Money Purchase · DOL Form 5500 · 2023
Luis T. Gandia Mantaras Money Purchase Plan
Data updated 2026-08-25
- $193K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $48,127
- Avg per participant Low balance/head
Official DOL plan name: Luis T. Gandia Mantaras Retirement Plan · Sponsored by Luis T. Gandia Mantaras · Puerto Rico · Healthcare & Social Assistance
$193K in assets, 4 participants
Luis T. Gandia Mantaras's Luis T. Gandia Mantaras Retirement Plan reported $193K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.
- #1,272 in Healthcare & Social Assistance (17,684 peers)
Luis T. Gandia Mantaras multi-year trail
Luis T. Gandia Mantaras's plans moved +39.0% in assets from 2022 to 2024; this filing shows Luis T. Gandia Mantaras Retirement Plan at $193K / 4 participants.
- #1,272
- in Healthcare & Social Assistance (17,684 peers)
- +19.3%
- assets growth YoY
Luis T. Gandia Mantaras Retirement Plan among the smaller filed plans by assets
Luis T. Gandia Mantaras Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$192,507 10th percentile higher than 10% 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
Luis T. Gandia Mantaras 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. Luis T. Gandia Mantaras Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Luis T. Gandia Mantaras Retirement Plan reported net income rose from -$13K in the plan year 2022 filing to $31K in the plan year 2023 filing.
- Luis T. Gandia Mantaras Retirement Plan end-of-year assets rose from $161K in the plan year 2022 filing to $193K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 660862932 · Luis T. Gandia Mantaras PY 2023 · Money Purchase
Luis T. Gandia Mantaras Retirement Plan · $193K · 4 · 10th
- EOY $193K
- EOY 4
- EOY 10th
- EOY Money Purchase
- EOY near North Star Asset Management Money Purchase Pension Plan
- EOY ind #1272
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 →
Luis T. Gandia Mantaras Retirement Plan in the asset neighbourhood
Luis T. Gandia Mantaras multi-year asset trail
Sponsor-wide plan assets over time
All Luis T. Gandia Mantaras plans reported in each filing year
- Latest sponsor-wide plan assets
- $224K 38.97731708374897% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $161K |
| 2023 | 1 | 4 | $193K |
| 2024 | 1 | 4 | $224K |
Luis T. Gandia Mantaras filing trail (2023)
| Total Assets (Beginning of Year) | $161K |
|---|---|
| Net Assets (End of Year) | $193K |
| Net Income | $31K |
| Employer EIN | 660862932 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Luis T. Gandia Mantaras Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is North Star Asset Management Money Purchase Pension Plan in MA ($195K); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($193K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Unit Design Inc Mp (LA) 4 · 0 off
- Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan (NY) 4 · 0 off
- N.C. Cattlemens Association, Inc Pension Plan & Trust (NC) 4 · 0 off
- Linas a Sidrys Md (IL) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.