Profit Sharing · DOL Form 5500 · 2024

Money Group, LLC Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
106
Participants Small participant base
36th
Percentile by assets National rank
$33,668
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Money Group Retirement Plan Plan · Sponsored by Money Group, LLC · Puerto Rico · Professional & Technical Services

$4M in assets, 106 participants

Money Group, LLC's Money Group Retirement Plan Plan reported $4M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,716 in Professional & Technical Services (20,173 peers)

Money Group, LLC multi-year trail

Money Group, LLC's plans moved +123.4% in assets from 2022 to 2024; this filing shows Money Group Retirement Plan Plan at $4M / 106 participants.

#6,716
in Professional & Technical Services (20,173 peers)
+38.9%
assets growth YoY

Money Group Retirement Plan Plan's mid-pack asset rank among Professional & Technical Services and all filers

Money Group Retirement Plan Plan vs every filed plan by assets

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

$3,568,758 36th percentile higher than 36% 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

Money Group Retirement Plan Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Money Group Retirement Plan Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Money Group Retirement Plan Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Money Group Retirement Plan Plan reported participants fell from 112 in the plan year 2023 filing to 106 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660855069 · Money Group, LLC PY 2024 · Profit Sharing

Money Group Retirement Plan Plan · $4M · 106 · 36th

  • BOOK $4M
  • VS-ST 106
  • BOY 36th
  • SCH Profit Sharing
  • EBSA near Kaufman Mcandrew, LLP
  • PART ind #6716

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Money Group Retirement Plan Plan in the asset neighbourhood

Money Group Retirement Plan PlanMoney Group Retirement Plan …$4MKaufman Mcandrew, LLP$4MThe Kaufman Law Group Profit Sharing PlanThe Kaufman Law Group Profit…$4MThompson Technology Enterprises, Inc. Profit Sharing PlanThompson Technology Enterpri…$4MPark, Nelson, Caywood & Jones Profit Sharing PlanPark, Nelson, Caywood & Jone…$4M
End-of-year total assets ($M) among Money Group Retirement Plan Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Money Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Money Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 123.39643192488263% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.6M $3.57M ▲ +123.1%
Year Plans Participants Total Assets
2022 1 94 $2M
2023 1 112 $3M
2024 1 106 $4M

Money Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$999K
Employer EIN660855069
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Money Group Retirement Plan Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Money Group Retirement Plan Plan, Total assets ($M): 3.568758 · Participants: 106Money Group Retirement Plan 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
Money Group Retirement Plan Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Money Group Retirement Plan Plan side-by-side with 3 peers →

Money Group Retirement Plan Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Kaufman Mcandrew, LLP in CA ($4M); by covered participants it is Vista Manufacturing Inc., 401(k) Plan in MI (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Money Group Retirement Plan Plan assets move in 2024? ▼
Money Group Retirement Plan Plan surged - up 38.9% during 2024, from $3M to $4M. Reported net income was $999K.
How have Money Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Money Group, LLC's sponsor-wide assets grew 123.4%, from $2M to $4M.
Which Profit Sharing plans are similar in size to Money Group Retirement Plan Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kaufman Mcandrew, LLP in CA ($4M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Money Group Retirement Plan Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Vista Manufacturing Inc., 401(k) Plan in MI (106 participants, $4M 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 660855069.

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.