401(k) · DOL Form 5500 · 2024

Consultiva Wealth Management Corp 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
13
Participants Small participant base
24th
Percentile by assets National rank
$85,303
Avg per participant Below avg balance/head
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Official DOL plan name: Consultiva Wealth Management Retirement Plan · Sponsored by Consultiva Wealth Management Corp · Puerto Rico · Finance & Insurance

$1M in assets, 13 participants

Consultiva Wealth Management Corp's Consultiva Wealth Management Retirement Plan reported $1M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,200 in Finance & Insurance (8,549 peers)

Consultiva Wealth Management Corp multi-year trail

Consultiva Wealth Management Corp's plans moved +51.9% in assets from 2022 to 2024; this filing shows Consultiva Wealth Management Retirement Plan at $1M / 13 participants.

#1,200
in Finance & Insurance (8,549 peers)
+20.3%
assets growth YoY

Consultiva Wealth Management Retirement Plan among the smaller filed plans by assets

Consultiva Wealth Management Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,108,941 24th percentile higher than 24% of 123,620 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 2024

Consultiva Wealth Management Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consultiva Wealth Management Retirement Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Consultiva Wealth Management Retirement Plan end-of-year assets rose from $922K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660569863 · Consultiva Wealth Management Corp PY 2024 · 401(k)

Consultiva Wealth Management Retirement Plan · $1M · 13 · 24th

  • ASSETS $1M
  • ASSETS 13
  • ASSETS 24th
  • ASSETS 401(k)
  • ASSETS near Advanced Internal Medicine, PC 401(k) Plan
  • ASSETS ind #1200

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Consultiva Wealth Management Retirement Plan in the asset neighbourhood

Consultiva Wealth Management Retirement PlanConsultiva Wealth Management…$1MAdvanced Internal Medicine, PC 401(k) PlanAdvanced Internal Medicine, …$1MBecker Avionics Inc 401(k) Profit Sharing Plan & TrustBecker Avionics Inc 401(k) P…$1MSierra Investment Holdings, Inc. 401(k) Profit Sharing PlanSierra Investment Holdings, …$1MFunky Junque 401(k) Plan$1M
End-of-year total assets ($M) among Consultiva Wealth Management Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Consultiva Wealth Management Corp multi-year asset trail

Sponsor-wide plan assets over time

All Consultiva Wealth Management Corp plans reported in each filing year

Latest sponsor-wide plan assets
$1M 51.85564045682359% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.73M $1.11M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 13 $730K
2023 1 13 $922K
2024 1 13 $1M

Consultiva Wealth Management Corp filing trail (2024)

Total Assets (Beginning of Year)$922K
Net Assets (End of Year)$1M
Net Income$187K
Employer EIN660569863
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Consultiva Wealth Management Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Consultiva Wealth Management Retirement Plan, Total assets ($M): 1.108941 · Participants: 13Consultiva Wealth Management Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.418432 · Participants: 88Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 231.602491 · Participants: 542Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 199.102479 · Participants: 1552Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 170.397343 · Participants: 942Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 164.421743 · Participants: 2826Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Consultiva Wealth Management Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Consultiva Wealth Management Retirement Plan side-by-side with 3 peers →

Consultiva Wealth Management Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Advanced Internal Medicine, PC 401(k) Plan in AL ($1M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Consultiva Wealth Management Retirement Plan assets move in 2024? ▼
Consultiva Wealth Management Retirement Plan grew sharply - up 20.3% during 2024, from $922K to $1M. Reported net income was $187K.
How have Consultiva Wealth Management Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Consultiva Wealth Management Corp's sponsor-wide assets grew 51.9%, from $730K to $1M.
Where does Consultiva Wealth Management Retirement Plan rank by assets among Form 5500 filers? ▼
Consultiva Wealth Management Retirement Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Consultiva Wealth Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Internal Medicine, PC 401(k) Plan in AL ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Consultiva Wealth Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660569863.

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.