Money Purchase · DOL Form 5500 · 2024

Roberto Galindez Feliciano Money Purchase Plan

Data updated 2026-08-25

$179K
Total assets Small plan by assets
1
Participants Small participant base
10th
Percentile by assets National rank
$178,554
Avg per participant Above avg balance/head
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Official DOL plan name: Roberto Galindez Profit Sharing Plan · Sponsored by Roberto Galindez Feliciano · Puerto Rico · Healthcare & Social Assistance

$179K in assets, 1 participants

Roberto Galindez Feliciano's Roberto Galindez Profit Sharing Plan reported $179K in total assets and 1 participant in its 2024 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.

  • #1,132 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Roberto Galindez Profit Sharing Plan grew sharply 15.8% in 2024 ($154K → $179K) for 1 participant.

#1,132
in Healthcare & Social Assistance (16,916 peers)
+15.8%
assets growth YoY

Roberto Galindez Profit Sharing Plan among the smaller filed plans by assets

Roberto Galindez Profit Sharing Plan vs every filed plan by assets

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

$178,554 10th percentile higher than 10% 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

Roberto Galindez Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roberto Galindez Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roberto Galindez Profit Sharing Plan reported net income rose from -$14K in the plan year 2023 filing to $24K in the plan year 2024 filing.
  • Roberto Galindez Profit Sharing Plan end-of-year assets rose from $154K in the plan year 2023 filing to $179K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660448396 · Roberto Galindez Feliciano PY 2024 · Money Purchase

Roberto Galindez Profit Sharing Plan · $179K · 1 · 10th

  • PART $179K
  • TYPE 1
  • NET 10th
  • BOOK Money Purchase
  • VS-ST near Dr Martha Ann Flowers Md Basic Plan
  • BOY ind #1132

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 →

Roberto Galindez Profit Sharing Plan in the asset neighbourhood

Roberto Galindez Profit Sharing PlanRoberto Galindez Profit Shar…$179KDr Martha Ann Flowers Md Basic PlanDr Martha Ann Flowers Md Bas…$177KThomas a Nitta Cpa Profit Sharing Plan Profit Sharing PlanThomas a Nitta Cpa Profit Sh…$180KRetirement Plan of Armour N. Mellon Separate Trust No. 1Retirement Plan of Armour N.…$175KPanama City Employers-Ala Local Number 1482 Money Purchase Pension PlanPanama City Employers-Ala Lo…$182K
End-of-year total assets ($M) among Roberto Galindez Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Roberto Galindez Feliciano years around the 2024 move

Sponsor-wide plan assets over time

All Roberto Galindez Feliciano plans reported in each filing year

Latest sponsor-wide plan assets
$179K 6.176598262441502% vs 2022
2024 filing year
$0.14M$0.15M$0.16M$0.17M$0.18M$0.19M 202220232024 $0.17M $0.18M ▲ +5.9%
Year Plans Participants Total Assets
2022 1 1 $168K
2023 1 1 $154K
2024 1 1 $179K

2024 asset-move particulars

Total Assets (Beginning of Year)$154K
Net Assets (End of Year)$179K
Net Income$24K
Employer EIN660448396
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Roberto Galindez Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Roberto Galindez Profit Sharing Plan, Total assets ($M): 0.178554 · Participants: 1Roberto Galindez Profit Sharing PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 7.091851 · Participants: 180Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.421253 · Participants: 26Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 5.314325 · Participants: 78Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 4.820148 · Participants: 349Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustGustavo Antonio Hernandez Maldonado Retirement Plan, Total assets ($M): 3.591599 · Participants: 6Gustavo Antonio Hernandez Maldonado Retirement Plan
Roberto Galindez Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Roberto Galindez Profit Sharing Plan side-by-side with 3 peers →

Roberto Galindez Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Dr Martha Ann Flowers Md Basic Plan in AR ($177K); by covered participants it is Robert Duane Ralston Pension Plan in IL (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Roberto Galindez Profit Sharing Plan assets move in 2024? ▼
Roberto Galindez Profit Sharing Plan grew sharply - up 15.8% during 2024, from $154K to $179K. Reported net income was $24K.
How have Roberto Galindez Feliciano plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberto Galindez Feliciano's sponsor-wide assets grew 6.2%, from $168K to $179K.
Where does Roberto Galindez Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Roberto Galindez Profit Sharing Plan ranks in the 10th 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 Money Purchase plans are similar in size to Roberto Galindez Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Dr Martha Ann Flowers Md Basic Plan in AR ($177K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Roberto Galindez Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Robert Duane Ralston Pension Plan in IL (1 participant, 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 660448396.

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.