Money Purchase · DOL Form 5500 · 2023

Yaditza Colon Santini Money Purchase Plan

Data updated 2026-08-25

$475K
Total assets Small plan by assets
1
Participants Small participant base
17th
Percentile by assets National rank
$475,332
Avg per participant High balance/head
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Official DOL plan name: Yaditza Colon Santini Retirement Plan Trust · Sponsored by Yaditza Colon Santini · Puerto Rico · Healthcare & Social Assistance

$475K in assets, 1 participants

Yaditza Colon Santini's Yaditza Colon Santini Retirement Plan Trust reported $475K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,254 in Healthcare & Social Assistance (17,684 peers)

Yaditza Colon Santini multi-year trail

Yaditza Colon Santini's plans moved +50.9% in assets from 2022 to 2024; this filing shows Yaditza Colon Santini Retirement Plan Trust at $475K / 1 participant.

#2,254
in Healthcare & Social Assistance (17,684 peers)
+22.9%
assets growth YoY

Yaditza Colon Santini Retirement Plan Trust among the smaller filed plans by assets

Yaditza Colon Santini Retirement Plan Trust vs every filed plan by assets

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

$475,332 17th percentile higher than 17% 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

Yaditza Colon Santini Retirement Plan Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yaditza Colon Santini Retirement Plan Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yaditza Colon Santini Retirement Plan Trust reported net income rose from -$67K in the plan year 2022 filing to $89K in the plan year 2023 filing.
  • Yaditza Colon Santini Retirement Plan Trust end-of-year assets rose from $387K in the plan year 2022 filing to $475K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660508201 · Yaditza Colon Santini PY 2023 · Money Purchase

Yaditza Colon Santini Retirement Plan Trust · $475K · 1 · 17th

  • VS-ST $475K
  • VS-ST 1
  • VS-ST 17th
  • VS-ST Money Purchase
  • VS-ST near Sunny Isle Developers LLC Money Purchase Plan
  • VS-ST ind #2254

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 →

Yaditza Colon Santini Retirement Plan Trust in the asset neighbourhood

Pipefitters Local No 636 Retiree & Widow Benefit FundPipefitters Local No 636 Ret…$493KYaditza Colon Santini Retirement Plan TrustYaditza Colon Santini Retire…$475KSunny Isle Developers LLC Money Purchase PlanSunny Isle Developers LLC Mo…$476KManzoor H. Bhatti - Sep IRA$479KAnsonics Profit Sharing Plan$462K
End-of-year total assets ($M) among Yaditza Colon Santini Retirement Plan Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Yaditza Colon Santini multi-year asset trail

Sponsor-wide plan assets over time

All Yaditza Colon Santini plans reported in each filing year

Latest sponsor-wide plan assets
$584K 50.90659908978073% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.39M $0.58M ▲ +48.7%
Year Plans Participants Total Assets
2022 1 1 $387K
2023 1 1 $475K
2024 1 1 $584K

Yaditza Colon Santini filing trail (2023)

Total Assets (Beginning of Year)$387K
Net Assets (End of Year)$475K
Net Income$89K
Employer EIN660508201
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Yaditza Colon Santini Retirement Plan Trust vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Yaditza Colon Santini Retirement Plan Trust, Total assets ($M): 0.475332 · Participants: 1Yaditza Colon Santini Retirement Plan TrustColegio Marista Money Purchase Thrift Plan, Total assets ($M): 6.288531 · Participants: 111Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.660467 · Participants: 25Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 4.452966 · Participants: 68Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.889718 · Participants: 308Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.80284 · Participants: 4Dr. Jose R. Cumba Retirement Plan
Yaditza Colon Santini Retirement Plan Trust vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Yaditza Colon Santini Retirement Plan Trust side-by-side with 3 peers →

Yaditza Colon Santini Retirement Plan Trust's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Sunny Isle Developers LLC Money Purchase Plan in VI ($476K); by covered participants it is Steven R. Goldberg Esq. Money Purchase Plan in NJ (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($475K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Yaditza Colon Santini Retirement Plan Trust assets move in 2023? ▼
Yaditza Colon Santini Retirement Plan Trust grew sharply - up 22.9% during 2023, from $387K to $475K. Reported net income was $89K.
How have Yaditza Colon Santini plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yaditza Colon Santini's sponsor-wide assets grew 50.9%, from $387K to $584K.
Where does Yaditza Colon Santini Retirement Plan Trust rank by assets among Form 5500 filers? ▼
Yaditza Colon Santini Retirement Plan Trust ranks in the 17th 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 Money Purchase plans are similar in size to Yaditza Colon Santini Retirement Plan Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Sunny Isle Developers LLC Money Purchase Plan in VI ($476K, 9 participants).
Which Money Purchase plans cover a similar participant headcount to Yaditza Colon Santini Retirement Plan Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Steven R. Goldberg Esq. Money Purchase Plan in NJ (1 participant, $297K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660508201.

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.