Money Purchase · DOL Form 5500 · 2023

Juan M. Garcia Merced Money Purchase Plan

Data updated 2026-08-25

$213K
Total assets Small plan by assets
5
Participants Small participant base
11th
Percentile by assets National rank
$42,582
Avg per participant Low balance/head
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Official DOL plan name: Juan M. Garcia Merced Retirement Plan · Sponsored by Juan M. Garcia Merced · Puerto Rico · Healthcare & Social Assistance

$213K in assets, 5 participants

Juan M. Garcia Merced's Juan M. Garcia Merced Retirement Plan reported $213K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,380 in Healthcare & Social Assistance (17,684 peers)

Juan M. Garcia Merced multi-year trail

Juan M. Garcia Merced's plans moved +17.9% in assets from 2022 to 2024; this filing shows Juan M. Garcia Merced Retirement Plan at $213K / 5 participants.

#1,380
in Healthcare & Social Assistance (17,684 peers)
+17.9%
assets growth YoY

Juan M. Garcia Merced Retirement Plan among the smaller filed plans by assets

Juan M. Garcia Merced Retirement Plan vs every filed plan by assets

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

$212,912 11th percentile higher than 11% 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

Juan M. Garcia Merced 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. Juan M. Garcia Merced Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Juan M. Garcia Merced Retirement Plan reported net income rose from -$30K in the plan year 2022 filing to $32K in the plan year 2023 filing.
  • Juan M. Garcia Merced Retirement Plan end-of-year assets rose from $181K in the plan year 2022 filing to $213K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660723171 · Juan M. Garcia Merced PY 2023 · Money Purchase

Juan M. Garcia Merced Retirement Plan · $213K · 5 · 11th

  • BOOK $213K
  • BOOK 5
  • BOOK 11th
  • BOOK Money Purchase
  • BOOK near Dra. Ivette Rosario Robles Retirement Plan
  • BOOK ind #1380

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 →

Juan M. Garcia Merced Retirement Plan in the asset neighbourhood

The Irons Law Firm Money Purchase PlanThe Irons Law Firm Money Pur…$216KJuan M. Garcia Merced Retirement PlanJuan M. Garcia Merced Retire…$213KDra. Ivette Rosario Robles Retirement PlanDra. Ivette Rosario Robles R…$212KIzak Herschitz Md PC Employees Money Purchase PlanIzak Herschitz Md PC Employe…$208KNeurosurgeons, Ltd. Money Purchase PlanNeurosurgeons, Ltd. Money Pu…$208K
End-of-year total assets ($M) among Juan M. Garcia Merced Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Juan M. Garcia Merced multi-year asset trail

Sponsor-wide plan assets over time

All Juan M. Garcia Merced plans reported in each filing year

Latest sponsor-wide plan assets
$213K 17.92477388409795% vs 2022
2024 filing year
$0.17M$0.18M$0.19M$0.2M$0.21M$0.22M 202220232024 $0.18M $0.21M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 5 $181K
2023 1 5 $213K
2024 1 5 $213K

Juan M. Garcia Merced filing trail (2023)

Total Assets (Beginning of Year)$181K
Net Assets (End of Year)$213K
Net Income$32K
Employer EIN660723171
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Juan M. Garcia Merced Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Juan M. Garcia Merced Retirement Plan, Total assets ($M): 0.212912 · Participants: 5Juan M. Garcia Merced Retirement 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
Juan M. Garcia Merced Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Juan M. Garcia Merced Retirement Plan side-by-side with 3 peers →

Juan M. Garcia Merced Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Dra. Ivette Rosario Robles Retirement Plan in FL ($212K); by covered participants it is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Juan M. Garcia Merced Retirement Plan assets move in 2023? ▼
Juan M. Garcia Merced Retirement Plan grew sharply - up 17.9% during 2023, from $181K to $213K. Reported net income was $32K.
How have Juan M. Garcia Merced plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Juan M. Garcia Merced's sponsor-wide assets grew 17.9%, from $181K to $213K.
Where does Juan M. Garcia Merced Retirement Plan rank by assets among Form 5500 filers? ▼
Juan M. Garcia Merced Retirement Plan ranks in the 11th 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 Juan M. Garcia Merced Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Dra. Ivette Rosario Robles Retirement Plan in FL ($212K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Juan M. Garcia Merced Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants, $925K 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 660723171.

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.