Money Purchase · DOL Form 5500 · 2024

Colegio Marista Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
180
Participants Small participant base
49th
Percentile by assets National rank
$39,399
Avg per participant Low balance/head
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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.

  • #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.

#1,174
in Educational Services (3,638 peers)
+12.8%
assets growth YoY

Colegio Marista Money Purchase Thrift Plan's mid-pack asset rank among Educational Services and all filers

Colegio Marista Money Purchase Thrift Plan vs every filed plan by assets

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

$7,091,851 49th percentile higher than 49% 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

Colegio Marista Money Purchase Thrift Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colegio Marista Money Purchase Thrift Plan sits mid-pack in the medium band (180 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660263752 · Colegio Marista PY 2024 · Money Purchase

Colegio Marista Money Purchase Thrift Plan · $7M · 180 · 49th

  • EBSA $7M
  • EBSA 180
  • EBSA 49th
  • EBSA Money Purchase
  • EBSA near Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan
  • EBSA ind #1174

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 Educational Services retirement plans → · Plans in Puerto Rico →

Colegio Marista Money Purchase Thrift Plan in the asset neighbourhood

Defined Contribution Plan of the New 42nd Street,Defined Contribution Plan of…$7MColegio Marista Money Purchase Thrift PlanColegio Marista Money Purcha…$7MPainters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension PlanPainters and Allied Trades L…$7MUnited Cerebral Palsy Association of Greater Suffolk, Inc. Management Pension PlanUnited Cerebral Palsy Associ…$7MF N F Construction, Inc. Davis-Bacon Retirement PlanF N F Construction, Inc. Dav…$7M
End-of-year total assets ($M) among Colegio Marista Money Purchase Thrift Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$803K
Employer EIN660263752
Plan Effective Date1981-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colegio Marista)

Sponsor-wide plan assets over time

All Colegio Marista plans reported in each filing year

Latest sponsor-wide plan assets
$7M 24.878737240248704% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.68M $7.09M ▲ +24.8%
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 Scatter plot of 6 data points. -1000100200300400 2345678 Total assets ($M) Participants Colegio Marista Money Purchase Thrift Plan, Total assets ($M): 7.091851 · Participants: 180Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.421253 · Participants: 26Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 5.314325 · Participants: 78Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 4.820148 · Participants: 349Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustGustavo Antonio Hernandez Maldonado Retirement Plan, Total assets ($M): 3.591599 · Participants: 6Gustavo Antonio Hernandez Maldonado Retirement PlanEdwin Valentin Malave, Md Retirement Plan, Total assets ($M): 3.133994 · Participants: 7Edwin Valentin Malave, Md Retirement Plan
Colegio Marista Money Purchase Thrift Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Colegio Marista Money Purchase Thrift Plan side-by-side with 3 peers →

Colegio Marista Money Purchase Thrift Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan in IN ($7M); by covered participants it is Community, Work, and Independence, Inc. Retirement Plan in NY (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Colegio Marista Money Purchase Thrift Plan assets move in 2024? ▼
Colegio Marista Money Purchase Thrift Plan grew at a solid clip - up 12.8% during 2024, from $6M to $7M. Reported net income was $803K.
How have Colegio Marista plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colegio Marista's sponsor-wide assets grew 24.9%, from $6M to $7M.
Which Money Purchase plans are similar in size to Colegio Marista Money Purchase Thrift Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan in IN ($7M, 131 participants).
Which Money Purchase plans cover a similar participant headcount to Colegio Marista Money Purchase Thrift Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Community, Work, and Independence, Inc. Retirement Plan in NY (179 participants, $8M 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 660263752.

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.