Money Purchase · DOL Form 5500 · 2022

Roberto Galindez Feliciano Money Purchase Plan

Data updated 2026-08-25

$168K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$168,167
Avg per participant Above avg balance/head
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Official DOL plan name: Roberto Galindez Profit Sharing Plan · Sponsored by Roberto Galindez Feliciano · Puerto Rico · Healthcare & Social Assistance

$168K in assets, 1 participants

Roberto Galindez Feliciano's Roberto Galindez Profit Sharing Plan reported $168K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,269 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Roberto Galindez Profit Sharing Plan pulled back noticeably 11.1% in 2022 ($189K → $168K) for 1 participant.

#1,269
in Healthcare & Social Assistance (20,060 peers)
-11.1%
assets change YoY

The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roberto Galindez Profit Sharing Plan among the smaller filed plans by assets

Roberto Galindez Profit Sharing Plan vs every filed plan by assets

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

$168,167 9th percentile higher than 9% 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

Roberto Galindez Profit Sharing 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. Roberto Galindez Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 660448396 · Roberto Galindez Feliciano PY 2022 · Money Purchase

Roberto Galindez Profit Sharing Plan · $168K · 1 · 9th

  • EBSA $168K
  • EBSA 1
  • EBSA 9th
  • EBSA Money Purchase
  • EBSA near Kevin D Thompson Pension Plan
  • EBSA ind #1269

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 →

Roberto Galindez Profit Sharing Plan in the asset neighbourhood

Roberto Galindez Profit Sharing PlanRoberto Galindez Profit Shar…$168KKevin D Thompson Pension Plan$168KNeurosurgeons, Ltd. Money Purchase PlanNeurosurgeons, Ltd. Money Pu…$166KOuellette Plumbing & Heating Money Accumulation PlanOuellette Plumbing & Heating…$170KRancho Los Lobos, Inc. Money Purchase PlanRancho Los Lobos, Inc. Money…$172K
End-of-year total assets ($M) among Roberto Galindez Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Roberto Galindez Feliciano years around the 2022 move

Sponsor-wide plan assets over time

All Roberto Galindez Feliciano plans reported in each filing year

Latest sponsor-wide plan assets
$179K 6.176598262441502% vs 2022
2024 filing year
$0.14M$0.15M$0.16M$0.17M$0.18M$0.19M 202220232024 $0.17M $0.18M ▲ +5.9%
Year Plans Participants Total Assets
2022 1 1 $168K
2023 1 1 $154K
2024 1 1 $179K

2022 asset-move particulars

Total Assets (Beginning of Year)$189K
Net Assets (End of Year)$168K
Net Income-$21K
Employer EIN660448396
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Roberto Galindez Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20246 Total assets ($M) Participants Roberto Galindez Profit Sharing Plan, Total assets ($M): 0.168167 · Participants: 1Roberto Galindez Profit Sharing 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
Roberto Galindez Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

Roberto Galindez Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Kevin D Thompson Pension Plan in WI ($168K); 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.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Roberto Galindez Profit Sharing Plan assets move in 2022? ▼
Roberto Galindez Profit Sharing Plan pulled back noticeably - down 11.1% during 2022, from $189K to $168K. Reported net income was -$21K.
How have Roberto Galindez Feliciano plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberto Galindez Feliciano's sponsor-wide assets grew 6.2%, from $168K to $179K.
Where does Roberto Galindez Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Roberto Galindez Profit Sharing Plan ranks in the 9th 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 Roberto Galindez Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Kevin D Thompson Pension Plan in WI ($168K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Roberto Galindez Profit Sharing Plan? ▼
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).