Profit Sharing · DOL Form 5500 · 2023
Dr. Angel M. Muntaner Morales Profit Sharing Plan
Data updated 2026-08-25
- $413K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $137,790
- Avg per participant Near avg balance/head
Official DOL plan name: Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 · Sponsored by Dr. Angel M. Muntaner Morales · Puerto Rico · Healthcare & Social Assistance
$413K in assets, 3 participants
Dr. Angel M. Muntaner Morales's Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 reported $413K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #2,057 in Healthcare & Social Assistance (17,684 peers)
Dr. Angel M. Muntaner Morales multi-year trail
Dr. Angel M. Muntaner Morales's plans moved +13.7% in assets from 2022 to 2024; this filing shows Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 at $413K / 3 participants.
- #2,057
- in Healthcare & Social Assistance (17,684 peers)
- +5.9%
- assets growth YoY
Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 among the smaller filed plans by assets
Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$413,370 16th percentile higher than 16% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 reported net income rose from -$113K in the plan year 2022 filing to $23K in the plan year 2023 filing.
- Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 end-of-year assets rose from $390K in the plan year 2022 filing to $413K in the plan year 2023 filing.
DOL schedule card
Filing strip 660502694 · Dr. Angel M. Muntaner Morales PY 2023 · Profit Sharing
Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 · $413K · 3 · 16th
- PHOTO $413K
- IND 3
- EOY 16th
- 5500 Profit Sharing
- ASSETS near Speak Softly Endeavors Inc. Retirement Plan
- PCT ind #2057
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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →
Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964 in the asset neighbourhood
Dr. Angel M. Muntaner Morales multi-year asset trail
Sponsor-wide plan assets over time
All Dr. Angel M. Muntaner Morales plans reported in each filing year
- Latest sponsor-wide plan assets
- $444K 13.67414317291758% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $390K |
| 2023 | 1 | 3 | $413K |
| 2024 | 1 | 3 | $444K |
Dr. Angel M. Muntaner Morales filing trail (2023)
| Total Assets (Beginning of Year) | $390K |
|---|---|
| Net Assets (End of Year) | $413K |
| Net Income | $23K |
| Employer EIN | 660502694 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Dr. Angel M. Muntaner Morales Retirement Plan Series 94-964's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Speak Softly Endeavors Inc. Retirement Plan in NJ ($414K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($413K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.