Money Purchase · DOL Form 5500 · 2023

Colegio Marista Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
111
Participants Small participant base
49th
Percentile by assets National rank
$56,653
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Colegio Marista Money Purchase Thrift Plan · Sponsored by Colegio Marista · Puerto Rico · Educational Services

$6M in assets, 111 participants

Colegio Marista's Colegio Marista Money Purchase Thrift Plan reported $6M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,248 in Educational Services (3,735 peers)

Colegio Marista multi-year trail

Colegio Marista's plans moved +24.9% in assets from 2022 to 2024; this filing shows Colegio Marista Money Purchase Thrift Plan at $6M / 111 participants.

#1,248
in Educational Services (3,735 peers)
+10.7%
assets growth YoY

Colegio Marista Money Purchase Thrift Plan's mid-pack asset rank among Educational Services and all filers

Colegio Marista Money Purchase Thrift Plan vs every filed plan by assets

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

$6,288,531 49th percentile higher than 49% 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

Colegio Marista Money Purchase Thrift 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. Colegio Marista Money Purchase Thrift Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Colegio Marista Money Purchase Thrift Plan reported net income rose from -$228K in the plan year 2022 filing to $610K in the plan year 2023 filing.
  • Colegio Marista Money Purchase Thrift Plan reported participants fell from 152 in the plan year 2022 filing to 111 in the plan year 2023 filing.
  • Colegio Marista Money Purchase Thrift Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660263752 · Colegio Marista PY 2023 · Money Purchase

Colegio Marista Money Purchase Thrift Plan · $6M · 111 · 49th

  • EBSA $6M
  • EBSA 111
  • EBSA 49th
  • EBSA Money Purchase
  • EBSA near The West Oakland Health Council Retirement Savings Plan
  • EBSA ind #1248

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 →

Colegio Marista Money Purchase Thrift Plan in the asset neighbourhood

Ida County Iowa Community Hospital Inc. Dba Horn Memorial Hospital Employees Pension PlanIda County Iowa Community Ho…$6MColegio Marista Money Purchase Thrift PlanColegio Marista Money Purcha…$6MThe West Oakland Health Council Retirement Savings PlanThe West Oakland Health Coun…$6MPainters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension PlanPainters and Allied Trades L…$6MDr Robert J Lynch Md Keogh$6M
End-of-year total assets ($M) among Colegio Marista Money Purchase Thrift Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Colegio Marista multi-year asset trail

Sponsor-wide plan assets over time

All Colegio Marista plans reported in each filing year

Latest sponsor-wide plan assets
$7M 24.878737240248704% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.68M $7.09M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 152 $6M
2023 1 111 $6M
2024 1 180 $7M

Colegio Marista filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$610K
Employer EIN660263752
Plan Effective Date1981-09-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Colegio Marista Money Purchase Thrift Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 34567 Total assets ($M) Participants Colegio Marista Money Purchase Thrift Plan, Total assets ($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 PlanGustavo Antonio Hernandez Maldonado Retirement Plan, Total assets ($M): 3.292505 · Participants: 6Gustavo Antonio Hernandez Maldonado Retirement Plan
Colegio Marista Money Purchase Thrift Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Colegio Marista Money Purchase Thrift Plan side-by-side with 3 peers →

Colegio Marista Money Purchase Thrift Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is The West Oakland Health Council Retirement Savings Plan in CA ($6M); by covered participants it is The Community School, Inc. 401(a) DC Plan in NJ (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Colegio Marista Money Purchase Thrift Plan assets move in 2023? ▼
Colegio Marista Money Purchase Thrift Plan grew at a solid clip - up 10.7% during 2023, from $6M to $6M. Reported net income was $610K.
How have Colegio Marista plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colegio Marista's sponsor-wide assets grew 24.9%, from $6M to $7M.
Which Money Purchase plans are similar in size to Colegio Marista Money Purchase Thrift Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The West Oakland Health Council Retirement Savings Plan in CA ($6M, 130 participants).
Which Money Purchase plans cover a similar participant headcount to Colegio Marista Money Purchase Thrift Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Community School, Inc. 401(a) DC Plan in NJ (111 participants, $19M 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 660263752.

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.