Profit Sharing · DOL Form 5500 · 2024

Jose M. Garcia Mateo Profit Sharing Plan

Data updated 2026-08-25

$935K
Total assets Small plan by assets
3
Participants Small participant base
23rd
Percentile by assets National rank
$311,534
Avg per participant High balance/head
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Official DOL plan name: Jose M. Garcia Mateo, Md Retirement Plan · Sponsored by Jose M. Garcia Mateo · Puerto Rico · Healthcare & Social Assistance

$935K in assets, 3 participants

Jose M. Garcia Mateo's Jose M. Garcia Mateo, Md Retirement Plan reported $935K 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.

  • #3,108 in Healthcare & Social Assistance (16,916 peers)

Jose M. Garcia Mateo multi-year trail

Jose M. Garcia Mateo's plans moved +22.3% in assets from 2022 to 2024; this filing shows Jose M. Garcia Mateo, Md Retirement Plan at $935K / 3 participants.

#3,108
in Healthcare & Social Assistance (16,916 peers)
+13.0%
assets growth YoY

Jose M. Garcia Mateo, Md Retirement Plan among the smaller filed plans by assets

Jose M. Garcia Mateo, Md Retirement Plan vs every filed plan by assets

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

$934,601 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 Mateo, Md Retirement 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 Mateo, Md Retirement 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 Mateo, Md Retirement Plan reported net income rose from $63K in the plan year 2023 filing to $107K in the plan year 2024 filing.
  • Jose M. Garcia Mateo, Md Retirement Plan end-of-year assets rose from $827K in the plan year 2023 filing to $935K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 611452319 · Jose M. Garcia Mateo PY 2024 · Profit Sharing

Jose M. Garcia Mateo, Md Retirement Plan · $935K · 3 · 23rd

  • PCT $935K
  • PCT 3
  • PCT 23rd
  • PCT Profit Sharing
  • PCT near Auburn Manor Holding Corporation Profit Sharing Plan
  • PCT ind #3108

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 Mateo, Md Retirement Plan in the asset neighbourhood

Jose M. Garcia Mateo, Md Retirement PlanJose M. Garcia Mateo, Md Ret…$935KAuburn Manor Holding Corporation Profit Sharing PlanAuburn Manor Holding Corpora…$935KSweets and Subs, Inc. Retirement PlanSweets and Subs, Inc. Retire…$934KThe Lifestyle Collective Az, Inc. Retirement PlanThe Lifestyle Collective Az,…$935KJabsatacake, Inc. Retirement PlanJabsatacake, Inc. Retirement…$934K
End-of-year total assets ($M) among Jose M. Garcia Mateo, Md Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jose M. Garcia Mateo multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$935K 22.26148178768962% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M 202220232024 $0.76M $0.93M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 3 $764K
2023 1 3 $827K
2024 1 3 $935K

Jose M. Garcia Mateo filing trail (2024)

Total Assets (Beginning of Year)$827K
Net Assets (End of Year)$935K
Net Income$107K
Employer EIN611452319
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Jose M. Garcia Mateo, Md Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Jose M. Garcia Mateo, Md Retirement Plan, Total assets ($M): 0.934601 · Participants: 3Jose M. Garcia Mateo, Md Retirement 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 Mateo, Md Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Jose M. Garcia Mateo, Md Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest Profit Sharing by assets is Auburn Manor Holding Corporation Profit Sharing Plan in CA ($935K); 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 Mateo, Md Retirement Plan assets move in 2024? ▼
Jose M. Garcia Mateo, Md Retirement Plan grew at a solid clip - up 13.0% during 2024, from $827K to $935K. Reported net income was $107K.
How have Jose M. Garcia Mateo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose M. Garcia Mateo's sponsor-wide assets grew 22.3%, from $764K to $935K.
Where does Jose M. Garcia Mateo, Md Retirement Plan rank by assets among Form 5500 filers? ▼
Jose M. Garcia Mateo, Md Retirement 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 Mateo, Md Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Auburn Manor Holding Corporation Profit Sharing Plan in CA ($935K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jose M. Garcia Mateo, Md Retirement 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 611452319.

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.