Money Purchase · DOL Form 5500 · 2024

Francisco Garcia Money Purchase Plan

Data updated 2026-08-25

$221K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$110,427
Avg per participant Below avg balance/head
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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.

  • #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.

#1,302
in Healthcare & Social Assistance (16,916 peers)
+5.8%
assets growth YoY

Dr. Francisco Garcia Cortes Retirement Plan among the smaller filed plans by assets

Dr. Francisco Garcia Cortes Retirement Plan vs every filed plan by assets

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

$220,854 11th percentile higher than 11% 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

Dr. Francisco Garcia Cortes Retirement 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. Dr. Francisco Garcia Cortes Retirement Plan is a micro filing (2 participants), the leftmost band.

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660448105 · Francisco Garcia PY 2024 · Money Purchase

Dr. Francisco Garcia Cortes Retirement Plan · $221K · 2 · 11th

  • IND $221K
  • EOY 2
  • 5500 11th
  • ASSETS Money Purchase
  • PCT near Dra. Ivette Rosario Robles Retirement Plan
  • EIN ind #1302

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 →

Dr. Francisco Garcia Cortes Retirement Plan in the asset neighbourhood

W. Clark Washington, P.C., Money Purchase Pension PlanW. Clark Washington, P.C., M…$238KDra. Ivette Rosario Robles Retirement PlanDra. Ivette Rosario Robles R…$229KNeurosurgeons, Ltd. Money Purchase PlanNeurosurgeons, Ltd. Money Pu…$235KDr. Francisco Garcia Cortes Retirement PlanDr. Francisco Garcia Cortes …$221KAmerican Commercial Carpentry Inc Money Purchase PlanAmerican Commercial Carpentr…$204K
End-of-year total assets ($M) among Dr. Francisco Garcia Cortes Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$209K
Net Assets (End of Year)$221K
Net Income$12K
Employer EIN660448105
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Francisco Garcia)

Sponsor-wide plan assets over time

All Francisco Garcia plans reported in each filing year

Latest sponsor-wide plan assets
$221K 4.819174181300427% vs 2022
2024 filing year
$0.21M$0.21M$0.22M$0.22M$0.23M 202220232024 $0.21M $0.22M ▲ +4.8%
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 Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Dr. Francisco Garcia Cortes Retirement Plan, Total assets ($M): 0.220854 · Participants: 2Dr. Francisco Garcia Cortes Retirement 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
Dr. Francisco Garcia Cortes Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Dr. Francisco Garcia Cortes Retirement Plan side-by-side with 3 peers →

Dr. Francisco Garcia Cortes Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Dra. Ivette Rosario Robles Retirement Plan in FL ($229K); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); 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 Dr. Francisco Garcia Cortes Retirement Plan assets move in 2024? ▼
Dr. Francisco Garcia Cortes Retirement Plan grew at a solid clip - up 5.8% during 2024, from $209K to $221K. Reported net income was $12K.
How have Francisco Garcia plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Francisco Garcia's sponsor-wide assets grew 4.8%, from $211K to $221K.
Where does Dr. Francisco Garcia Cortes Retirement Plan rank by assets among Form 5500 filers? ▼
Dr. Francisco Garcia Cortes Retirement Plan ranks in the 11th 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 Dr. Francisco Garcia Cortes Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Dra. Ivette Rosario Robles Retirement Plan in FL ($229K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Dr. Francisco Garcia Cortes Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants, 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 660448105.

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.