Money Purchase · DOL Form 5500 · 2022
Juan M. Garcia Merced Money Purchase Plan
Data updated 2026-08-11
- $181K
- Total assets
- 5
- Participants
- 10th
- Percentile by assets
- $36,110
- Avg per participant
Official DOL plan name: Juan M. Garcia Merced Retirement Plan · Sponsored by Juan M. Garcia Merced · Puerto Rico · Healthcare & Social Assistance
$181K in assets, 5 participants
Juan M. Garcia Merced's Juan M. Garcia Merced Retirement Plan reported $181K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.
- 10th percentile by assets (of 139,126 plans)
- #1,342 in Healthcare & Social Assistance (20,060 peers)
Juan M. Garcia Merced multi-year trail
Juan M. Garcia Merced's plans moved +17.9% in assets from 2022 to 2024; this filing shows Juan M. Garcia Merced Retirement Plan at $181K / 5 participants.
- $181K
- total plan assets (2022 EOY)
- 5
- covered participants
- 10th
- percentile by assets (of 139,126 plans)
- $36,110
- avg assets per participant
The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Juan M. Garcia Merced across 3 plan years on file
Across the 3 plan years Juan M. Garcia Merced has on file (2022-2024), sponsor-wide plan assets have moved from $181K to $213K, a gain of 17.9%, while reported participants moved from 5 to 5 (+0.0%). Peak year by sponsor assets: 2023 ($213K); trough: 2022 ($181K).
Juan M. Garcia Merced multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $181K |
| 2023 | 1 | 5 | $213K |
| 2024 | 1 | 5 | $213K |
Juan M. Garcia Merced filing trail (2022)
| Total Assets (Beginning of Year) | $211K |
|---|---|
| Net Assets (End of Year) | $181K |
| Net Income | -$30K |
| Employer EIN | 660723171 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
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Juan M. Garcia Merced Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
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Money Purchase plans in other states closest to Juan M. Garcia Merced Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Juan M. Garcia Merced Retirement Plan
Multi-year trail
Ways to act on Juan M. Garcia Merced Retirement Plan's numbers.
- By total assets, Juan M. Garcia Merced Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Juan M. Garcia Merced's sponsor-wide assets have grown 17.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans