Money Purchase · DOL Form 5500 · 2022

Juan Carlos Alvarez Benitez Money Purchase Plan

Data updated 2026-08-11

$261K
Total assets
5
Participants
13th
Percentile by assets
$52,250
Avg per participant
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Official DOL plan name: Juan Carlos Alvarez Benitez Retirement Plan · Sponsored by Juan Carlos Alvarez Benitez · Puerto Rico · Professional & Technical Services

$261K in assets, 5 participants

Juan Carlos Alvarez Benitez's Juan Carlos Alvarez Benitez Retirement Plan reported $261K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • 13th percentile by assets (of 139,126 plans)
  • #2,191 in Professional & Technical Services (21,562 peers)

Juan Carlos Alvarez Benitez multi-year trail

Juan Carlos Alvarez Benitez's plans moved +49.6% in assets from 2022 to 2024; this filing shows Juan Carlos Alvarez Benitez Retirement Plan at $261K / 5 participants.

$261K
total plan assets (2022 EOY)
5
covered participants
13th
percentile by assets (of 139,126 plans)
$52,250
avg assets per participant

The plan reported a net loss of $51K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Juan Carlos Alvarez Benitez Retirement Plan sits by total assets

Juan Carlos Alvarez Benitez Retirement Plan vs every filed plan by assets

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

$261,250 13th percentile higher than 13% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Puerto Rico
Industry
Professional & Technical Services

Juan Carlos Alvarez Benitez across 3 plan years on file

Across the 3 plan years Juan Carlos Alvarez Benitez has on file (2022-2024), sponsor-wide plan assets have moved from $261K to $391K, a gain of 49.6%, while reported participants moved from 5 to 6 (+20.0%). Peak year by sponsor assets: 2024 ($391K); trough: 2022 ($261K).

Juan Carlos Alvarez Benitez multi-year asset trail

$0.2M$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.26M $0.39M ▲ +50.0%
Total plan assets by year, all Juan Carlos Alvarez Benitez plans on file
Year Plans Participants Total Assets
2022 1 5 $261K
2023 1 5 $317K
2024 1 6 $391K

Juan Carlos Alvarez Benitez filing trail (2022)

Total Assets (Beginning of Year)$312K
Net Assets (End of Year)$261K
Net Income-$51K
Employer EIN660443698
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Juan Carlos Alvarez Benitez Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20246 Total assets ($M) Participants Juan Carlos Alvarez …, Total assets ($M): 0.26125 · Participants: 5Juan Carlos Alvarez …Colegio Marista Mone…, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Mone…Jimenez, Graffam & L…, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & L…Dr. Jose R. Cumba Re…, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Re…San Pablo Pathology …, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology …Programa Head Start …, Total assets ($M): 3.079848 · Participants: 309Programa Head Start …
Juan Carlos Alvarez Benitez Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Juan Carlos Alvarez Benitez Retirement P… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Juan Carlos Alvarez Benitez Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Juan Carlos Alvarez Benitez Retirement Plan assets move in 2022? ▼
Juan Carlos Alvarez Benitez Retirement Plan declined sharply - down 16.4% during 2022, from $312K to $261K. Reported net income was -$51K.
How have Juan Carlos Alvarez Benitez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Juan Carlos Alvarez Benitez's sponsor-wide assets grew 49.6%, from $261K to $391K.
Where does Juan Carlos Alvarez Benitez Retirement Plan rank by assets among Form 5500 filers? ▼
Juan Carlos Alvarez Benitez Retirement Plan ranks in the 13th 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 Juan Carlos Alvarez Benitez Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is C & S Specialty Co Inc Empl Money Purchase Pension Plan in TX ($262K, 4 participants).

Next read for Juan Carlos Alvarez Benitez Retirement P…

Multi-year trail

Ways to act on Juan Carlos Alvarez Benitez Retirement Plan's numbers.

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 660443698.

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.