Money Purchase · DOL Form 5500 · 2022
Luis R Gonzalez Argueso Money Purchase Plan
Data updated 2026-08-25
- $13K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $12,838
- Avg per participant Low balance/head
Official DOL plan name: Luis R Gonzalez Argueso Profit Sharing Plan · Sponsored by Luis R Gonzalez Argueso · Puerto Rico · Professional & Technical Services
$13K in assets, 1 participants
Luis R Gonzalez Argueso's Luis R Gonzalez Argueso Profit Sharing Plan reported $13K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 1st 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.
- #301 in Professional & Technical Services (21,562 peers)
Luis R Gonzalez Argueso multi-year trail
Luis R Gonzalez Argueso's plans moved +16.8% in assets from 2022 to 2024; this filing shows Luis R Gonzalez Argueso Profit Sharing Plan at $13K / 1 participant.
- #301
- in Professional & Technical Services (21,562 peers)
- -34.3%
- assets change YoY
The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Luis R Gonzalez Argueso Profit Sharing Plan among the smaller filed plans by assets
Luis R Gonzalez Argueso Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,838 1st percentile higher than 1% 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
Luis R Gonzalez Argueso 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. Luis R Gonzalez Argueso Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 660661402 · Luis R Gonzalez Argueso PY 2022 · Money Purchase
Luis R Gonzalez Argueso Profit Sharing Plan · $13K · 1 · 1st
- NET $13K
- NET 1
- NET 1st
- NET Money Purchase
- NET near Karen M Burns - Books and People Ps Keough
- NET ind #301
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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →
Luis R Gonzalez Argueso Profit Sharing Plan in the asset neighbourhood
Luis R Gonzalez Argueso multi-year asset trail
Sponsor-wide plan assets over time
All Luis R Gonzalez Argueso plans reported in each filing year
- Latest sponsor-wide plan assets
- $15K 16.840629381523602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $13K |
| 2023 | 1 | 1 | $12K |
| 2024 | 1 | 1 | $15K |
Luis R Gonzalez Argueso filing trail (2022)
| Total Assets (Beginning of Year) | $20K |
|---|---|
| Net Assets (End of Year) | $13K |
| Net Income | -$7K |
| Employer EIN | 660661402 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Luis R Gonzalez Argueso Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Karen M Burns - Books and People Ps Keough in MA ($15K); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13K here).
- Karen M Burns - Books and People Ps Keough (MA) $15K · N/A
- Karen M Burns - Books and People Mp Keough (MA) $10K · N/A
- Money Purchase Plan (NY) $16K · N/A
- Employee Benefits Plan of Sumter Senior Services, Inc. (SC) $17K · 3
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.