Money Purchase · DOL Form 5500 · 2022
Juan M. Garcia Merced Money Purchase Plan
Data updated 2026-08-25
- $181K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $36,110
- Avg per participant Low balance/head
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.
- #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.
- #1,342
- in Healthcare & Social Assistance (20,060 peers)
- -14.4%
- assets change YoY
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 Retirement Plan among the smaller filed plans by assets
Juan M. Garcia Merced Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$180,549 10th percentile higher than 10% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Juan M. Garcia Merced 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. Juan M. Garcia Merced Retirement Plan is a micro filing (5 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 660723171 · Juan M. Garcia Merced PY 2022 · Money Purchase
Juan M. Garcia Merced Retirement Plan · $181K · 5 · 10th
- PART $181K
- TYPE 5
- NET 10th
- BOOK Money Purchase
- VS-ST near Robert Duane Ralston Pension Plan
- BOY ind #1342
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 →
Juan M. Garcia Merced Retirement Plan in the asset neighbourhood
Juan M. Garcia Merced multi-year asset trail
Sponsor-wide plan assets over time
All Juan M. Garcia Merced plans reported in each filing year
- Latest sponsor-wide plan assets
- $213K 17.92477388409795% vs 2022
- 2024 filing year
| 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
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Juan M. Garcia Merced Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Robert Duane Ralston Pension Plan in IL ($180K); by covered participants it is Unit Design Inc. Mp in LA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($181K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.