Money Purchase · DOL Form 5500 · 2024

Yaditza Colon Santini Money Purchase Plan

Data updated 2026-08-25

$584K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$583,586
Avg per participant High balance/head
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Official DOL plan name: Yaditza Colon Santini Retirement Plan Trust · Sponsored by Yaditza Colon Santini · Puerto Rico · Healthcare & Social Assistance

$584K in assets, 1 participants

Yaditza Colon Santini's Yaditza Colon Santini Retirement Plan Trust reported $584K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,424 in Healthcare & Social Assistance (16,916 peers)

Yaditza Colon Santini multi-year trail

Yaditza Colon Santini's plans moved +50.9% in assets from 2022 to 2024; this filing shows Yaditza Colon Santini Retirement Plan Trust at $584K / 1 participant.

#2,424
in Healthcare & Social Assistance (16,916 peers)
+22.8%
assets growth YoY

Yaditza Colon Santini Retirement Plan Trust among the smaller filed plans by assets

Yaditza Colon Santini Retirement Plan Trust vs every filed plan by assets

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

$583,586 19th percentile higher than 19% 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

Yaditza Colon Santini Retirement Plan Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yaditza Colon Santini Retirement Plan Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Yaditza Colon Santini Retirement Plan Trust end-of-year assets rose from $475K in the plan year 2023 filing to $584K in the plan year 2024 filing.
  • Yaditza Colon Santini Retirement Plan Trust reported net income rose from $89K in the plan year 2023 filing to $108K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660508201 · Yaditza Colon Santini PY 2024 · Money Purchase

Yaditza Colon Santini Retirement Plan Trust · $584K · 1 · 19th

  • ASSETS $584K
  • PCT 1
  • EIN 19th
  • RANK Money Purchase
  • PHOTO near Willow View Mental Health System Employees' Pension Plan
  • IND ind #2424

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 →

Yaditza Colon Santini Retirement Plan Trust in the asset neighbourhood

The Georgetown Group, Inc. Money Purchase PlanThe Georgetown Group, Inc. M…$591KYaditza Colon Santini Retirement Plan TrustYaditza Colon Santini Retire…$584KWillow View Mental Health System Employees' Pension PlanWillow View Mental Health Sy…$583KSunny Isle Devekopers LLC Money Purchase PlanSunny Isle Devekopers LLC Mo…$574KDavid R. Pfaff Md Money Purchase Pension PlanDavid R. Pfaff Md Money Purc…$570K
End-of-year total assets ($M) among Yaditza Colon Santini Retirement Plan Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Yaditza Colon Santini multi-year asset trail

Sponsor-wide plan assets over time

All Yaditza Colon Santini plans reported in each filing year

Latest sponsor-wide plan assets
$584K 50.90659908978073% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.39M $0.58M ▲ +48.7%
Year Plans Participants Total Assets
2022 1 1 $387K
2023 1 1 $475K
2024 1 1 $584K

Yaditza Colon Santini filing trail (2024)

Total Assets (Beginning of Year)$475K
Net Assets (End of Year)$584K
Net Income$108K
Employer EIN660508201
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Yaditza Colon Santini Retirement Plan Trust vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Yaditza Colon Santini Retirement Plan Trust, Total assets ($M): 0.583586 · Participants: 1Yaditza Colon Santini Retirement Plan TrustColegio 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
Yaditza Colon Santini Retirement Plan Trust vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Yaditza Colon Santini Retirement Plan Trust side-by-side with 3 peers →

Yaditza Colon Santini Retirement Plan Trust's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Willow View Mental Health System Employees' Pension Plan in OK ($583K); 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 Yaditza Colon Santini Retirement Plan Trust assets move in 2024? ▼
Yaditza Colon Santini Retirement Plan Trust grew sharply - up 22.8% during 2024, from $475K to $584K. Reported net income was $108K.
How have Yaditza Colon Santini plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yaditza Colon Santini's sponsor-wide assets grew 50.9%, from $387K to $584K.
Where does Yaditza Colon Santini Retirement Plan Trust rank by assets among Form 5500 filers? ▼
Yaditza Colon Santini Retirement Plan Trust ranks in the 19th 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 Yaditza Colon Santini Retirement Plan Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Willow View Mental Health System Employees' Pension Plan in OK ($583K, 7 participants).
Which Money Purchase plans cover a similar participant headcount to Yaditza Colon Santini Retirement Plan Trust? ▼
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 660508201.

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.