Money Purchase · DOL Form 5500 · 2024
Angel Gelpi Money Purchase Plan
Data updated 2026-08-11
- $558K
- Total assets
- 9
- Participants
- 19th
- Percentile by assets
- $61,994
- Avg per participant
Official DOL plan name: Angel L. Gelpi Guzman, Md Retirement Plan · Sponsored by Angel Gelpi · Puerto Rico · Healthcare & Social Assistance
$558K in assets, 9 participants
Angel Gelpi's Angel L. Gelpi Guzman, Md Retirement Plan reported $558K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- 19th percentile by assets (of 123,622 plans)
- #2,352 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Angel L. Gelpi Guzman, Md Retirement Plan holds $558K for 9 participants - about $61,994 per participant, among the smaller plans by assets on file.
- $558K
- total plan assets (2024 EOY)
- 9
- covered participants
- 19th
- percentile by assets (of 123,622 plans)
- $61,994
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Angel L. Gelpi Guzman, Md Retirement Plan reported net income rose from -$10K in the plan year 2023 filing to $35K in the plan year 2024 filing.
- Angel L. Gelpi Guzman, Md Retirement Plan end-of-year assets rose from $523K in the plan year 2023 filing to $558K in the plan year 2024 filing.
Money Purchase filing for Angel L. Gelpi Guzman, Md Retirement Plan
Money Purchase filing for plan year 2024: EIN 660488784 ; effective since 2003-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $523K |
|---|---|
| Net Assets (End of Year) | $558K |
| Net Income | $35K |
| Employer EIN | 660488784 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Angel Gelpi)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $533K |
| 2023 | 1 | 9 | $523K |
| 2024 | 1 | 9 | $558K |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Angel L. Gelpi Guzman, Md Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Angel L. Gelpi Guzman, Md Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Angel L. Gelpi Guzman, Md Retirement Plan assets move in 2024? ▼
How have Angel Gelpi plan assets changed over time? ▼
Where does Angel L. Gelpi Guzman, Md Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Angel L. Gelpi Guzman, Md Retirement Plan? ▼
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Filing takeaways
Ways to act on Angel L. Gelpi Guzman, Md Retirement Plan's numbers.
- By total assets, Angel L. Gelpi Guzman, Md Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Angel Gelpi's sponsor-wide assets have grown 4.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans