Money Purchase · DOL Form 5500 · 2022
Efren R. Badia & Asociados Money Purchase Plan
Data updated 2026-08-11
- $218K
- Total assets
- 2
- Participants
- 11th
- Percentile by assets
- $108,992
- Avg per participant
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.
- 11th percentile by assets (of 139,126 plans)
- #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.
- $218K
- total plan assets (2022 EOY)
- 2
- covered participants
- 11th
- percentile by assets (of 139,126 plans)
- $108,992
- avg assets per participant
Where Efren R. Badia Cabrera Retirement Plan sits by total 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
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 & Asociados across 3 plan years on file
Across the 3 plan years Efren R. Badia & Asociados has on file (2022-2024), sponsor-wide plan assets have moved from $218K to $259K, a gain of 18.7%, while reported participants moved from 2 to 4 (+100.0%). Peak year by sponsor assets: 2024 ($259K); trough: 2022 ($218K).
Efren R. Badia & Asociados multi-year asset trail
| 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 EIN | 660416329 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Efren R. Badia Cabrera Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Efren R. Badia Cabrera Retirement Plan assets move in 2022? ▼
How have Efren R. Badia & Asociados plan assets changed over time? ▼
Where does Efren R. Badia Cabrera Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Efren R. Badia Cabrera Retirement Plan? ▼
Next read for Efren R. Badia Cabrera Retirement Plan
Multi-year trail
Ways to act on Efren R. Badia Cabrera Retirement Plan's numbers.
- By total assets, Efren R. Badia Cabrera 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
- Efren R. Badia & Asociados's sponsor-wide assets have grown 18.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans