Profit Sharing · DOL Form 5500 · 2022

Jose M. Garcia Carcia Profit Sharing Plan

Data updated 2026-08-25

$884K
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$294,551
Avg per participant High balance/head
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Official DOL plan name: Jose M. Garcia, Md Defined Contribution Pension Plan · Sponsored by Jose M. Garcia Carcia · Puerto Rico · Healthcare & Social Assistance

$884K in assets, 3 participants

Jose M. Garcia Carcia's Jose M. Garcia, Md Defined Contribution Pension Plan reported $884K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,107 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Jose M. Garcia, Md Defined Contribution Pension Plan holds $884K for 3 participants - about $294,551 per participant, among the smaller plans by assets on file.

#4,107
in Healthcare & Social Assistance (20,060 peers)
+4.1%
assets growth YoY

Jose M. Garcia, Md Defined Contribution Pension Plan among the smaller filed plans by assets

Jose M. Garcia, Md Defined Contribution Pension Plan vs every filed plan by assets

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

$883,654 24th percentile higher than 24% 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

Jose M. Garcia, Md Defined Contribution Pension 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. Jose M. Garcia, Md Defined Contribution Pension Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 660497263 · Jose M. Garcia Carcia PY 2022 · Profit Sharing

Jose M. Garcia, Md Defined Contribution Pension Plan · $884K · 3 · 24th

  • ASSETS $884K
  • ASSETS 3
  • ASSETS 24th
  • ASSETS Profit Sharing
  • ASSETS near Khenricks Inc. Retirement Plan
  • ASSETS ind #4107

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 →

Jose M. Garcia, Md Defined Contribution Pension Plan in the asset neighbourhood

Jose M. Garcia, Md Defined Contribution Pension PlanJose M. Garcia, Md Defined C…$884KKhenricks Inc. Retirement PlanKhenricks Inc. Retirement Pl…$884KE-Bond Epoxies, Inc. Profit Sharing Plan and TrustE-Bond Epoxies, Inc. Profit …$883KMulligan Enterprises Incorporated Profit Sharing PlanMulligan Enterprises Incorpo…$883KSteven B Tung Md PC Profit Sh$883K
End-of-year total assets ($M) among Jose M. Garcia, Md Defined Contribution Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$849K
Net Assets (End of Year)$884K
Net Income$34K
Employer EIN660497263
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jose M. Garcia Carcia)

Sponsor-wide plan assets over time

All Jose M. Garcia Carcia plans reported in each filing year

Latest sponsor-wide plan assets
$940K 6.377043503452709% vs 2022
2024 filing year
$0.86M$0.88M$0.9M$0.92M$0.94M$0.96M 202220232024 $0.88M $0.94M ▲ +6.8%
Year Plans Participants Total Assets
2022 1 3 $884K
2023 1 3 $896K
2024 1 3 $940K

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Jose M. Garcia, Md Defined Contribution Pension Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose M. Garcia, Md Defined Contribution Pension Plan, Total assets ($M): 0.883654 · Participants: 3Jose M. Garcia, Md Defined Contribution Pension PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
Jose M. Garcia, Md Defined Contribution Pension Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose M. Garcia, Md Defined Contribution Pension Plan side-by-side with 3 peers →

Jose M. Garcia, Md Defined Contribution Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Khenricks Inc. Retirement Plan in MN ($884K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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.

Frequently Asked Questions

How did Jose M. Garcia, Md Defined Contribution Pension Plan assets move in 2022? ▼
Jose M. Garcia, Md Defined Contribution Pension Plan edged up modestly - up 4.1% during 2022, from $849K to $884K. Reported net income was $34K.
How have Jose M. Garcia Carcia plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose M. Garcia Carcia's sponsor-wide assets grew 6.4%, from $884K to $940K.
Where does Jose M. Garcia, Md Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼
Jose M. Garcia, Md Defined Contribution Pension Plan ranks in the 24th 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 Profit Sharing plans are similar in size to Jose M. Garcia, Md Defined Contribution Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Khenricks Inc. Retirement Plan in MN ($884K, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose M. Garcia, Md Defined Contribution Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660497263.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.