401(k) · DOL Form 5500 · 2023
Programa Head Start Municipio Autonomo De Caguas 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 396
- Participants Below avg headcount
- 45th
- Percentile by assets National rank
- $13,148
- Avg per participant Low balance/head
Official DOL plan name: Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan · Sponsored by Programa Head Start Municipio Autonomo De Caguas · Puerto Rico · Educational Services
$5M in assets, 396 participants
Programa Head Start Municipio Autonomo De Caguas's Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan reported $5M in total assets and 396 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #1,128 in Educational Services (3,735 peers)
Coverage in Puerto Rico
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan covers 396 participants in Puerto Rico, 4.4x the typical Puerto Rico plan (state average ~89 per filing). Assets: $5M.
- #1,128
- in Educational Services (3,735 peers)
- +18.1%
- assets growth YoY
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan's mid-pack asset rank among Educational Services and all filers
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,206,592 45th percentile higher than 45% 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
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan sits mid-pack in the medium band (396 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan reported net income rose from -$450K in the plan year 2022 filing to $798K in the plan year 2023 filing.
- Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan reported participants fell from 427 in the plan year 2022 filing to 396 in the plan year 2023 filing.
DOL schedule card
Filing strip 660433568 · Programa Head Start Municipio Autonomo De Caguas PY 2023 · 401(k)
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan · $5M · 396 · 45th
- EBSA $5M
- PART 396
- TYPE 45th
- NET 401(k)
- BOOK near Bargmann Hendrie & Archetype, Inc. 401(k) Plan
- VS-ST ind #1128
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 Educational Services retirement plans → · Plans in Puerto Rico →
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $798K |
| Employer EIN | 660433568 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Programa Head Start Municipio Autonomo De Caguas)
Sponsor-wide plan assets over time
All Programa Head Start Municipio Autonomo De Caguas plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 37.723709523846246% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 427 | $4M |
| 2023 | 1 | 396 | $5M |
| 2024 | 1 | 390 | $6M |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $385M · 87
- Msd Puerto Rico Savings and Security Plan $224M · 679
- Inter American University of Pr Defined Contribution Retirement Plan $188M · 1,601
- Popular, Inc. USA 401(k) Savings & Investment Plan $150M · 867
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $143M · 2,875
Programa Head Start Municipio Autonomo De Caguas Money Purchase Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Bargmann Hendrie & Archetype, Inc. 401(k) Plan in MA ($5M); by covered participants it is Integracare 401(k) Savings Plan in PA (396 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (396 participants); asset peers above are excluded.
- Integracare 401(k) Savings Plan (PA) 396 · 0 off
- Watson Realty Corp. 401(k) Plan (FL) 396 · 0 off
- Micrometl Corporation 401(k) Plan (IN) 396 · 0 off
- Southeast Christian Church Restated Retirement and Savings Plan (KY) 396 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.