Money Purchase · DOL Form 5500 · 2022
Angel Gelpi Money Purchase Plan
Data updated 2026-08-25
- $533K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $66,609
- Avg per participant Below avg balance/head
Official DOL plan name: Angel L. Gelpi Guzman, Md Retirement Plan · Sponsored by Angel Gelpi · Puerto Rico · Healthcare & Social Assistance
$533K in assets, 8 participants
Angel Gelpi's Angel L. Gelpi Guzman, Md Retirement Plan reported $533K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.
- #2,990 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Angel L. Gelpi Guzman, Md Retirement Plan pulled back noticeably 8.6% in 2022 ($583K → $533K) for 8 participants.
- #2,990
- in Healthcare & Social Assistance (20,060 peers)
- -8.6%
- assets change YoY
The plan reported a net loss of $38K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Angel L. Gelpi Guzman, Md Retirement Plan among the smaller filed plans by assets
Angel L. Gelpi Guzman, Md Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$532,869 19th percentile higher than 19% 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
Angel L. Gelpi Guzman, Md 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. Angel L. Gelpi Guzman, Md Retirement Plan is a micro filing (8 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 660488784 · Angel Gelpi PY 2022 · Money Purchase
Angel L. Gelpi Guzman, Md Retirement Plan · $533K · 8 · 19th
- PCT $533K
- PCT 8
- PCT 19th
- PCT Money Purchase
- PCT near Psychiatric Center Inc Money Purchase Retirement Plan
- PCT ind #2990
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 →
Angel L. Gelpi Guzman, Md Retirement Plan in the asset neighbourhood
Angel Gelpi years around the 2022 move
Sponsor-wide plan assets over time
All Angel Gelpi plans reported in each filing year
- Latest sponsor-wide plan assets
- $558K 4.7052840379155105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $533K |
| 2023 | 1 | 9 | $523K |
| 2024 | 1 | 9 | $558K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $583K |
|---|---|
| Net Assets (End of Year) | $533K |
| Net Income | -$38K |
| Employer EIN | 660488784 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Angel L. Gelpi Guzman, Md Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Psychiatric Center Inc Money Purchase Retirement Plan in KY ($535K); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($533K here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.