Money Purchase · DOL Form 5500 · 2022

Francisco J. Rodriguez, Md PA Money Purchase Plan

Data updated 2026-08-11

$2M
Total assets
N/A
Participants
31st
Percentile by assets
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Official DOL plan name: Francisco J. Rodriguez, Md PA Employees Pension Plan · Sponsored by Francisco J. Rodriguez, Md PA · Texas · Healthcare & Social Assistance

$2M in assets, N/A participants

Francisco J. Rodriguez, Md PA's Francisco J. Rodriguez, Md PA Employees Pension Plan reported $2M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • 31st percentile by assets (of 139,126 plans)
  • #6,248 in Healthcare & Social Assistance (20,060 peers)

Francisco J. Rodriguez, Md PA multi-year trail

Francisco J. Rodriguez, Md PA's plans moved -52.9% in assets from 2022 to 2023; this filing shows Francisco J. Rodriguez, Md PA Employees Pension Plan at $2M / N/A participants.

$2M
total plan assets (2022 EOY)
N/A
covered participants
31st
percentile by assets (of 139,126 plans)
-8.9%
assets change YoY

The plan reported a net loss of $166K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Francisco J. Rodriguez, Md PA Employees Pension Plan sits by total assets

Francisco J. Rodriguez, Md PA Employees Pension Plan vs every filed plan by assets

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

$1,687,545 31st percentile higher than 31% 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

Francisco J. Rodriguez, Md PA across 2 plan years on file

Across the 2 plan years Francisco J. Rodriguez, Md PA has on file (2022-2023), sponsor-wide plan assets have moved from $4M to $2M, a decline of 52.9%.

Francisco J. Rodriguez, Md PA multi-year asset trail

$1M$2M$3M$4M 20222023 $3.7M $1.74M ▼ -53.0%
Total plan assets by year, all Francisco J. Rodriguez, Md PA plans on file
Year Plans Participants Total Assets
2022 2 N/A $4M
2023 1 N/A $2M

Francisco J. Rodriguez, Md PA filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$166K
Employer EIN741765322
Plan Effective Date1973-09-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Texas

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

Francisco J. Rodriguez, Md PA Employees Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants

Francisco J. Rodriguez, Md PA Employees Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -500050010001500 Total assets ($M) Participants Francisco J. Rodrigu…Occidental Petroleum…Alcon Retirement PlanWilliam Marsh Rice U…Apache Corporation M…Greater Texas IBEW N…
Francisco J. Rodriguez, Md PA Employees Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Francisco J. Rodriguez, Md PA Employees Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Francisco J. Rodriguez, Md PA Employees Pension Plan assets move in 2022?
Francisco J. Rodriguez, Md PA Employees Pension Plan pulled back noticeably - down 8.9% during 2022, from $2M to $2M. Reported net income was -$166K.
How have Francisco J. Rodriguez, Md PA plan assets changed over time?
Across 2 plan years on file (2022-2023), Francisco J. Rodriguez, Md PA's sponsor-wide assets declined 52.9%, from $4M to $2M.
Which Money Purchase plans are similar in size to Francisco J. Rodriguez, Md PA Employees Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Robert N. Valentine, Inc. Money Purchase Pension Plan in CA ($2M, 3 participants).

Next read for Francisco J. Rodriguez, Md PA Employees …

Multi-year trail

Ways to act on Francisco J. Rodriguez, Md PA Employees Pension Plan's numbers.