Profit Sharing · DOL Form 5500 · 2022

Dr. Angel M. Muntaner Morales Profit Sharing Plan

Data updated 2026-08-25

$390K
Total assets Small plan by assets
3
Participants Small participant base
16th
Percentile by assets National rank
$130,141
Avg per participant Near avg balance/head
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Official DOL plan name: Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 · Sponsored by Dr. Angel M. Muntaner Morales · Puerto Rico · Healthcare & Social Assistance

$390K in assets, 3 participants

Dr. Angel M. Muntaner Morales's Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 reported $390K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,402 in Healthcare & Social Assistance (20,060 peers)

Dr. Angel M. Muntaner Morales multi-year trail

Dr. Angel M. Muntaner Morales's plans moved +13.7% in assets from 2022 to 2024; this filing shows Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 at $390K / 3 participants.

#2,402
in Healthcare & Social Assistance (20,060 peers)
-22.5%
assets change YoY

The plan reported a net loss of $113K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 among the smaller filed plans by assets

Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 vs every filed plan by assets

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

$390,423 16th percentile higher than 16% 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

Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 660502694 · Dr. Angel M. Muntaner Morales PY 2022 · Profit Sharing

Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 · $390K · 3 · 16th

  • EIN $390K
  • EIN 3
  • EIN 16th
  • EIN Profit Sharing
  • EIN near Flach Development & Realty, Inc. Profit Sharing Plan
  • EIN ind #2402

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 →

Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 in the asset neighbourhood

Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964Dr. Angel M. Muntaner Morale…$390KFlach Development & Realty, Inc. Profit Sharing PlanFlach Development & Realty, …$391KGeorge M. Brown & Associates, Inc. Profit Sharing PlanGeorge M. Brown & Associates…$390KSeven Arts Insurance Solutions, LLC. Profit Sharing PlanSeven Arts Insurance Solutio…$390KArtistic License, Inc. Profit Sharing PlanArtistic License, Inc. Profi…$391K
End-of-year total assets ($M) among Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Dr. Angel M. Muntaner Morales multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Angel M. Muntaner Morales plans reported in each filing year

Latest sponsor-wide plan assets
$444K 13.67414317291758% vs 2022
2024 filing year
$0.38M$0.4M$0.42M$0.44M$0.46M 202220232024 $0.39M $0.44M ▲ +12.8%
Year Plans Participants Total Assets
2022 1 3 $390K
2023 1 3 $413K
2024 1 3 $444K

Dr. Angel M. Muntaner Morales filing trail (2022)

Total Assets (Beginning of Year)$504K
Net Assets (End of Year)$390K
Net Income-$113K
Employer EIN660502694
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964, Total assets ($M): 0.390423 · Participants: 3Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964The 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
Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Flach Development & Realty, Inc. Profit Sharing Plan in NY ($391K); 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 Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 assets move in 2022?
Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 declined sharply - down 22.5% during 2022, from $504K to $390K. Reported net income was -$113K.
How have Dr. Angel M. Muntaner Morales plan assets changed over time?
Across 3 plan years on file (2022-2024), Dr. Angel M. Muntaner Morales's sponsor-wide assets grew 13.7%, from $390K to $444K.
Where does Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 rank by assets among Form 5500 filers?
Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 ranks in the 16th 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 Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964?
Among Profit Sharing plans in other states, the closest by assets is Flach Development & Realty, Inc. Profit Sharing Plan in NY ($391K, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964?
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).