Money Purchase · DOL Form 5500 · 2023

Francisco Garcia Money Purchase Plan

Data updated 2026-08-25

$209K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$104,331
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dr. Francisco Garcia Cortes Retirement Plan · Sponsored by Francisco Garcia · Puerto Rico · Healthcare & Social Assistance

$209K in assets, 2 participants

Francisco Garcia's Dr. Francisco Garcia Cortes Retirement Plan reported $209K in total assets and 2 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.

  • #1,356 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Dr. Francisco Garcia Cortes Retirement Plan holds $209K for 2 participants - about $104,331 per participant, among the smaller plans by assets on file.

#1,356
in Healthcare & Social Assistance (17,684 peers)
-1.0%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dr. Francisco Garcia Cortes Retirement Plan among the smaller filed plans by assets

Dr. Francisco Garcia Cortes Retirement Plan vs every filed plan by assets

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

$208,661 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

Dr. Francisco Garcia Cortes 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. Dr. Francisco Garcia Cortes Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dr. Francisco Garcia Cortes Retirement Plan reported net income rose from -$8K in the plan year 2022 filing to -$2K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660448105 · Francisco Garcia PY 2023 · Money Purchase

Dr. Francisco Garcia Cortes Retirement Plan · $209K · 2 · 11th

  • IND $209K
  • EOY 2
  • 5500 11th
  • ASSETS Money Purchase
  • PCT near Izak Herschitz Md PC Employees Money Purchase Plan
  • EIN ind #1356

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 →

Dr. Francisco Garcia Cortes Retirement Plan in the asset neighbourhood

The Irons Law Firm Money Purchase PlanThe Irons Law Firm Money Pur…$216KDr. Francisco Garcia Cortes Retirement PlanDr. Francisco Garcia Cortes …$209KIzak Herschitz Md PC Employees Money Purchase PlanIzak Herschitz Md PC Employe…$208KNeurosurgeons, Ltd. Money Purchase PlanNeurosurgeons, Ltd. Money Pu…$208KDra. Ivette Rosario Robles Retirement PlanDra. Ivette Rosario Robles R…$212K
End-of-year total assets ($M) among Dr. Francisco Garcia Cortes Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$211K
Net Assets (End of Year)$209K
Net Income-$2K
Employer EIN660448105
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Francisco Garcia)

Sponsor-wide plan assets over time

All Francisco Garcia plans reported in each filing year

Latest sponsor-wide plan assets
$221K 4.819174181300427% vs 2022
2024 filing year
$0.21M$0.21M$0.22M$0.22M$0.23M 202220232024 $0.21M $0.22M ▲ +4.8%
Year Plans Participants Total Assets
2022 1 2 $211K
2023 1 2 $209K
2024 1 2 $221K

Nearby Money Purchase Plans in Puerto Rico

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

Dr. Francisco Garcia Cortes Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Dr. Francisco Garcia Cortes Retirement Plan, Total assets ($M): 0.208661 · Participants: 2Dr. Francisco Garcia Cortes 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
Dr. Francisco Garcia Cortes Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Dr. Francisco Garcia Cortes Retirement Plan side-by-side with 3 peers →

Dr. Francisco Garcia Cortes Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Izak Herschitz Md PC Employees Money Purchase Plan in NY ($208K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Dr. Francisco Garcia Cortes Retirement Plan assets move in 2023? ▼
Dr. Francisco Garcia Cortes Retirement Plan held essentially flat - down 1.0% during 2023, from $211K to $209K. Reported net income was -$2K.
How have Francisco Garcia plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Francisco Garcia's sponsor-wide assets grew 4.8%, from $211K to $221K.
Where does Dr. Francisco Garcia Cortes Retirement Plan rank by assets among Form 5500 filers? ▼
Dr. Francisco Garcia Cortes 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 Dr. Francisco Garcia Cortes Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Izak Herschitz Md PC Employees Money Purchase Plan in NY ($208K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Dr. Francisco Garcia Cortes Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 660448105.

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.