Money Purchase · DOL Form 5500 · 2024
Roberto Galindez Feliciano Money Purchase Plan
Data updated 2026-08-11
- $179K
- Total assets
- 1
- Participants
- 10th
- Percentile by assets
- $178,554
- Avg per participant
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.
- 10th percentile by assets (of 123,622 plans)
- #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.
- $179K
- total plan assets (2024 EOY)
- 1
- covered participants
- 10th
- percentile by assets (of 123,622 plans)
- $178,554
- avg assets per participant
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.
2024 asset move for Roberto Galindez Profit Sharing Plan
Year over year, total assets grew sharply from $154K at the start of 2024 to $179K at year-end (up 15.8%). Net assets closed at $179K; reported net income $24K.
Roberto Galindez Feliciano years around the 2024 move
| 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 EIN | 660448396 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Roberto Galindez Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Roberto Galindez Profit Sharing Plan assets move in 2024? ▼
How have Roberto Galindez Feliciano plan assets changed over time? ▼
Where does Roberto Galindez Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Roberto Galindez Profit Sharing Plan? ▼
Next read for Roberto Galindez Profit Sharing Plan
2024 change
Ways to act on Roberto Galindez Profit Sharing Plan's numbers.
- By total assets, Roberto Galindez Profit Sharing Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Roberto Galindez Feliciano's sponsor-wide assets have grown 6.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans