Money Purchase · DOL Form 5500 · 2022
Jorge a. Mundo Lopez De Victoria Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $150,794
- Avg per participant Above avg balance/head
Official DOL plan name: Jm III Retirement Plan · Sponsored by Jorge a. Mundo Lopez De Victoria · Puerto Rico · Healthcare & Social Assistance
$1M in assets, 7 participants
Jorge a. Mundo Lopez De Victoria's Jm III Retirement Plan reported $1M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #4,591 in Healthcare & Social Assistance (20,060 peers)
Jorge a. Mundo Lopez De Victoria multi-year trail
Jorge a. Mundo Lopez De Victoria's plans moved +29.9% in assets from 2022 to 2024; this filing shows Jm III Retirement Plan at $1M / 7 participants.
- #4,591
- in Healthcare & Social Assistance (20,060 peers)
- -10.6%
- assets change YoY
The plan reported a net loss of $125K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jm III Retirement Plan among the smaller filed plans by assets
Jm III Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,055,555 25th percentile higher than 25% 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
Jm III 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. Jm III Retirement Plan is a micro filing (7 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 660487317 · Jorge a. Mundo Lopez De Victoria PY 2022 · Money Purchase
Jm III Retirement Plan · $1M · 7 · 25th
- RANK $1M
- RANK 7
- RANK 25th
- RANK Money Purchase
- RANK near Local 1109 Severance Fund
- RANK ind #4591
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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →
Jm III Retirement Plan in the asset neighbourhood
Jorge a. Mundo Lopez De Victoria multi-year asset trail
Sponsor-wide plan assets over time
All Jorge a. Mundo Lopez De Victoria plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 29.904268370667562% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $1M |
| 2023 | 1 | 7 | $1M |
| 2024 | 1 | 7 | $1M |
Jorge a. Mundo Lopez De Victoria filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $998K |
| Net Income | -$125K |
| Employer EIN | 660487317 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Jm III Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Local 1109 Severance Fund in NY ($1M); by covered participants it is Berkowitz & Berkowitz Self Employed Retirement Pla in PA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Berkowitz & Berkowitz Self Employed Retirement Pla (PA) 7 · 0 off
- Hanbery & Turner PA Money Purchase Pension Plan (MN) 7 · 0 off
- Nirupama P Patel (TX) 7 · 0 off
- Nirupama P Patel (TX) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.