401(k) · DOL Form 5500 · 2023

Mozart Advertising LLC 401(k) Plan

Data updated 2026-08-25

$260K
Total assets Small plan by assets
16
Participants Small participant base
13th
Percentile by assets National rank
$16,251
Avg per participant Low balance/head
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Official DOL plan name: Mozart Advertising Retirement Plan · Sponsored by Mozart Advertising LLC · Puerto Rico · Information & Media

$260K in assets, 16 participants

Mozart Advertising LLC's Mozart Advertising Retirement Plan reported $260K in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #186 in Information & Media (2,818 peers)

Mozart Advertising LLC multi-year trail

Mozart Advertising LLC's plans moved +134.3% in assets from 2022 to 2024; this filing shows Mozart Advertising Retirement Plan at $260K / 16 participants.

#186
in Information & Media (2,818 peers)
+53.3%
assets growth YoY

Mozart Advertising Retirement Plan among the smaller filed plans by assets

Mozart Advertising Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$260,023 13th percentile higher than 13% of 127,068 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 2023

Mozart Advertising Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mozart Advertising Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mozart Advertising Retirement Plan reported net income rose from $15K in the plan year 2022 filing to $90K in the plan year 2023 filing.
  • Mozart Advertising Retirement Plan end-of-year assets rose from $170K in the plan year 2022 filing to $260K in the plan year 2023 filing.
  • Mozart Advertising Retirement Plan reported participants fell from 22 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660819501 · Mozart Advertising LLC PY 2023 · 401(k)

Mozart Advertising Retirement Plan · $260K · 16 · 13th

  • 5500 $260K
  • ASSETS 16
  • PCT 13th
  • EIN 401(k)
  • RANK near Mad Dog Battery Retirement Plan
  • PHOTO ind #186

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 Information & Media retirement plans → · Plans in Puerto Rico →

Mozart Advertising Retirement Plan in the asset neighbourhood

Mozart Advertising Retirement PlanMozart Advertising Retiremen…$260KMad Dog Battery Retirement PlanMad Dog Battery Retirement P…$260KSalty Suit, Inc. Safe Harbor 401(k)Salty Suit, Inc. Safe Harbor…$260KDigit Masters, Inc. 401(k) PlanDigit Masters, Inc. 401(k) P…$260KBobcat North America, LLC$260K
End-of-year total assets ($M) among Mozart Advertising Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mozart Advertising LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mozart Advertising LLC plans reported in each filing year

Latest sponsor-wide plan assets
$784K 134.3071340033751% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.33M $0.78M ▲ +136.4%
Year Plans Participants Total Assets
2022 2 24 $335K
2023 2 18 $514K
2024 2 18 $784K

Mozart Advertising LLC filing trail (2023)

Total Assets (Beginning of Year)$170K
Net Assets (End of Year)$260K
Net Income$90K
Employer EIN660819501
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mozart Advertising Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Mozart Advertising Retirement Plan, Total assets ($M): 0.260023 · Participants: 16Mozart Advertising Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 385.326556 · Participants: 87Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 224.042082 · Participants: 679Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 187.642756 · Participants: 1601Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 149.554638 · Participants: 867Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 142.903396 · Participants: 2875Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Mozart Advertising Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

Mozart Advertising Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Mad Dog Battery Retirement Plan in CO ($260K); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($260K here).

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mozart Advertising Retirement Plan assets move in 2023?
Mozart Advertising Retirement Plan surged - up 53.3% during 2023, from $170K to $260K. Reported net income was $90K.
How have Mozart Advertising LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Mozart Advertising LLC's sponsor-wide assets grew 134.3%, from $335K to $784K.
Where does Mozart Advertising Retirement Plan rank by assets among Form 5500 filers?
Mozart Advertising Retirement Plan ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Mozart Advertising Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Mad Dog Battery Retirement Plan in CO ($260K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Mozart Advertising Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M in assets).