Money Purchase · DOL Form 5500 · 2023

Luis R Gonzalez Argueso Money Purchase Plan

Data updated 2026-08-25

$12K
Total assets Small plan by assets
1
Participants Small participant base
2nd
Percentile by assets National rank
$11,525
Avg per participant Low balance/head
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Official DOL plan name: Luis R Gonzalez Argueso Profit Sharing Plan · Sponsored by Luis R Gonzalez Argueso · Puerto Rico · Professional & Technical Services

$12K in assets, 1 participants

Luis R Gonzalez Argueso's Luis R Gonzalez Argueso Profit Sharing Plan reported $12K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #315 in Professional & Technical Services (20,321 peers)

Luis R Gonzalez Argueso multi-year trail

Luis R Gonzalez Argueso's plans moved +16.8% in assets from 2022 to 2024; this filing shows Luis R Gonzalez Argueso Profit Sharing Plan at $12K / 1 participant.

#315
in Professional & Technical Services (20,321 peers)
-10.2%
assets change YoY

The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Luis R Gonzalez Argueso Profit Sharing Plan among the smaller filed plans by assets

Luis R Gonzalez Argueso Profit Sharing Plan vs every filed plan by assets

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

$11,525 2nd percentile higher than 2% 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

Luis R Gonzalez Argueso 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. Luis R Gonzalez Argueso 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

  • Luis R Gonzalez Argueso Profit Sharing Plan reported net income rose from -$7K in the plan year 2022 filing to -$1K in the plan year 2023 filing.
  • Luis R Gonzalez Argueso Profit Sharing Plan end-of-year assets fell from $13K in the plan year 2022 filing to $12K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660661402 · Luis R Gonzalez Argueso PY 2023 · Money Purchase

Luis R Gonzalez Argueso Profit Sharing Plan · $12K · 1 · 2nd

  • PCT $12K
  • PCT 1
  • PCT 2nd
  • PCT Money Purchase
  • PCT near Karen M Burns - Books and People Mp Keough
  • PCT ind #315

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Luis R Gonzalez Argueso Profit Sharing Plan in the asset neighbourhood

Rio Doce America Pension Plan$16KMoney Purchase Plan$17KLuis R Gonzalez Argueso Profit Sharing PlanLuis R Gonzalez Argueso Prof…$12KKaren M Burns - Books and People Mp KeoughKaren M Burns - Books and Pe…$11KCarl Rose & Sons, Inc. Money Purchase Pension PlanCarl Rose & Sons, Inc. Money…$6K
End-of-year total assets ($M) among Luis R Gonzalez Argueso Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Luis R Gonzalez Argueso multi-year asset trail

Sponsor-wide plan assets over time

All Luis R Gonzalez Argueso plans reported in each filing year

Latest sponsor-wide plan assets
$15K 16.840629381523602% vs 2022
2024 filing year
$0.01M$0.01M$0.02M$0.02M$0.03M 202220232024 $0.01M $0.02M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 1 $13K
2023 1 1 $12K
2024 1 1 $15K

Luis R Gonzalez Argueso filing trail (2023)

Total Assets (Beginning of Year)$13K
Net Assets (End of Year)$12K
Net Income-$1K
Employer EIN660661402
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Luis R Gonzalez Argueso Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Luis R Gonzalez Argueso Profit Sharing Plan, Total assets ($M): 0.011525 · Participants: 1Luis R Gonzalez Argueso 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
Luis R Gonzalez Argueso Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Luis R Gonzalez Argueso Profit Sharing Plan side-by-side with 3 peers →

Luis R Gonzalez Argueso Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Karen M Burns - Books and People Mp Keough in MA ($11K); 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 ($12K 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 Luis R Gonzalez Argueso Profit Sharing Plan assets move in 2023? ▼
Luis R Gonzalez Argueso Profit Sharing Plan pulled back noticeably - down 10.2% during 2023, from $13K to $12K. Reported net income was -$1K.
How have Luis R Gonzalez Argueso plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luis R Gonzalez Argueso's sponsor-wide assets grew 16.8%, from $13K to $15K.
Where does Luis R Gonzalez Argueso Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Luis R Gonzalez Argueso Profit Sharing Plan ranks in the 2nd 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 Luis R Gonzalez Argueso Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Karen M Burns - Books and People Mp Keough in MA ($11K, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Luis R Gonzalez Argueso 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 660661402.

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.