Money Purchase · DOL Form 5500 · 2022
Lourdes Rodriguez Guzman Money Purchase Plan
Data updated 2026-08-25
- $631K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $630,749
- Avg per participant High balance/head
Official DOL plan name: Lmr Retirement Plan · Sponsored by Lourdes Rodriguez Guzman · Puerto Rico · Other Services
$631K in assets, 1 participants
Lourdes Rodriguez Guzman's Lmr Retirement Plan reported $631K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #3,567 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Lmr Retirement Plan ranks #3,567 of 8,398 2022 filers by assets (3182% of the sector average)-$631K for 1 participant.
- #3,567
- in Other Services (8,398 peers)
- -19.7%
- assets change YoY
The plan reported a net loss of $155K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lmr Retirement Plan among the smaller filed plans by assets
Lmr Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$630,749 20th percentile higher than 20% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lmr Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lmr Retirement Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 660851107 · Lourdes Rodriguez Guzman PY 2022 · Money Purchase
Lmr Retirement Plan · $631K · 1 · 20th
- TYPE $631K
- TYPE 1
- TYPE 20th
- TYPE Money Purchase
- TYPE near Christine M Gizoni Retirement Plan
- TYPE ind #3567
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 Other Services retirement plans → · Plans in Puerto Rico →
Lmr Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $785K |
|---|---|
| Net Assets (End of Year) | $631K |
| Net Income | -$155K |
| Employer EIN | 660851107 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lourdes Rodriguez Guzman)
Sponsor-wide plan assets over time
All Lourdes Rodriguez Guzman plans reported in each filing year
- Latest sponsor-wide plan assets
- $711K 12.746116125431827% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $631K |
| 2023 | 1 | 1 | $685K |
| 2024 | 1 | 1 | $711K |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Lmr Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Christine M Gizoni Retirement Plan in NY ($620K); by covered participants it is Glendale Medical Imaging Associates, Inc. Retirement and Health/Disability Plan in AZ (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($631K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.