Money Purchase · DOL Form 5500 · 2022

Efren R. Badia & Asociados Money Purchase Plan

Data updated 2026-08-25

$218K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$108,992
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Efren R. Badia Cabrera Retirement Plan · Sponsored by Efren R. Badia & Asociados · Puerto Rico · Professional & Technical Services

$218K in assets, 2 participants

Efren R. Badia & Asociados's Efren R. Badia Cabrera Retirement Plan reported $218K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,985 in Professional & Technical Services (21,562 peers)

Efren R. Badia & Asociados multi-year trail

Efren R. Badia & Asociados's plans moved +18.7% in assets from 2022 to 2024; this filing shows Efren R. Badia Cabrera Retirement Plan at $218K / 2 participants.

#1,985
in Professional & Technical Services (21,562 peers)
+2.8%
assets growth YoY

Efren R. Badia Cabrera Retirement Plan among the smaller filed plans by assets

Efren R. Badia Cabrera Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$217,983 11th percentile higher than 11% of 139,123 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 2022

Efren R. Badia Cabrera 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. Efren R. Badia Cabrera Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 660416329 · Efren R. Badia & Asociados PY 2022 · Money Purchase

Efren R. Badia Cabrera Retirement Plan · $218K · 2 · 11th

  • VS-ST $218K
  • VS-ST 2
  • VS-ST 11th
  • VS-ST Money Purchase
  • VS-ST near Arkansas AFL-CIO Employee Retirement Plan
  • VS-ST ind #1985

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Efren R. Badia Cabrera Retirement Plan in the asset neighbourhood

Revere Enterprises Inc. Money Purchase Pension PlanRevere Enterprises Inc. Mone…$226KEfren R. Badia Cabrera Retirement PlanEfren R. Badia Cabrera Retir…$218KArkansas AFL-CIO Employee Retirement PlanArkansas AFL-CIO Employee Re…$217KBudd J. Mildenberg, Md Keough Money Purchase Pension PlanBudd J. Mildenberg, Md Keoug…$222KEmmetsburg Vet Clinic Inc Money Purchase PlanEmmetsburg Vet Clinic Inc Mo…$211K
End-of-year total assets ($M) among Efren R. Badia Cabrera Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Efren R. Badia & Asociados multi-year asset trail

Sponsor-wide plan assets over time

All Efren R. Badia & Asociados plans reported in each filing year

Latest sponsor-wide plan assets
$259K 18.66292325548323% vs 2022
2024 filing year
$0.2M$0.22M$0.24M$0.26M$0.28M 202220232024 $0.22M $0.26M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 2 $218K
2023 1 4 $234K
2024 1 4 $259K

Efren R. Badia & Asociados filing trail (2022)

Total Assets (Beginning of Year)$212K
Net Assets (End of Year)$218K
Net Income$6K
Employer EIN660416329
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Efren R. Badia Cabrera Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20246 Total assets ($M) Participants Efren R. Badia Cabrera Retirement Plan, Total assets ($M): 0.217983 · Participants: 2Efren R. Badia Cabrera Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & Lausell Pension PlanDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Retirement PlanSan Pablo Pathology Group, Inc. Retirement Plan Series 94-999, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology Group, Inc. Retirement Plan Series 94-999Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.079848 · Participants: 309Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust
Efren R. Badia Cabrera Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Efren R. Badia Cabrera Retirement Plan side-by-side with 3 peers →

Efren R. Badia Cabrera Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Arkansas AFL-CIO Employee Retirement Plan in AR ($217K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); 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.

Frequently Asked Questions

How did Efren R. Badia Cabrera Retirement Plan assets move in 2022? ▼
Efren R. Badia Cabrera Retirement Plan edged up modestly - up 2.8% during 2022, from $212K to $218K. Reported net income was $6K.
How have Efren R. Badia & Asociados plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Efren R. Badia & Asociados's sponsor-wide assets grew 18.7%, from $218K to $259K.
Where does Efren R. Badia Cabrera Retirement Plan rank by assets among Form 5500 filers? ▼
Efren R. Badia Cabrera Retirement Plan ranks in the 11th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Efren R. Badia Cabrera Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Arkansas AFL-CIO Employee Retirement Plan in AR ($217K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Efren R. Badia Cabrera Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660416329.

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.