Money Purchase · DOL Form 5500 · 2023

Roberto Galindez Feliciano Money Purchase Plan

Data updated 2026-08-25

$154K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$154,203
Avg per participant Above avg balance/head
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Official DOL plan name: Roberto Galindez Profit Sharing Plan · Sponsored by Roberto Galindez Feliciano · Puerto Rico · Healthcare & Social Assistance

$154K in assets, 1 participants

Roberto Galindez Feliciano's Roberto Galindez Profit Sharing Plan reported $154K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,092 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Roberto Galindez Profit Sharing Plan pulled back noticeably 8.3% in 2023 ($168K → $154K) for 1 participant.

#1,092
in Healthcare & Social Assistance (17,684 peers)
-8.3%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roberto Galindez Profit Sharing Plan among the smaller filed plans by assets

Roberto Galindez Profit Sharing Plan vs every filed plan by assets

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

$154,203 9th percentile higher than 9% 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

Roberto Galindez Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roberto Galindez Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roberto Galindez Profit Sharing Plan reported net income rose from -$21K in the plan year 2022 filing to -$14K in the plan year 2023 filing.
  • Roberto Galindez Profit Sharing Plan end-of-year assets fell from $168K in the plan year 2022 filing to $154K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660448396 · Roberto Galindez Feliciano PY 2023 · Money Purchase

Roberto Galindez Profit Sharing Plan · $154K · 1 · 9th

  • RANK $154K
  • RANK 1
  • RANK 9th
  • RANK Money Purchase
  • RANK near Delta Pilots Defined Contribution Plan
  • RANK ind #1092

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 →

Roberto Galindez Profit Sharing Plan in the asset neighbourhood

Anesthesiology P.C. Money Purchase Pension PlanAnesthesiology P.C. Money Pu…$156KLocal 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019Local 976 I.L.a. Pension Fun…$158KRoberto Galindez Profit Sharing PlanRoberto Galindez Profit Shar…$154KDelta Pilots Defined Contribution PlanDelta Pilots Defined Contrib…$154KRancho Los Lobos, Inc. Money Purchase PlanRancho Los Lobos, Inc. Money…$153K
End-of-year total assets ($M) among Roberto Galindez Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Roberto Galindez Feliciano years around the 2023 move

Sponsor-wide plan assets over time

All Roberto Galindez Feliciano plans reported in each filing year

Latest sponsor-wide plan assets
$179K 6.176598262441502% vs 2022
2024 filing year
$0.14M$0.15M$0.16M$0.17M$0.18M$0.19M 202220232024 $0.17M $0.18M ▲ +5.9%
Year Plans Participants Total Assets
2022 1 1 $168K
2023 1 1 $154K
2024 1 1 $179K

2023 asset-move particulars

Total Assets (Beginning of Year)$168K
Net Assets (End of Year)$154K
Net Income-$14K
Employer EIN660448396
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Roberto Galindez Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Roberto Galindez Profit Sharing Plan, Total assets ($M): 0.154203 · Participants: 1Roberto Galindez Profit Sharing PlanColegio 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
Roberto Galindez Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Roberto Galindez Profit Sharing Plan side-by-side with 3 peers →

Roberto Galindez Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Delta Pilots Defined Contribution Plan in GA ($154K); by covered participants it is Steven R. Goldberg Esq. Money Purchase Plan in NJ (1 participant). Same-state nearby plans are listed separately above.

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 Roberto Galindez Profit Sharing Plan assets move in 2023? ▼
Roberto Galindez Profit Sharing Plan pulled back noticeably - down 8.3% during 2023, from $168K to $154K. Reported net income was -$14K.
How have Roberto Galindez Feliciano plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberto Galindez Feliciano's sponsor-wide assets grew 6.2%, from $168K to $179K.
Where does Roberto Galindez Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Roberto Galindez Profit Sharing Plan ranks in the 9th 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 Roberto Galindez Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Delta Pilots Defined Contribution Plan in GA ($154K, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Roberto Galindez Profit Sharing Plan? ▼
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 660448396.

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.