Money Purchase · DOL Form 5500 · 2022

Colegio Marista Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
152
Participants Small participant base
53rd
Percentile by assets National rank
$37,362
Avg per participant Low balance/head
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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.

  • #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.

#1,516
in Educational Services (4,024 peers)
-3.9%
assets change YoY

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 Money Purchase Thrift Plan's mid-pack asset rank among Educational Services and all filers

Colegio Marista Money Purchase Thrift Plan vs every filed plan by assets

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

$5,678,990 Top 47% higher than 53% 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

Colegio Marista Money Purchase Thrift Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colegio Marista Money Purchase Thrift Plan sits mid-pack in the medium band (152 participants).

DOL schedule card

Filing strip 660263752 · Colegio Marista PY 2022 · Money Purchase

Colegio Marista Money Purchase Thrift Plan · $6M · 152 · 53rd

  • PHOTO $6M
  • IND 152
  • EOY 53rd
  • 5500 Money Purchase
  • ASSETS near Incentive Planning Corp. Retirement Plan
  • PCT ind #1516

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 Educational Services retirement plans → · Plans in Puerto Rico →

Colegio Marista Money Purchase Thrift Plan in the asset neighbourhood

O.P.C.M.I.a. Local 561 Retirement PlanO.P.C.M.I.a. Local 561 Retir…$6MTri-Valley, Inc. Pension TrustTri-Valley, Inc. Pension Tru…$6MColegio Marista Money Purchase Thrift PlanColegio Marista Money Purcha…$6MIncentive Planning Corp. Retirement PlanIncentive Planning Corp. Ret…$6MSelf-Help, Inc. Pension Plan$6M
End-of-year total assets ($M) among Colegio Marista Money Purchase Thrift Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Colegio Marista multi-year asset trail

Sponsor-wide plan assets over time

All Colegio Marista plans reported in each filing year

Latest sponsor-wide plan assets
$7M 24.878737240248704% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.68M $7.09M ▲ +24.8%
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 EIN660263752
Plan Effective Date1981-09-01
Filing StatusFILING 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 Scatter plot of 6 data points. -1000100200300400 23456 Total assets ($M) Participants Colegio Marista Money Purchase Thrift Plan, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & Lausell Pension PlanDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Retirement PlanSan Pablo Pathology Group, Inc. Retirement Plan Series 94-999, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology Group, Inc. Retirement Plan Series 94-999Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.079848 · Participants: 309Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustGustavo Antonio Hernandez Maldonado Retirement Plan, Total assets ($M): 2.931478 · Participants: 6Gustavo Antonio Hernandez Maldonado Retirement Plan
Colegio Marista Money Purchase Thrift Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Colegio Marista Money Purchase Thrift Plan side-by-side with 3 peers →

Colegio Marista Money Purchase Thrift Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Incentive Planning Corp. Retirement Plan in FL ($6M); by covered participants it is Ysk Corporation Money Purchase Pension Plan in OH (152 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Colegio Marista Money Purchase Thrift Plan assets move in 2022? ▼
Colegio Marista Money Purchase Thrift Plan edged down modestly - down 3.9% during 2022, from $6M to $6M. Reported net income was -$228K.
How have Colegio Marista plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colegio Marista's sponsor-wide assets grew 24.9%, from $6M to $7M.
Which Money Purchase plans are similar in size to Colegio Marista Money Purchase Thrift Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Incentive Planning Corp. Retirement Plan in FL ($6M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Colegio Marista Money Purchase Thrift Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ysk Corporation Money Purchase Pension Plan in OH (152 participants, $2M 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 660263752.

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.