Money Purchase · DOL Form 5500 · 2022
Ricardo E. Santiago Montalvo Money Purchase Plan
Data updated 2026-08-11
- $511K
- Total assets
- 2
- Participants
- 18th
- Percentile by assets
- $255,573
- Avg per participant
Official DOL plan name: Ricardo E. Santiago Montalvo, Csp Retirement Plan · Sponsored by Ricardo E. Santiago Montalvo · Puerto Rico · Healthcare & Social Assistance
$511K in assets, 2 participants
Ricardo E. Santiago Montalvo's Ricardo E. Santiago Montalvo, Csp Retirement Plan reported $511K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.
- 18th percentile by assets (of 139,126 plans)
- #2,899 in Healthcare & Social Assistance (20,060 peers)
What the 2022 filing shows
Ricardo E. Santiago Montalvo, Csp Retirement Plan holds $511K for 2 participants - about $255,573 per participant, among the smaller plans by assets on file.
- $511K
- total plan assets (2022 EOY)
- 2
- covered participants
- 18th
- percentile by assets (of 139,126 plans)
- $255,573
- avg assets per participant
Money Purchase filing for Ricardo E. Santiago Montalvo, Csp Retirement Plan
Money Purchase filing for plan year 2022: EIN 660547625 ; effective since 1997-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2022)
| Total Assets (Beginning of Year) | $504K |
|---|---|
| Net Assets (End of Year) | $511K |
| Net Income | $8K |
| Employer EIN | 660547625 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ricardo E. Santiago Montalvo)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $511K |
| 2023 | 1 | 2 | $523K |
| 2024 | 1 | 2 | $536K |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Ricardo E. Santiago Montalvo, Csp Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
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Money Purchase plans in other states closest to Ricardo E. Santiago Montalvo, Csp Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Ricardo E. Santiago Montalvo, Csp Retirement Plan assets move in 2022? ▼
How have Ricardo E. Santiago Montalvo plan assets changed over time? ▼
Where does Ricardo E. Santiago Montalvo, Csp Retirement Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Ricardo E. Santiago Montalvo, Csp Retirement Plan's numbers.
- By total assets, Ricardo E. Santiago Montalvo, Csp Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Ricardo E. Santiago Montalvo's sponsor-wide assets have grown 4.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans