Money Purchase · DOL Form 5500 · 2022
Ronald Monteverde Md PC Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $2.2M
- Avg per participant High balance/head
Official DOL plan name: Money Purchase Plan Qrp Keogh · Sponsored by Ronald Monteverde Md PC · New Mexico · Healthcare & Social Assistance
$2M in assets, 1 participants
Ronald Monteverde Md PC's Money Purchase Plan Qrp Keogh reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #7,508 in Healthcare & Social Assistance (20,060 peers)
Ronald Monteverde Md PC multi-year trail
Ronald Monteverde Md PC's plans moved +29.0% in assets from 2022 to 2024; this filing shows Money Purchase Plan Qrp Keogh at $2M / 1 participant.
- #7,508
- in Healthcare & Social Assistance (20,060 peers)
- -0.6%
- assets change YoY
The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Money Purchase Plan Qrp Keogh's mid-pack asset rank among Healthcare & Social Assistance and all filers
Money Purchase Plan Qrp Keogh vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,238,819 35th percentile higher than 35% 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
Money Purchase Plan Qrp Keogh among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Money Purchase Plan Qrp Keogh is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 850332961 · Ronald Monteverde Md PC PY 2022 · Money Purchase
Money Purchase Plan Qrp Keogh · $2M · 1 · 35th
- RANK $2M
- RANK 1
- RANK 35th
- RANK Money Purchase
- RANK near Intl Assoc Local No 57 Pension Plan
- RANK ind #7508
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 New Mexico →
Money Purchase Plan Qrp Keogh in the asset neighbourhood
Ronald Monteverde Md PC multi-year asset trail
Sponsor-wide plan assets over time
All Ronald Monteverde Md PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 28.95147445344191% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2 | $4M |
| 2023 | 2 | 2 | $5M |
| 2024 | 2 | 2 | $5M |
Ronald Monteverde Md PC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$13K |
| Employer EIN | 850332961 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New Mexico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Money Purchase Plan Qrp Keogh's out-of-state Money Purchase peers by assets and headcount
Outside New Mexico, the nearest Money Purchase by assets is Intl Assoc Local No 57 Pension Plan in IA ($2M); by covered participants it is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mc Connie Insurance Corp. Retirement Plan (PR) 1 · 0 off
- Lmr Retirement Plan (PR) 1 · 0 off
- Green Wave LLC Retirement Plan (PR) 1 · 0 off
- Jar Retirement Plan (PR) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.