Money Purchase · DOL Form 5500 · 2022
Colegio Marista Money Purchase Plan
Data updated 2026-08-11
- $6M
- Total assets
- 152
- Participants
- 53rd
- Percentile by assets
- $37,362
- Avg per participant
Official DOL plan name: Colegio Marista Money Purchase Thrift Plan · Sponsored by Colegio Marista · Puerto Rico · Educational Services
$6M in assets, 152 participants
Colegio Marista's Colegio Marista Money Purchase Thrift Plan reported $6M in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- 53rd percentile by assets (of 139,126 plans)
- #1,516 in Educational Services (4,024 peers)
Colegio Marista multi-year trail
Colegio Marista's plans moved +24.9% in assets from 2022 to 2024; this filing shows Colegio Marista Money Purchase Thrift Plan at $6M / 152 participants.
- $6M
- total plan assets (2022 EOY)
- 152
- covered participants
- 53rd
- percentile by assets (of 139,126 plans)
- $37,362
- avg assets per participant
The plan reported a net loss of $228K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Colegio Marista across 3 plan years on file
Across the 3 plan years Colegio Marista has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $7M, a gain of 24.9%, while reported participants moved from 152 to 180 (+18.4%). Peak year by sponsor assets: 2024 ($7M); trough: 2022 ($6M).
Colegio Marista multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $6M |
| 2023 | 1 | 111 | $6M |
| 2024 | 1 | 180 | $7M |
Colegio Marista filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$228K |
| Employer EIN | 660263752 |
| Plan Effective Date | 1981-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Colegio Marista Money Purchase Thrift Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
- Jimenez, Graffam & Lausell Pension Plan $5M · 27
- Dr. Jose R. Cumba Retirement Plan $4M · 4
- San Pablo Pathology Group, Inc. Retirement Plan Series 94-999 $3M · 17
- Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust $3M · 309
- Gustavo Antonio Hernandez Maldonado Retirement Plan $3M · 6
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Colegio Marista Money Purchase Thrift Plan by total assets, not by location.
- Incentive Planning Corp. Retirement Plan (FL) $6M · 1
- Self-Help, Inc. Pension Plan (MA) $6M · 168
- Tri-Valley, Inc. Pension Trust (MA) $6M · 148
- O.P.C.M.I.a. Local 561 Retirement Plan (IN) $6M · 86
Frequently Asked Questions
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Multi-year trail
Ways to act on Colegio Marista Money Purchase Thrift Plan's numbers.
- By total assets, Colegio Marista Money Purchase Thrift Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Colegio Marista's sponsor-wide assets have grown 24.9% since 2022 across 3 plan years on file. More Educational Services plans