dr. Francisco Garcia Cortes Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 660448105 · Francisco Garcia PY 2022 · Money Purchase

Dr. Francisco Garcia Cortes Retirement Plan · $211K · 2 · 11th

  • IND $211K
  • EOY 2
  • 5500 11th
  • ASSETS Money Purchase
  • PCT near Emmetsburg Vet Clinic Inc Money Purchase Plan
  • EIN ind #1514

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 Puerto Rico →

Dr. Francisco Garcia Cortes Retirement Plan in the asset neighbourhood

Arkansas AFL-CIO Employee Retirement PlanArkansas AFL-CIO Employee Re…$217KBudd J. Mildenberg, Md Keough Money Purchase Pension PlanBudd J. Mildenberg, Md Keoug…$222KDr. Francisco Garcia Cortes Retirement PlanDr. Francisco Garcia Cortes …$211KEmmetsburg Vet Clinic Inc Money Purchase PlanEmmetsburg Vet Clinic Inc Mo…$211KJoseph a Besser Cpa Basic$200K
End-of-year total assets ($M) among Dr. Francisco Garcia Cortes Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Francisco Garcia plans reported in each filing year

Latest sponsor-wide plan assets
$221K 4.819174181300427% vs 2022
2024 filing year
$0.21M$0.21M$0.22M$0.22M$0.23M 202220232024 $0.21M $0.22M ▲ +4.8%
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 ($M) Participants Dr. Francisco Garcia Cortes Retirement Plan, Total assets ($M): 0.2107 · Participants: 2Dr. Francisco Garcia Cortes Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & Lausell Pension PlanDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Retirement PlanSan Pablo Pathology Group, Inc. Retirement Plan Series 94-999, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology Group, Inc. Retirement Plan Series 94-999Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.079848 · Participants: 309Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust
Dr. Francisco Garcia Cortes Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Dr. Francisco Garcia Cortes Retirement Plan side-by-side with 3 peers →

Dr. Francisco Garcia Cortes Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Emmetsburg Vet Clinic Inc Money Purchase Plan in IA ($211K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 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).
Which Money Purchase plans cover a similar participant headcount to Dr. Francisco Garcia Cortes Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M 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 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.