Money Purchase · DOL Form 5500 · 2024

Provisiones San Miguel, Inc. Money Purchase Plan

Data updated 2026-08-11

$262K
Total assets
2
Participants
12th
Percentile by assets
$130,960
Avg per participant
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Official DOL plan name: Provisiones San Miguel Retirement Plan · Sponsored by Provisiones San Miguel, Inc. · Puerto Rico · Administrative & Support Services

$262K in assets, 2 participants

Provisiones San Miguel, Inc.'s Provisiones San Miguel Retirement Plan reported $262K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • 12th percentile by assets (of 123,622 plans)
  • #1,290 in Administrative & Support Services (4,368 peers)

Provisiones San Miguel, Inc. multi-year trail

Provisiones San Miguel, Inc.'s plans moved +84.5% in assets from 2022 to 2024; this filing shows Provisiones San Miguel Retirement Plan at $262K / 2 participants.

$262K
total plan assets (2024 EOY)
2
covered participants
12th
percentile by assets (of 123,622 plans)
$130,960
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Provisiones San Miguel Retirement Plan reported net income rose from $51K in the plan year 2023 filing to $69K in the plan year 2024 filing.
  • Provisiones San Miguel Retirement Plan end-of-year assets rose from $192K in the plan year 2023 filing to $262K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Provisiones San Miguel, Inc. across 3 plan years on file

Across the 3 plan years Provisiones San Miguel, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $142K to $262K, a gain of 84.5%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($262K); trough: 2022 ($142K).

Provisiones San Miguel, Inc. multi-year asset trail

$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.14M $0.26M ▲ +85.7%
Total plan assets by year, all Provisiones San Miguel, Inc. plans on file
Year Plans Participants Total Assets
2022 1 2 $142K
2023 1 2 $192K
2024 1 2 $262K

Provisiones San Miguel, Inc. filing trail (2024)

Total Assets (Beginning of Year)$192K
Net Assets (End of Year)$262K
Net Income$69K
Employer EIN660597258
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Provisiones San Miguel Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

Provisiones San Miguel 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 Provisiones San Migu…Colegio Marista Mone…Jimenez, Graffam & L…Duenas Trailers Rent…Programa Head Start …Gustavo Antonio Hern…
Provisiones San Miguel 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 Provisiones San Miguel Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Provisiones San Miguel Retirement Plan assets move in 2024?
Provisiones San Miguel Retirement Plan surged - up 36.1% during 2024, from $192K to $262K. Reported net income was $69K.
How have Provisiones San Miguel, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Provisiones San Miguel, Inc.'s sponsor-wide assets grew 84.5%, from $142K to $262K.
Where does Provisiones San Miguel Retirement Plan rank by assets among Form 5500 filers?
Provisiones San Miguel Retirement Plan ranks in the 12th 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 Provisiones San Miguel Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is The Irons Law Firm Money Purchase Plan in AL ($260K, 3 participants).

Multi-year trail

Ways to act on Provisiones San Miguel Retirement Plan's numbers.