Money Purchase · DOL Form 5500 · 2024

Ronald Monteverde Md PC Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 1
Participants Small participant base: 34th
Percentile by assets National rank: $3.1M
Avg per participant High balance/head

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Official DOL plan name: Money Purchase Plan Qrp Keogh · Sponsored by Ronald Monteverde Md PC · New Mexico · Healthcare & Social Assistance

$3M in assets, 1 participants

Ronald Monteverde Md PC's Money Purchase Plan Qrp Keogh reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

#5,876 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 Money Purchase Plan Qrp Keogh at $3M / 1 participant.

#5,876
in Healthcare & Social Assistance (16,916 peers): +13.4%
assets growth YoY

Money Purchase Plan Qrp Keogh's mid-pack asset rank among Healthcare & Social Assistance and all filers

Money Purchase Plan Qrp Keogh vs every filed plan by assets

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

$3,076,476 34th percentile higher than 34% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Money Purchase 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. Money Purchase Plan Qrp Keogh is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Money Purchase Plan Qrp Keogh reported net income fell from $475K in the plan year 2023 filing to $363K in the plan year 2024 filing.
Money Purchase Plan Qrp Keogh end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 850332961 · Ronald Monteverde Md PC PY 2024 · Money Purchase

Money Purchase Plan Qrp Keogh · $3M · 1 · 34th

VS-ST $3M
BOY 1
SCH 34th
EBSA Money Purchase
PART near Children's Institute, Inc. Retirement Plan
TYPE ind #5876

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 →

End-of-year total assets ($M) among Money Purchase Plan Qrp Keogh and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Ronald Monteverde Md PC multi-year asset trail

Latest sponsor-wide plan assets: $5M 28.95147445344191% vs 2022; 2024 filing year

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)	$3M
Net Assets (End of Year)	$3M
Net Income	$363K
Employer EIN	850332961
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in New Mexico

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

Money Purchase Plan Qrp Keogh vs. nearby Money Purchase plans in New Mexico, assets vs. participants

Plumbers & Pipefitters Lu 286 Money Purchase Plan $197M · 3,663
Nm State Conference of the Operative Plasterers' & Cement Masons' Pension Trust Fund $13M · 190
Santa Fe Institute Money Purchase Plan $6M · 11
La Mesa Farms Money Purchase Pension Plan and Trus $2M · 1

Compare Money Purchase Plan Qrp Keogh side-by-side with 3 peers →

Money Purchase Plan Qrp Keogh's out-of-state Money Purchase peers by assets and headcount

Outside New Mexico, the nearest Money Purchase by assets is Children's Institute, Inc. Retirement Plan in CA ($3M); by covered participants it is Eduardo Mccormack Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Children's Institute, Inc. Retirement Plan (CA) $3M · N/A
The Sellon Retirement Plan (NY) $3M · 2
Iatse Local 66 Pension Plan (OH) $3M · 48
Talat Addasi Md Money Purchase Pension Plan (NY) $3M · 1

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Eduardo Mccormack Retirement Plan (PR) 1 · 0 off
Lmr Retirement Plan (PR) 1 · 0 off
Robert Duane Ralston Pension Plan (IL) 1 · 0 off
Gary Ostenson Ps Dds Money Purchase Plan (WA) 1 · 0 off

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 Purchase Plan Qrp Keogh assets move in 2024? ▼

Money Purchase Plan Qrp Keogh grew at a solid clip - up 13.4% during 2024, from $3M to $3M. Reported net income was $363K.

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 Money Purchase plans are similar in size to Money Purchase Plan Qrp Keogh? ▼

Among Money Purchase plans in other states, the closest by assets is Children's Institute, Inc. Retirement Plan in CA ($3M, N/A participants).

Which Money Purchase plans cover a similar participant headcount to Money Purchase Plan Qrp Keogh? ▼

Among Money Purchase plans in other states, the closest by covered participants is Eduardo Mccormack Retirement Plan in PR (1 participant, $2M 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.