Profit Sharing · DOL Form 5500 · 2024

Ronald Monteverde Md PC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Profit Sharing Plan Qrp Keogh · Sponsored by Ronald Monteverde Md PC · New Mexico · Healthcare & Social Assistance

$2M in assets, 1 participants

Ronald Monteverde Md PC's Profit Sharing Plan Qrp Keogh reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,686 in Healthcare & Social Assistance (16,916 peers)

Ronald Monteverde Md PC multi-year trail

Ronald Monteverde Md PC's plans moved +29.0% in assets from 2022 to 2024; this filing shows Profit Sharing Plan Qrp Keogh at $2M / 1 participant.

#4,686
in Healthcare & Social Assistance (16,916 peers)
+5.5%
assets growth YoY

Profit Sharing Plan Qrp Keogh among the smaller filed plans by assets

Profit Sharing Plan Qrp Keogh vs every filed plan by assets

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

$2,016,153 30th percentile higher than 30% 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

Profit Sharing Plan Qrp Keogh among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing Plan Qrp Keogh is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Profit Sharing Plan Qrp Keogh reported net income fell from $201K in the plan year 2023 filing to $105K in the plan year 2024 filing.
  • Profit Sharing Plan Qrp Keogh end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 850332961 · Ronald Monteverde Md PC PY 2024 · Profit Sharing

Profit Sharing Plan Qrp Keogh · $2M · 1 · 30th

  • BOOK $2M
  • VS-ST 1
  • BOY 30th
  • SCH Profit Sharing
  • EBSA near Ed Cichewicz Inc. T/a Eci Sales Profit Sharing Pla
  • PART ind #4686

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 New Mexico →

Profit Sharing Plan Qrp Keogh in the asset neighbourhood

Profit Sharing Plan Qrp Keogh$2MEd Cichewicz Inc. T/a Eci Sales Profit Sharing PlaEd Cichewicz Inc. T/a Eci Sa…$2MKersner Profit Sharing Trust$2MRosenfeld & Bueno an Acctcy Corp Prof Shar PlanRosenfeld & Bueno an Acctcy …$2MFreedom Bbj Inc. Retirement PlanFreedom Bbj Inc. Retirement …$2M
End-of-year total assets ($M) among Profit Sharing Plan Qrp Keogh and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ronald Monteverde Md PC multi-year asset trail

Sponsor-wide plan assets over time

All Ronald Monteverde Md PC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 28.95147445344191% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.95M $5.09M ▲ +28.9%
Year Plans Participants Total Assets
2022 2 2 $4M
2023 2 2 $5M
2024 2 2 $5M

Ronald Monteverde Md PC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$105K
Employer EIN850332961
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Mexico

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

Profit Sharing Plan Qrp Keogh vs. nearby Profit Sharing plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants Profit Sharing Plan Qrp Keogh, Total assets ($M): 2.016153 · Participants: 1Profit Sharing Plan Qrp KeoghPresbyterian Healthcare Services 401(a) Plan, Total assets ($M): 531.34969 · Participants: 11854Presbyterian Healthcare Services 401(a) PlanPresbyterian Medical Services Discretionary Contribution Plan, Total assets ($M): 37.986829 · Participants: 996Presbyterian Medical Services Discretionary Contribution PlanSanta Fe Preparatory School DC Retirement Plan, Total assets ($M): 17.649427 · Participants: 129Santa Fe Preparatory School DC Retirement PlanMedinatura, Inc. Retirement Plan, Total assets ($M): 14.612351 · Participants: 31Medinatura, Inc. Retirement PlanT & R Market Profit Sharing Plan, Total assets ($M): 13.430909 · Participants: 91T & R Market Profit Sharing Plan
Profit Sharing Plan Qrp Keogh vs. nearby Profit Sharing plans in New Mexico, assets vs. participants
Compare Profit Sharing Plan Qrp Keogh side-by-side with 3 peers →

Profit Sharing Plan Qrp Keogh's out-of-state Profit Sharing peers by assets and headcount

Outside New Mexico, the nearest Profit Sharing by assets is Ed Cichewicz Inc. T/a Eci Sales Profit Sharing Pla in PA ($2M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Profit Sharing Plan Qrp Keogh assets move in 2024? ▼
Profit Sharing Plan Qrp Keogh grew at a solid clip - up 5.5% during 2024, from $2M to $2M. Reported net income was $105K.
How have Ronald Monteverde Md PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ronald Monteverde Md PC's sponsor-wide assets grew 29.0%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Profit Sharing Plan Qrp Keogh? ▼
Among Profit Sharing plans in other states, the closest by assets is Ed Cichewicz Inc. T/a Eci Sales Profit Sharing Pla in PA ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Profit Sharing Plan Qrp Keogh? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 850332961.

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.