Money Purchase · DOL Form 5500 · 2023
Ronald Monteverde Md PC Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 1
- Participants
- 34th
- Percentile by assets
- $2.7M
- Avg per participant
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.
- 34th percentile by assets (of 127,072 plans)
- #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.
- $3M
- total plan assets (2023 EOY)
- 1
- covered participants
- 34th
- percentile by assets (of 127,072 plans)
- $2.7M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Ronald Monteverde Md PC across 3 plan years on file
Across the 3 plan years Ronald Monteverde Md PC has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $5M, a gain of 29.0%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($5M); trough: 2022 ($4M).
Ronald Monteverde Md PC multi-year asset trail
| 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Money Purchase Plan Qrp Keogh by total assets, not by location.
Frequently Asked Questions
How did Money Purchase Plan Qrp Keogh assets move in 2023? ▼
How have Ronald Monteverde Md PC plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Money Purchase Plan Qrp Keogh? ▼
Next read for Money Purchase Plan Qrp Keogh
Multi-year trail
Ways to act on Money Purchase Plan Qrp Keogh's numbers.
- By total assets, Money Purchase Plan Qrp Keogh ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Mexico. Compare plans
- Ronald Monteverde Md PC's sponsor-wide assets have grown 29.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans