Profit Sharing · DOL Form 5500 · 2023

Dr. Gary Montalvo Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$389,111
Avg per participant High balance/head
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Official DOL plan name: Gary Montalvo Profit Sharing Retirement Plan · Sponsored by Dr. Gary Montalvo · Puerto Rico · Other Services

$1M in assets, 3 participants

Dr. Gary Montalvo's Gary Montalvo Profit Sharing Retirement Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,904 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Gary Montalvo Profit Sharing Retirement Plan ranks #3,904 of 7,857 2023 filers by assets (1719% of the sector average)-$1M for 3 participants.

#3,904
in Other Services (7,857 peers)
+20.9%
assets growth YoY

Gary Montalvo Profit Sharing Retirement Plan among the smaller filed plans by assets

Gary Montalvo Profit Sharing Retirement Plan vs every filed plan by assets

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

$1,167,332 25th percentile higher than 25% 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

Gary Montalvo Profit Sharing 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. Gary Montalvo Profit Sharing Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gary Montalvo Profit Sharing Retirement Plan reported net income rose from -$431K in the plan year 2022 filing to $203K in the plan year 2023 filing.
  • Gary Montalvo Profit Sharing Retirement Plan end-of-year assets rose from $966K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660377090 · Dr. Gary Montalvo PY 2023 · Profit Sharing

Gary Montalvo Profit Sharing Retirement Plan · $1M · 3 · 25th

  • NET $1M
  • NET 3
  • NET 25th
  • NET Profit Sharing
  • NET near Strategix Management, LLC Pw Plan
  • NET ind #3904

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 Other Services retirement plans → · Plans in Puerto Rico →

Gary Montalvo Profit Sharing Retirement Plan in the asset neighbourhood

Gary Montalvo Profit Sharing Retirement PlanGary Montalvo Profit Sharing…$1MStrategix Management, LLC Pw PlanStrategix Management, LLC Pw…$1MSperry & Associates, Inc. Profit Sharing PlanSperry & Associates, Inc. Pr…$1MOpi New York Inc. Retirement PlanOpi New York Inc. Retirement…$1MSteven a Greenfield$1M
End-of-year total assets ($M) among Gary Montalvo Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$966K
Net Assets (End of Year)$1M
Net Income$203K
Employer EIN660377090
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dr. Gary Montalvo)

Sponsor-wide plan assets over time

All Dr. Gary Montalvo plans reported in each filing year

Latest sponsor-wide plan assets
$1M 35.68243758180222% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.97M $1.31M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 3 $966K
2023 1 3 $1M
2024 1 3 $1M

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Gary Montalvo Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Gary Montalvo Profit Sharing Retirement Plan, Total assets ($M): 1.167332 · Participants: 3Gary Montalvo Profit Sharing Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Gary Montalvo Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Gary Montalvo Profit Sharing Retirement Plan side-by-side with 3 peers →

Gary Montalvo Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Strategix Management, LLC Pw Plan in DC ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Gary Montalvo Profit Sharing Retirement Plan assets move in 2023? ▼
Gary Montalvo Profit Sharing Retirement Plan grew sharply - up 20.9% during 2023, from $966K to $1M. Reported net income was $203K.
How have Dr. Gary Montalvo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Gary Montalvo's sponsor-wide assets grew 35.7%, from $966K to $1M.
Where does Gary Montalvo Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Gary Montalvo Profit Sharing Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Gary Montalvo Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Strategix Management, LLC Pw Plan in DC ($1M, 359 participants).
Which Profit Sharing plans cover a similar participant headcount to Gary Montalvo Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 660377090.

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.