Money Purchase · DOL Form 5500 · 2023

Angel Gelpi Money Purchase Plan

Data updated 2026-08-25

$523K
Total assets Small plan by assets
9
Participants Small participant base
18th
Percentile by assets National rank
$58,143
Avg per participant Low balance/head
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Official DOL plan name: Angel L. Gelpi Guzman, Md Retirement Plan · Sponsored by Angel Gelpi · Puerto Rico · Healthcare & Social Assistance

$523K in assets, 9 participants

Angel Gelpi's Angel L. Gelpi Guzman, Md Retirement Plan reported $523K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,401 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Angel L. Gelpi Guzman, Md Retirement Plan holds $523K for 9 participants - about $58,143 per participant, among the smaller plans by assets on file.

#2,401
in Healthcare & Social Assistance (17,684 peers)
-1.8%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Angel L. Gelpi Guzman, Md Retirement Plan among the smaller filed plans by assets

Angel L. Gelpi Guzman, Md Retirement Plan vs every filed plan by assets

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

$523,291 18th percentile higher than 18% 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

Angel L. Gelpi Guzman, 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. Angel L. Gelpi Guzman, Md Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Angel L. Gelpi Guzman, Md Retirement Plan reported net income rose from -$38K in the plan year 2022 filing to -$10K in the plan year 2023 filing.
  • Angel L. Gelpi Guzman, Md Retirement Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Angel L. Gelpi Guzman, Md Retirement Plan end-of-year assets fell from $533K in the plan year 2022 filing to $523K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660488784 · Angel Gelpi PY 2023 · Money Purchase

Angel L. Gelpi Guzman, Md Retirement Plan · $523K · 9 · 18th

  • PART $523K
  • TYPE 9
  • NET 18th
  • BOOK Money Purchase
  • VS-ST near Rush Appliances, Inc. Profit Sharing Plan
  • BOY ind #2401

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 →

Angel L. Gelpi Guzman, Md Retirement Plan in the asset neighbourhood

Rush Appliances, Inc. Profit Sharing PlanRush Appliances, Inc. Profit…$527KAngel L. Gelpi Guzman, Md Retirement PlanAngel L. Gelpi Guzman, Md Re…$523KGerald L. Bowen, PC Money Purchase Pension PlanGerald L. Bowen, PC Money Pu…$515KApr Industries Inc Money Purchase PlanApr Industries Inc Money Pur…$514KPadula Construction Company Inc Money Purchase Plan and TrustPadula Construction Company …$514K
End-of-year total assets ($M) among Angel L. Gelpi Guzman, Md Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$533K
Net Assets (End of Year)$523K
Net Income-$10K
Employer EIN660488784
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Angel Gelpi)

Sponsor-wide plan assets over time

All Angel Gelpi plans reported in each filing year

Latest sponsor-wide plan assets
$558K 4.7052840379155105% vs 2022
2024 filing year
$0.5M$0.52M$0.54M$0.56M$0.58M 202220232024 $0.53M $0.56M ▲ +5.7%
Year Plans Participants Total Assets
2022 1 8 $533K
2023 1 9 $523K
2024 1 9 $558K

Nearby Money Purchase Plans in Puerto Rico

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

Angel L. Gelpi Guzman, Md Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Angel L. Gelpi Guzman, Md Retirement Plan, Total assets ($M): 0.523291 · Participants: 9Angel L. Gelpi Guzman, Md 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
Angel L. Gelpi Guzman, Md Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Angel L. Gelpi Guzman, Md Retirement Plan side-by-side with 3 peers →

Angel L. Gelpi Guzman, Md Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Rush Appliances, Inc. Profit Sharing Plan in IL ($527K); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Angel L. Gelpi Guzman, Md Retirement Plan assets move in 2023? ▼
Angel L. Gelpi Guzman, Md Retirement Plan edged down modestly - down 1.8% during 2023, from $533K to $523K. Reported net income was -$10K.
How have Angel Gelpi plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Angel Gelpi's sponsor-wide assets grew 4.7%, from $533K to $558K.
Where does Angel L. Gelpi Guzman, Md Retirement Plan rank by assets among Form 5500 filers? ▼
Angel L. Gelpi Guzman, Md Retirement Plan ranks in the 18th 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 Angel L. Gelpi Guzman, Md Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Rush Appliances, Inc. Profit Sharing Plan in IL ($527K, 11 participants).
Which Money Purchase plans cover a similar participant headcount to Angel L. Gelpi Guzman, Md Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Loberg & Loberg Money Purchase Plan in WI (9 participants, $2M 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 660488784.

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.