Money Purchase · DOL Form 5500 · 2023

Ronald Monteverde Md PC Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 1
Participants Small participant base: 34th
Percentile by assets National rank: $2.7M
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Money Purchase Plan Qrp Keogh · Sponsored by Ronald Monteverde Md PC · New Mexico · Healthcare & Social Assistance

$3M in assets, 1 participants

Ronald Monteverde Md PC's Money Purchase Plan Qrp Keogh reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

#6,128 in Healthcare & Social Assistance (17,684 peers)

Ronald Monteverde Md PC multi-year trail

Ronald Monteverde Md PC's plans moved +29.0% in assets from 2022 to 2024; this filing shows Money Purchase Plan Qrp Keogh at $3M / 1 participant.

#6,128
in Healthcare & Social Assistance (17,684 peers): +21.2%
assets growth YoY

Money Purchase Plan Qrp Keogh's mid-pack asset rank among Healthcare & Social Assistance and all filers

Money Purchase Plan Qrp Keogh vs every filed plan by assets

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

$2,713,786 34th percentile higher than 34% 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

Money Purchase Plan Qrp Keogh among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Money Purchase Plan Qrp Keogh is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Money Purchase Plan Qrp Keogh reported net income rose from -$13K in the plan year 2022 filing to $475K in the plan year 2023 filing.
Money Purchase Plan Qrp Keogh end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 850332961 · Ronald Monteverde Md PC PY 2023 · Money Purchase

Money Purchase Plan Qrp Keogh · $3M · 1 · 34th

EOY $3M
EOY 1
EOY 34th
EOY Money Purchase
EOY near Charles B Mallin Dds PC Pension Plan and Trust
EOY ind #6128

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 New Mexico →

End-of-year total assets ($M) among Money Purchase Plan Qrp Keogh and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Ronald Monteverde Md PC multi-year asset trail

Latest sponsor-wide plan assets: $5M 28.95147445344191% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	2	$4M
2023	2	2	$5M
2024	2	2	$5M

Ronald Monteverde Md PC filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$475K
Employer EIN	850332961
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in New Mexico

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

Money Purchase Plan Qrp Keogh vs. nearby Money Purchase plans in New Mexico, assets vs. participants

Plumbers & Pipefitters Lu 286 Money Purchase Plan $169M · 3,203
Santa Fe Institute Money Purchase Plan $5M · 13
La Mesa Farms Money Purchase Pension Plan and Trus $2M · 1

Compare Money Purchase Plan Qrp Keogh side-by-side with 3 peers →

Money Purchase Plan Qrp Keogh's out-of-state Money Purchase peers by assets and headcount

Outside New Mexico, the nearest Money Purchase by assets is Charles B Mallin Dds PC Pension Plan and Trust in MO ($3M); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Charles B Mallin Dds PC Pension Plan and Trust (MO) $3M · 4
Money Purchase Pension Plan (MD) $3M · 2
The Contractors Retirement Plan (CO) $3M · 166
Line and Space LLC Money Purchase Plan (AZ) $3M · 12

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Lmr Retirement Plan (PR) 1 · 0 off
Steven R. Goldberg Esq. Money Purchase Plan (NJ) 1 · 0 off
Jose Hernandez Retirement Plan (PR) 1 · 0 off
Trinity Episcopal Church Money Purchase Plan (CT) 1 · 0 off

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 Money Purchase Plan Qrp Keogh assets move in 2023? ▼

Money Purchase Plan Qrp Keogh grew sharply - up 21.2% during 2023, from $2M to $3M. Reported net income was $475K.

How have Ronald Monteverde Md PC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ronald Monteverde Md PC's sponsor-wide assets grew 29.0%, from $4M to $5M.

Which Money Purchase plans are similar in size to Money Purchase Plan Qrp Keogh? ▼

Among Money Purchase plans in other states, the closest by assets is Charles B Mallin Dds PC Pension Plan and Trust in MO ($3M, 4 participants).

Which Money Purchase plans cover a similar participant headcount to Money Purchase Plan Qrp Keogh? ▼

Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K 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 850332961.