Money Purchase · DOL Form 5500 · 2024
Colegio Marista Money Purchase Plan
Data updated 2026-08-11
- $7M
- Total assets
- 180
- Participants
- 49th
- Percentile by assets
- $39,399
- Avg per participant
Official DOL plan name: Colegio Marista Money Purchase Thrift Plan · Sponsored by Colegio Marista · Puerto Rico · Educational Services
$7M in assets, 180 participants
Colegio Marista's Colegio Marista Money Purchase Thrift Plan reported $7M in total assets and 180 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- 49th percentile by assets (of 123,622 plans)
- #1,174 in Educational Services (3,638 peers)
Coverage in Puerto Rico
Colegio Marista Money Purchase Thrift Plan covers 180 participants in Puerto Rico, 2.0x the typical Puerto Rico plan (state average ~89 per filing). Assets: $7M.
- $7M
- total plan assets (2024 EOY)
- 180
- covered participants
- 49th
- percentile by assets (of 123,622 plans)
- $39,399
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Colegio Marista Money Purchase Thrift Plan reported participants rose from 111 in the plan year 2023 filing to 180 in the plan year 2024 filing.
- Colegio Marista Money Purchase Thrift Plan reported net income rose from $610K in the plan year 2023 filing to $803K in the plan year 2024 filing.
- Colegio Marista Money Purchase Thrift Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Participants vs Puerto Rico filers
In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. Colegio Marista Money Purchase Thrift Plan reports 180 participants - 2.0x that state average ($7M EOY assets).
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $803K |
| Employer EIN | 660263752 |
| Plan Effective Date | 1981-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Colegio Marista)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $6M |
| 2023 | 1 | 111 | $6M |
| 2024 | 1 | 180 | $7M |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Colegio Marista Money Purchase Thrift 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 Colegio Marista Money Purchase Thrift Plan by total assets, not by location.
- Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan (IN) $7M · 131
- Defined Contribution Plan of the New 42nd Street, (NY) $7M · 93
- United Cerebral Palsy Association of Greater Suffolk, Inc. Management Pension Plan (NY) $7M · 146
- F N F Construction, Inc. Davis-Bacon Retirement Plan (AZ) $7M · 532
Frequently Asked Questions
How did Colegio Marista Money Purchase Thrift Plan assets move in 2024? ▼
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Filing takeaways
Ways to act on Colegio Marista Money Purchase Thrift Plan's numbers.
- By total assets, Colegio Marista Money Purchase Thrift Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Colegio Marista's sponsor-wide assets have grown 24.9% since 2022 across 3 plan years on file. More Educational Services plans