Profit Sharing · DOL Form 5500 · 2022

Ronald Monteverde Md PC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
31st
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Profit Sharing Plan Qrp Keogh · Sponsored by Ronald Monteverde Md PC · New Mexico · Healthcare & Social Assistance

$2M in assets, 1 participants

Ronald Monteverde Md PC's Profit Sharing Plan Qrp Keogh reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #6,308 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 Profit Sharing Plan Qrp Keogh at $2M / 1 participant.

#6,308
in Healthcare & Social Assistance (20,060 peers)
-14.6%
assets change YoY

The plan reported a net loss of $292K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Profit Sharing Plan Qrp Keogh among the smaller filed plans by assets

Profit Sharing Plan Qrp Keogh vs every filed plan by assets

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

$1,710,441 31st percentile higher than 31% 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

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

EBSA filing schedule strip

Filing strip 850332961 · Ronald Monteverde Md PC PY 2022 · Profit Sharing

Profit Sharing Plan Qrp Keogh · $2M · 1 · 31st

  • SCH $2M
  • EBSA 1
  • PART 31st
  • TYPE Profit Sharing
  • NET near Jacobson, Holman PLLC Profit-Sharing Plan
  • BOOK ind #6308

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 →

Profit Sharing Plan Qrp Keogh in the asset neighbourhood

Profit Sharing Plan Qrp Keogh$2MJacobson, Holman PLLC Profit-Sharing PlanJacobson, Holman PLLC Profit…$2MSteven L. Lukather Music, Inc. Profit Sharing PlanSteven L. Lukather Music, In…$2MJames Farina Corporation Profit-Sharing PlanJames Farina Corporation Pro…$2MDenise L. Santos Feliciano Retirement PlanDenise L. Santos Feliciano R…$2M
End-of-year total assets ($M) among Profit Sharing Plan Qrp Keogh and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.95M $5.09M ▲ +28.9%
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-$292K
Employer EIN850332961
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Mexico

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

Profit Sharing Plan Qrp Keogh vs. nearby Profit Sharing plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400 Total assets ($M) Participants Profit Sharing Plan Qrp Keogh, Total assets ($M): 1.710441 · Participants: 1Profit Sharing Plan Qrp KeoghPresbyterian Healthcare Services 401(a) Plan, Total assets ($M): 372.088163 · Participants: 11300Presbyterian Healthcare Services 401(a) PlanPresbyterian Medical Services Discretionary Contribution Plan, Total assets ($M): 30.352156 · Participants: 989Presbyterian Medical Services Discretionary Contribution PlanSanta Fe Preparatory School DC Retirement Plan, Total assets ($M): 14.540165 · Participants: 174Santa Fe Preparatory School DC Retirement PlanMedinatura, Inc. Retirement Plan, Total assets ($M): 14.399508 · Participants: 32Medinatura, Inc. Retirement PlanT & R Market Profit Sharing Plan, Total assets ($M): 11.112387 · Participants: 109T & R Market Profit Sharing Plan
Profit Sharing Plan Qrp Keogh vs. nearby Profit Sharing plans in New Mexico, assets vs. participants
Compare Profit Sharing Plan Qrp Keogh side-by-side with 3 peers →

Profit Sharing Plan Qrp Keogh's out-of-state Profit Sharing peers by assets and headcount

Outside New Mexico, the nearest Profit Sharing by assets is Jacobson, Holman PLLC Profit-Sharing Plan in DC ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (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 Profit Sharing Plan Qrp Keogh assets move in 2022? ▼
Profit Sharing Plan Qrp Keogh pulled back noticeably - down 14.6% during 2022, from $2M to $2M. Reported net income was -$292K.
How have Ronald Monteverde Md PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ronald Monteverde Md PC's sponsor-wide assets grew 29.0%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Profit Sharing Plan Qrp Keogh? ▼
Among Profit Sharing plans in other states, the closest by assets is Jacobson, Holman PLLC Profit-Sharing Plan in DC ($2M, 17 participants).
Which Profit Sharing plans cover a similar participant headcount to Profit Sharing Plan Qrp Keogh? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 850332961.

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.