Money Purchase · DOL Form 5500 · 2022

Yaditza Colon Santini Money Purchase Plan

Data updated 2026-08-25

$387K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$386,720
Avg per participant High balance/head
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Official DOL plan name: Yaditza Colon Santini Retirement Plan Trust · Sponsored by Yaditza Colon Santini · Puerto Rico · Healthcare & Social Assistance

$387K in assets, 1 participants

Yaditza Colon Santini's Yaditza Colon Santini Retirement Plan Trust reported $387K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,382 in Healthcare & Social Assistance (20,060 peers)

Yaditza Colon Santini multi-year trail

Yaditza Colon Santini's plans moved +50.9% in assets from 2022 to 2024; this filing shows Yaditza Colon Santini Retirement Plan Trust at $387K / 1 participant.

#2,382
in Healthcare & Social Assistance (20,060 peers)
-14.7%
assets change YoY

The plan reported a net loss of $67K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Yaditza Colon Santini Retirement Plan Trust among the smaller filed plans by assets

Yaditza Colon Santini Retirement Plan Trust vs every filed plan by assets

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

$386,720 16th percentile higher than 16% 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

Yaditza Colon Santini Retirement Plan Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yaditza Colon Santini Retirement Plan Trust is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 660508201 · Yaditza Colon Santini PY 2022 · Money Purchase

Yaditza Colon Santini Retirement Plan Trust · $387K · 1 · 16th

  • VS-ST $387K
  • VS-ST 1
  • VS-ST 16th
  • VS-ST Money Purchase
  • VS-ST near Gerald L. Bowen, PC Money Purchase Pension Plan
  • VS-ST ind #2382

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 →

Yaditza Colon Santini Retirement Plan Trust in the asset neighbourhood

Yaditza Colon Santini Retirement Plan TrustYaditza Colon Santini Retire…$387KGerald L. Bowen, PC Money Purchase Pension PlanGerald L. Bowen, PC Money Pu…$388KWest Texas Trading Company Money Purchase Pension PlanWest Texas Trading Company M…$392KContractors and Employees Retirement Plan & TrustContractors and Employees Re…$392KApr Industries Inc Money Purchase PlanApr Industries Inc Money Pur…$384K
End-of-year total assets ($M) among Yaditza Colon Santini Retirement Plan Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Yaditza Colon Santini multi-year asset trail

Sponsor-wide plan assets over time

All Yaditza Colon Santini plans reported in each filing year

Latest sponsor-wide plan assets
$584K 50.90659908978073% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.39M $0.58M ▲ +48.7%
Year Plans Participants Total Assets
2022 1 1 $387K
2023 1 1 $475K
2024 1 1 $584K

Yaditza Colon Santini filing trail (2022)

Total Assets (Beginning of Year)$453K
Net Assets (End of Year)$387K
Net Income-$67K
Employer EIN660508201
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Yaditza Colon Santini Retirement Plan Trust vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 0246 Total assets ($M) Participants Yaditza Colon Santini Retirement Plan Trust, Total assets ($M): 0.38672 · Participants: 1Yaditza Colon Santini Retirement Plan TrustColegio 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
Yaditza Colon Santini Retirement Plan Trust vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

Yaditza Colon Santini Retirement Plan Trust's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Gerald L. Bowen, PC Money Purchase Pension Plan in PA ($388K); by covered participants it is Glendale Medical Imaging Associates, Inc. Retirement and Health/Disability Plan in AZ (1 participant). Same-state nearby plans are listed separately above.

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 Yaditza Colon Santini Retirement Plan Trust assets move in 2022? ▼
Yaditza Colon Santini Retirement Plan Trust pulled back noticeably - down 14.7% during 2022, from $453K to $387K. Reported net income was -$67K.
How have Yaditza Colon Santini plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yaditza Colon Santini's sponsor-wide assets grew 50.9%, from $387K to $584K.
Where does Yaditza Colon Santini Retirement Plan Trust rank by assets among Form 5500 filers? ▼
Yaditza Colon Santini Retirement Plan Trust ranks in the 16th 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 Yaditza Colon Santini Retirement Plan Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Gerald L. Bowen, PC Money Purchase Pension Plan in PA ($388K, 5 participants).
Which Money Purchase plans cover a similar participant headcount to Yaditza Colon Santini Retirement Plan Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Glendale Medical Imaging Associates, Inc. Retirement and Health/Disability Plan in AZ (1 participant, N/A in assets).