Profit Sharing · DOL Form 5500 · 2022

Dr. Gary Montalvo Profit Sharing Plan

Data updated 2026-08-25

$966K
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$321,915
Avg per participant High balance/head
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Official DOL plan name: Gary Montalvo Profit Sharing Retirement Plan · Sponsored by Dr. Gary Montalvo · Puerto Rico · Other Services

$966K in assets, 3 participants

Dr. Gary Montalvo's Gary Montalvo Profit Sharing Retirement Plan reported $966K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,031 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Gary Montalvo Profit Sharing Retirement Plan ranks #4,031 of 8,398 2022 filers by assets (2078% of the sector average)-$966K for 3 participants.

#4,031
in Other Services (8,398 peers)
-30.8%
assets change YoY

The plan reported a net loss of $431K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gary Montalvo Profit Sharing Retirement Plan among the smaller filed plans by assets

Gary Montalvo Profit Sharing Retirement Plan vs every filed plan by assets

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

$965,744 25th percentile higher than 25% 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

Gary Montalvo Profit Sharing 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. Gary Montalvo Profit Sharing Retirement Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 660377090 · Dr. Gary Montalvo PY 2022 · Profit Sharing

Gary Montalvo Profit Sharing Retirement Plan · $966K · 3 · 25th

  • BOY $966K
  • BOY 3
  • BOY 25th
  • BOY Profit Sharing
  • BOY near The Goldmoor Inn & Resort Inc. Retirement Plan
  • BOY ind #4031

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 Other Services retirement plans → · Plans in Puerto Rico →

Gary Montalvo Profit Sharing Retirement Plan in the asset neighbourhood

Gary Montalvo Profit Sharing Retirement PlanGary Montalvo Profit Sharing…$966KThe Goldmoor Inn & Resort Inc. Retirement PlanThe Goldmoor Inn & Resort In…$965KKendall Square Associates, Inc. Profit Sharing Plan and Retirement TrustKendall Square Associates, I…$966KTepper & Tepper Psychology PC Profit Sharing PlanTepper & Tepper Psychology P…$965KKp Asadorian, Inc. Retirement PlanKp Asadorian, Inc. Retiremen…$965K
End-of-year total assets ($M) among Gary Montalvo Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$960K
Net Income-$431K
Employer EIN660377090
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dr. Gary Montalvo)

Sponsor-wide plan assets over time

All Dr. Gary Montalvo plans reported in each filing year

Latest sponsor-wide plan assets
$1M 35.68243758180222% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.97M $1.31M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 3 $966K
2023 1 3 $1M
2024 1 3 $1M

Nearby Profit Sharing Plans in Puerto Rico

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

Gary Montalvo Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Gary Montalvo Profit Sharing Retirement Plan, Total assets ($M): 0.965744 · Participants: 3Gary Montalvo Profit Sharing Retirement 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
Gary Montalvo Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Gary Montalvo Profit Sharing Retirement Plan side-by-side with 3 peers →

Gary Montalvo Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is The Goldmoor Inn & Resort Inc. Retirement Plan in IL ($965K); 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 Gary Montalvo Profit Sharing Retirement Plan assets move in 2022? ▼
Gary Montalvo Profit Sharing Retirement Plan contracted severely - down 30.8% during 2022, from $1M to $966K. Reported net income was -$431K.
How have Dr. Gary Montalvo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Gary Montalvo's sponsor-wide assets grew 35.7%, from $966K to $1M.
Where does Gary Montalvo Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Gary Montalvo Profit Sharing Retirement Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Gary Montalvo Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Goldmoor Inn & Resort Inc. Retirement Plan in IL ($965K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Gary Montalvo Profit Sharing Retirement 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 660377090.

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.