Money Purchase · DOL Form 5500 · 2023
Edwin Valentin Malave Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $354,670
- Avg per participant High balance/head
Official DOL plan name: Edwin Valentin Malave, Md Retirement Plan · Sponsored by Edwin Valentin Malave · Puerto Rico · Healthcare & Social Assistance
$2M in assets, 7 participants
Edwin Valentin Malave's Edwin Valentin Malave, Md Retirement Plan reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,808 in Healthcare & Social Assistance (17,684 peers)
Edwin Valentin Malave multi-year trail
Edwin Valentin Malave's plans moved +31.8% in assets from 2022 to 2024; this filing shows Edwin Valentin Malave, Md Retirement Plan at $2M / 7 participants.
- #5,808
- in Healthcare & Social Assistance (17,684 peers)
- +4.4%
- assets growth YoY
Edwin Valentin Malave, Md Retirement Plan among the smaller filed plans by assets
Edwin Valentin Malave, Md Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,482,687 33rd percentile higher than 33% 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
Edwin Valentin Malave, 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. Edwin Valentin Malave, Md Retirement Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Edwin Valentin Malave, Md Retirement Plan reported net income rose from -$414K in the plan year 2022 filing to $106K in the plan year 2023 filing.
- Edwin Valentin Malave, Md Retirement Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.
- Edwin Valentin Malave, Md Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 660564103 · Edwin Valentin Malave PY 2023 · Money Purchase
Edwin Valentin Malave, Md Retirement Plan · $2M · 7 · 33rd
- TYPE $2M
- NET 7
- BOOK 33rd
- VS-ST Money Purchase
- BOY near Lawrence-Lynch Corp. Pension Plan
- SCH ind #5808
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 →
Edwin Valentin Malave, Md Retirement Plan in the asset neighbourhood
Edwin Valentin Malave multi-year asset trail
Sponsor-wide plan assets over time
All Edwin Valentin Malave plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 31.842564363820546% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $2M |
| 2023 | 1 | 7 | $2M |
| 2024 | 1 | 7 | $3M |
Edwin Valentin Malave filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $106K |
| Employer EIN | 660564103 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Edwin Valentin Malave, Md Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Lawrence-Lynch Corp. Pension Plan in MA ($2M); by covered participants it is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust (TX) 7 · 0 off
- South Mesa Water Company Amended and Restated Money Purchase Plan (CA) 7 · 0 off
- Retirement Plan of Constance B. Mellon 1965 Trust (PA) 7 · 0 off
- Retirement Plan of Richard P. Mellon 1965 Trust (PA) 7 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.