Money Purchase · DOL Form 5500 · 2022

David Rivera Rivera Money Purchase Plan

Data updated 2026-08-25

$325K
Total assets Small plan by assets
7
Participants Small participant base
14th
Percentile by assets National rank
$46,424
Avg per participant Low balance/head
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Official DOL plan name: David O. Rivera Rivera, Dds Retirement Plan · Sponsored by David Rivera Rivera · Puerto Rico · Healthcare & Social Assistance

$325K in assets, 7 participants

David Rivera Rivera's David O. Rivera Rivera, Dds Retirement Plan reported $325K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,099 in Healthcare & Social Assistance (20,060 peers)

David Rivera Rivera multi-year trail

David Rivera Rivera's plans moved +24.5% in assets from 2022 to 2024; this filing shows David O. Rivera Rivera, Dds Retirement Plan at $325K / 7 participants.

#2,099
in Healthcare & Social Assistance (20,060 peers)
-13.4%
assets change YoY

The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David O. Rivera Rivera, Dds Retirement Plan among the smaller filed plans by assets

David O. Rivera Rivera, Dds Retirement Plan vs every filed plan by assets

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

$324,967 14th percentile higher than 14% 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

David O. Rivera Rivera, Dds 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. David O. Rivera Rivera, Dds Retirement Plan is a micro filing (7 participants), the leftmost band.

DOL schedule card

Filing strip 660520636 · David Rivera Rivera PY 2022 · Money Purchase

David O. Rivera Rivera, Dds Retirement Plan · $325K · 7 · 14th

  • TYPE $325K
  • TYPE 7
  • TYPE 14th
  • TYPE Money Purchase
  • TYPE near Steven Novick - Money Purchase Pension Plan
  • TYPE ind #2099

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 →

David O. Rivera Rivera, Dds Retirement Plan in the asset neighbourhood

Bolick & Associates, PA, Cpa's Money Purchase Pension PlanBolick & Associates, PA, Cpa…$327KDavid O. Rivera Rivera, Dds Retirement PlanDavid O. Rivera Rivera, Dds …$325KSteven Novick - Money Purchase Pension PlanSteven Novick - Money Purcha…$325KMoises a. Villadelgado Dvm Morgan Stanley as Keogh CustodianMoises a. Villadelgado Dvm M…$325KGina Kam Wamg M.D., L.L.P. Money Purchase PlanGina Kam Wamg M.D., L.L.P. M…$324K
End-of-year total assets ($M) among David O. Rivera Rivera, Dds Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

David Rivera Rivera multi-year asset trail

Sponsor-wide plan assets over time

All David Rivera Rivera plans reported in each filing year

Latest sponsor-wide plan assets
$404K 24.453867623481766% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.32M $0.4M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 7 $325K
2023 1 7 $370K
2024 1 6 $404K

David Rivera Rivera filing trail (2022)

Total Assets (Beginning of Year)$375K
Net Assets (End of Year)$325K
Net Income-$50K
Employer EIN660520636
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

David O. Rivera Rivera, Dds Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 0246 Total assets ($M) Participants David O. Rivera Rivera, Dds Retirement Plan, Total assets ($M): 0.324967 · Participants: 7David O. Rivera Rivera, Dds 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
David O. Rivera Rivera, Dds Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare David O. Rivera Rivera, Dds Retirement Plan side-by-side with 3 peers →

David O. Rivera Rivera, Dds Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Steven Novick - Money Purchase Pension Plan in NY ($325K); by covered participants it is Berkowitz & Berkowitz Self Employed Retirement Pla in PA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 David O. Rivera Rivera, Dds Retirement Plan assets move in 2022? ▼
David O. Rivera Rivera, Dds Retirement Plan pulled back noticeably - down 13.4% during 2022, from $375K to $325K. Reported net income was -$50K.
How have David Rivera Rivera plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Rivera Rivera's sponsor-wide assets grew 24.5%, from $325K to $404K.
Where does David O. Rivera Rivera, Dds Retirement Plan rank by assets among Form 5500 filers? ▼
David O. Rivera Rivera, Dds Retirement Plan ranks in the 14th 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 David O. Rivera Rivera, Dds Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Steven Novick - Money Purchase Pension Plan in NY ($325K, 6 participants).
Which Money Purchase plans cover a similar participant headcount to David O. Rivera Rivera, Dds Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Berkowitz & Berkowitz Self Employed Retirement Pla in PA (7 participants, N/A 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 660520636.

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.