401(k) · DOL Form 5500 · 2024

Academia Maria Reina Inc Coda Profit Sharing Plan

Data updated 2026-07-23

$5M
Total assets
82
Participants
42nd
Percentile by assets
$62,450
Avg per participant

Sponsored by Academia Maria Reina, Inc · Puerto Rico · Educational Services

What the 2024 filing shows

Academia Maria Reina Inc Coda Profit Sharing Plan holds $5M for 82 participants - about $62,450 per participant, in the lower half of filed plans by assets, up 9.8% over the 2024 plan year.

$5M
total plan assets (2024 EOY)
82
covered participants
42nd
percentile by assets (of 116,472 plans)
$62,450
avg assets per participant
State
Industry
Educational Services

401(k) · DOL Form 5500 · 2024

What the Filing Says About Academia Maria Reina Inc Coda Profit Sharing Plan

Academia Maria Reina Inc Coda Profit Sharing Plan is a 401(k) retirement plan sponsored by Academia Maria Reina, Inc, headquartered in Puerto Rico. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 82 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 660269684, and the plan has been effective since 2023-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew at a solid clip from $5M at the beginning of 2024 to $5M at year-end - up 9.8%. Net assets (after liabilities) closed the year at $5M, with reported net income of $457K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Academia Maria Reina Inc Coda Profit Sharing Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2024)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$457K
Plan Type401(k)
Employer EIN660269684
Plan Effective Date2023-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Academia Maria Reina Inc Coda Profit Sharing Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

Academia Maria Reina Inc Coda Profit Sharing Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Academia Maria Reina…Popular, Inc. Pr Sav…The Retirement and S…Abbvie Puerto Rico S…The Savings Plan for…Pfizer Savings Plan …
Academia Maria Reina Inc Coda Profit Sharing Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

Frequently Asked Questions

How much money is in the Academia Maria Reina Inc Coda Profit Sharing Plan?
As of the 2024 Form 5500 filing, Academia Maria Reina Inc Coda Profit Sharing Plan holds $5M in total assets with 82 participants. It is sponsored by Academia Maria Reina, Inc.
What type of plan is Academia Maria Reina Inc Coda Profit Sharing Plan?
Academia Maria Reina Inc Coda Profit Sharing Plan is a 401(k) plan. It has been effective since 2023-07-01. The plan is filed with the U.S. Department of Labor under EIN 660269684.
Who sponsors the Academia Maria Reina Inc Coda Profit Sharing Plan?
Academia Maria Reina Inc Coda Profit Sharing Plan is sponsored by Academia Maria Reina, Inc, located in Puerto Rico. The sponsor's EIN is 660269684 and the plan operates in the Educational Services industry.
How did Academia Maria Reina Inc Coda Profit Sharing Plan perform in 2024?
Academia Maria Reina Inc Coda Profit Sharing Plan grew at a solid clip - up 9.8% during 2024, moving from $5M to $5M in total assets. Net income was $457K.

What this filing means

Ways to act on Academia Maria Reina Inc Coda Profit Sharing Plan's numbers.

  • By total assets, Academia Maria Reina Inc Coda Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Puerto Rico. Compare plans
  • A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 660269684.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-23.