Profit Sharing · DOL Form 5500 · 2024

Jose M. Garcia Carcia Profit Sharing Plan

Data updated 2026-08-25

$940K
Total assets Small plan by assets
3
Participants Small participant base
23rd
Percentile by assets National rank
$313,335
Avg per participant High balance/head
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Official DOL plan name: Jose M. Garcia, Md Defined Contribution Pension Plan · Sponsored by Jose M. Garcia Carcia · Puerto Rico · Healthcare & Social Assistance

$940K in assets, 3 participants

Jose M. Garcia Carcia's Jose M. Garcia, Md Defined Contribution Pension Plan reported $940K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,116 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Jose M. Garcia, Md Defined Contribution Pension Plan holds $940K for 3 participants - about $313,335 per participant, among the smaller plans by assets on file.

#3,116
in Healthcare & Social Assistance (16,916 peers)
+4.9%
assets growth YoY

Jose M. Garcia, Md Defined Contribution Pension Plan among the smaller filed plans by assets

Jose M. Garcia, Md Defined Contribution Pension Plan vs every filed plan by assets

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

$940,005 23rd percentile higher than 23% 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

Jose M. Garcia, Md Defined Contribution Pension 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. Jose M. Garcia, Md Defined Contribution Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jose M. Garcia, Md Defined Contribution Pension Plan reported net income rose from $13K in the plan year 2023 filing to $44K in the plan year 2024 filing.
  • Jose M. Garcia, Md Defined Contribution Pension Plan end-of-year assets rose from $896K in the plan year 2023 filing to $940K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660497263 · Jose M. Garcia Carcia PY 2024 · Profit Sharing

Jose M. Garcia, Md Defined Contribution Pension Plan · $940K · 3 · 23rd

  • PART $940K
  • TYPE 3
  • NET 23rd
  • BOOK Profit Sharing
  • VS-ST near Marshall Mountain Group, Inc. Profit Sharing Plan
  • BOY ind #3116

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 →

Jose M. Garcia, Md Defined Contribution Pension Plan in the asset neighbourhood

Jose M. Garcia, Md Defined Contribution Pension PlanJose M. Garcia, Md Defined C…$940KMarshall Mountain Group, Inc. Profit Sharing PlanMarshall Mountain Group, Inc…$940KBike Rack Brewing Co., Inc. Retirement PlanBike Rack Brewing Co., Inc. …$939KDecem Corporation Retirement PlanDecem Corporation Retirement…$941KWatch Me Grow Day Care Center of Wny, Inc. Retirement PlanWatch Me Grow Day Care Cente…$938K
End-of-year total assets ($M) among Jose M. Garcia, Md Defined Contribution Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$896K
Net Assets (End of Year)$940K
Net Income$44K
Employer EIN660497263
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jose M. Garcia Carcia)

Sponsor-wide plan assets over time

All Jose M. Garcia Carcia plans reported in each filing year

Latest sponsor-wide plan assets
$940K 6.377043503452709% vs 2022
2024 filing year
$0.86M$0.88M$0.9M$0.92M$0.94M$0.96M 202220232024 $0.88M $0.94M ▲ +6.8%
Year Plans Participants Total Assets
2022 1 3 $884K
2023 1 3 $896K
2024 1 3 $940K

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Jose M. Garcia, Md Defined Contribution Pension Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Jose M. Garcia, Md Defined Contribution Pension Plan, Total assets ($M): 0.940005 · Participants: 3Jose M. Garcia, Md Defined Contribution Pension PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Jose M. Garcia, Md Defined Contribution Pension Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose M. Garcia, Md Defined Contribution Pension Plan side-by-side with 3 peers →

Jose M. Garcia, Md Defined Contribution Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Marshall Mountain Group, Inc. Profit Sharing Plan in IL ($940K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jose M. Garcia, Md Defined Contribution Pension Plan assets move in 2024? ▼
Jose M. Garcia, Md Defined Contribution Pension Plan edged up modestly - up 4.9% during 2024, from $896K to $940K. Reported net income was $44K.
How have Jose M. Garcia Carcia plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose M. Garcia Carcia's sponsor-wide assets grew 6.4%, from $884K to $940K.
Where does Jose M. Garcia, Md Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼
Jose M. Garcia, Md Defined Contribution Pension Plan ranks in the 23rd 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 Profit Sharing plans are similar in size to Jose M. Garcia, Md Defined Contribution Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Marshall Mountain Group, Inc. Profit Sharing Plan in IL ($940K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Jose M. Garcia, Md Defined Contribution Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 660497263.

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.