Profit Sharing · DOL Form 5500 · 2023

Jose M. Garcia Carcia Profit Sharing Plan

Data updated 2026-08-25

$896K
Total assets Small plan by assets
3
Participants Small participant base
23rd
Percentile by assets National rank
$298,818
Avg per participant High balance/head
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Official DOL plan name: Jose M. Garcia, Md Defined Contribution Pension Plan · Sponsored by Jose M. Garcia Carcia · Puerto Rico · Healthcare & Social Assistance

$896K in assets, 3 participants

Jose M. Garcia Carcia's Jose M. Garcia, Md Defined Contribution Pension Plan reported $896K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,248 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Jose M. Garcia, Md Defined Contribution Pension Plan holds $896K for 3 participants - about $298,818 per participant, among the smaller plans by assets on file.

#3,248
in Healthcare & Social Assistance (17,684 peers)
+1.4%
assets growth YoY

Jose M. Garcia, Md Defined Contribution Pension Plan among the smaller filed plans by assets

Jose M. Garcia, Md Defined Contribution Pension Plan vs every filed plan by assets

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

$896,455 23rd percentile higher than 23% 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, Md Defined Contribution Pension 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, Md Defined Contribution Pension 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, Md Defined Contribution Pension Plan reported net income fell from $34K in the plan year 2022 filing to $13K in the plan year 2023 filing.
  • Jose M. Garcia, Md Defined Contribution Pension Plan end-of-year assets rose from $884K in the plan year 2022 filing to $896K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660497263 · Jose M. Garcia Carcia PY 2023 · Profit Sharing

Jose M. Garcia, Md Defined Contribution Pension Plan · $896K · 3 · 23rd

  • PCT $896K
  • EIN 3
  • RANK 23rd
  • PHOTO Profit Sharing
  • IND near Ladue Family Animal Services Inc. Retirement Plan
  • EOY ind #3248

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, Md Defined Contribution Pension Plan in the asset neighbourhood

Jose M. Garcia, Md Defined Contribution Pension PlanJose M. Garcia, Md Defined C…$896KLadue Family Animal Services Inc. Retirement PlanLadue Family Animal Services…$896KAbby's Parkside Nursery & Florist Inc Profit Sharing PlanAbby's Parkside Nursery & Fl…$897KIsland Life Graphics Inc. Retirement PlanIsland Life Graphics Inc. Re…$895KBoswell Interests, Ltd. Profit Sharing PlanBoswell Interests, Ltd. Prof…$898K
End-of-year total assets ($M) among Jose M. Garcia, Md Defined Contribution Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$884K
Net Assets (End of Year)$896K
Net Income$13K
Employer EIN660497263
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jose M. Garcia Carcia)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$940K 6.377043503452709% vs 2022
2024 filing year
$0.86M$0.88M$0.9M$0.92M$0.94M$0.96M 202220232024 $0.88M $0.94M ▲ +6.8%
Year Plans Participants Total Assets
2022 1 3 $884K
2023 1 3 $896K
2024 1 3 $940K

Nearby Profit Sharing Plans in Puerto Rico

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

Jose M. Garcia, Md Defined Contribution Pension Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Jose M. Garcia, Md Defined Contribution Pension Plan, Total assets ($M): 0.896455 · Participants: 3Jose M. Garcia, Md Defined Contribution Pension 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, Md Defined Contribution Pension Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose M. Garcia, Md Defined Contribution Pension Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest Profit Sharing by assets is Ladue Family Animal Services Inc. Retirement Plan in UT ($896K); 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, Md Defined Contribution Pension Plan assets move in 2023? ▼
Jose M. Garcia, Md Defined Contribution Pension Plan edged up modestly - up 1.4% during 2023, from $884K to $896K. Reported net income was $13K.
How have Jose M. Garcia Carcia plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose M. Garcia Carcia's sponsor-wide assets grew 6.4%, from $884K to $940K.
Where does Jose M. Garcia, Md Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼
Jose M. Garcia, Md Defined Contribution Pension Plan ranks in the 23rd 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, Md Defined Contribution Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ladue Family Animal Services Inc. Retirement Plan in UT ($896K, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose M. Garcia, Md Defined Contribution Pension 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 660497263.

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.