Profit Sharing · DOL Form 5500 · 2023

Jose M. Garcia Mateo Profit Sharing Plan

Data updated 2026-08-25

$827K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$275,812
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jose M. Garcia Mateo, Md Retirement Plan · Sponsored by Jose M. Garcia Mateo · Puerto Rico · Healthcare & Social Assistance

$827K in assets, 3 participants

Jose M. Garcia Mateo's Jose M. Garcia Mateo, Md Retirement Plan reported $827K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,113 in Healthcare & Social Assistance (17,684 peers)

Jose M. Garcia Mateo multi-year trail

Jose M. Garcia Mateo's plans moved +22.3% in assets from 2022 to 2024; this filing shows Jose M. Garcia Mateo, Md Retirement Plan at $827K / 3 participants.

#3,113
in Healthcare & Social Assistance (17,684 peers)
+8.2%
assets growth YoY

Jose M. Garcia Mateo, Md Retirement Plan among the smaller filed plans by assets

Jose M. Garcia Mateo, Md Retirement Plan vs every filed plan by assets

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

$827,437 22nd percentile higher than 22% 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

Jose M. Garcia Mateo, Md Retirement 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. Jose M. Garcia Mateo, Md Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jose M. Garcia Mateo, Md Retirement Plan reported net income rose from -$5K in the plan year 2022 filing to $63K in the plan year 2023 filing.
  • Jose M. Garcia Mateo, Md Retirement Plan end-of-year assets rose from $764K in the plan year 2022 filing to $827K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611452319 · Jose M. Garcia Mateo PY 2023 · Profit Sharing

Jose M. Garcia Mateo, Md Retirement Plan · $827K · 3 · 22nd

  • ASSETS $827K
  • ASSETS 3
  • ASSETS 22nd
  • ASSETS Profit Sharing
  • ASSETS near Codac, Inc. Retirement Plan
  • ASSETS ind #3113

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 →

Jose M. Garcia Mateo, Md Retirement Plan in the asset neighbourhood

Jose M. Garcia Mateo, Md Retirement PlanJose M. Garcia Mateo, Md Ret…$827KCodac, Inc. Retirement Plan$828KNew York Comprehensive Cardiology LLC 401 ( K ) Profit Sharing PlanNew York Comprehensive Cardi…$827KDuckworth Inc. Retirement PlanDuckworth Inc. Retirement Pl…$827KBloomfield Hand Specialists, P.C. Employees' Retirement Profit Sharing PlanBloomfield Hand Specialists,…$828K
End-of-year total assets ($M) among Jose M. Garcia Mateo, Md Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jose M. Garcia Mateo multi-year asset trail

Sponsor-wide plan assets over time

All Jose M. Garcia Mateo plans reported in each filing year

Latest sponsor-wide plan assets
$935K 22.26148178768962% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M 202220232024 $0.76M $0.93M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 3 $764K
2023 1 3 $827K
2024 1 3 $935K

Jose M. Garcia Mateo filing trail (2023)

Total Assets (Beginning of Year)$764K
Net Assets (End of Year)$827K
Net Income$63K
Employer EIN611452319
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Jose M. Garcia Mateo, Md Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose M. Garcia Mateo, Md Retirement Plan, Total assets ($M): 0.827437 · Participants: 3Jose M. Garcia Mateo, Md Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Jose M. Garcia Mateo, Md Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose M. Garcia Mateo, Md Retirement Plan side-by-side with 3 peers →

Jose M. Garcia Mateo, Md Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Codac, Inc. Retirement Plan in RI ($828K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Jose M. Garcia Mateo, Md Retirement Plan assets move in 2023? ▼
Jose M. Garcia Mateo, Md Retirement Plan grew at a solid clip - up 8.2% during 2023, from $764K to $827K. Reported net income was $63K.
How have Jose M. Garcia Mateo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose M. Garcia Mateo's sponsor-wide assets grew 22.3%, from $764K to $935K.
Where does Jose M. Garcia Mateo, Md Retirement Plan rank by assets among Form 5500 filers? ▼
Jose M. Garcia Mateo, Md Retirement Plan ranks in the 22nd 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 Profit Sharing plans are similar in size to Jose M. Garcia Mateo, Md Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Codac, Inc. Retirement Plan in RI ($828K, 122 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose M. Garcia Mateo, Md Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 611452319.

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.