Money Purchase · DOL Form 5500 · 2024
Francisco Garcia Money Purchase Plan
Data updated 2026-08-11
- $221K
- Total assets
- 2
- Participants
- 11th
- Percentile by assets
- $110,427
- Avg per participant
Official DOL plan name: Dr. Francisco Garcia Cortes Retirement Plan · Sponsored by Francisco Garcia · Puerto Rico · Healthcare & Social Assistance
$221K in assets, 2 participants
Francisco Garcia's Dr. Francisco Garcia Cortes Retirement Plan reported $221K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- 11th percentile by assets (of 123,622 plans)
- #1,302 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Dr. Francisco Garcia Cortes Retirement Plan holds $221K for 2 participants - about $110,427 per participant, among the smaller plans by assets on file.
- $221K
- total plan assets (2024 EOY)
- 2
- covered participants
- 11th
- percentile by assets (of 123,622 plans)
- $110,427
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dr. Francisco Garcia Cortes Retirement Plan reported net income rose from -$2K in the plan year 2023 filing to $12K in the plan year 2024 filing.
- Dr. Francisco Garcia Cortes Retirement Plan end-of-year assets rose from $209K in the plan year 2023 filing to $221K in the plan year 2024 filing.
Money Purchase filing for Dr. Francisco Garcia Cortes Retirement Plan
Money Purchase filing for plan year 2024: EIN 660448105 ; effective since 2011-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $209K |
|---|---|
| Net Assets (End of Year) | $221K |
| Net Income | $12K |
| Employer EIN | 660448105 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Francisco Garcia)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $211K |
| 2023 | 1 | 2 | $209K |
| 2024 | 1 | 2 | $221K |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Dr. Francisco Garcia Cortes Retirement 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 Dr. Francisco Garcia Cortes Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Dr. Francisco Garcia Cortes Retirement Plan assets move in 2024? ▼
How have Francisco Garcia plan assets changed over time? ▼
Where does Dr. Francisco Garcia Cortes Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Dr. Francisco Garcia Cortes Retirement Plan? ▼
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Filing takeaways
Ways to act on Dr. Francisco Garcia Cortes Retirement Plan's numbers.
- By total assets, Dr. Francisco Garcia Cortes Retirement 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
- Francisco Garcia's sponsor-wide assets have grown 4.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans