Money Purchase · DOL Form 5500 · 2022

Francisco J. Rodriguez, Md PA Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
N/A
Participants Small participant base
31st
Percentile by assets National rank
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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.

  • #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.

#6,248
in Healthcare & Social Assistance (20,060 peers)
-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.

Francisco J. Rodriguez, Md PA Employees Pension Plan among the smaller filed plans by 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 $2,050,000,000 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Plan-year Form 5500 strip

Filing strip 741765322 · Francisco J. Rodriguez, Md PA PY 2022 · Money Purchase

Francisco J. Rodriguez, Md PA Employees Pension Plan · $2M · N/A · 31st

  • EIN $2M
  • RANK N/A
  • PHOTO 31st
  • IND Money Purchase
  • EOY near Robert N. Valentine, Inc. Money Purchase Pension Plan
  • 5500 ind #6248

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 Texas →

Francisco J. Rodriguez, Md PA Employees Pension Plan in the asset neighbourhood

Francisco J. Rodriguez, Md PA Employees Pension PlanFrancisco J. Rodriguez, Md P…$2MRobert N. Valentine, Inc. Money Purchase Pension PlanRobert N. Valentine, Inc. Mo…$2MTisser Law Group Money Purchase Pension PlanTisser Law Group Money Purch…$2MWrr Associates Inc.$2MU.S. Trackworks, LLC Money Purchase Pension PlanU.S. Trackworks, LLC Money P…$2M
End-of-year total assets ($M) among Francisco J. Rodriguez, Md PA Employees Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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

Sponsor-wide plan assets over time

All Francisco J. Rodriguez, Md PA plans reported in each filing year

Latest sponsor-wide plan assets
$2M 52.93874836794771% vs 2022
2023 filing year
$1M$2M$3M$4M 20222023 $3.7M $1.74M ▼ -53.0%
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 Scatter plot of 6 data points. -50000500010000 -500050010001500 Total assets ($M) Participants Francisco J. Rodriguez, Md PA Employees Pension Plan, Total assets ($M): 1.687545 · Participants: 0Francisco J. Rodriguez, Md PA Employees Pension PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($M): 957.347914 · Participants: 0Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($M): 846.473174 · Participants: 9281Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($M): 718.249932 · Participants: 6837William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($M): 211.048041 · Participants: 1394Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($M): 136.613237 · Participants: 3298Greater Texas IBEW NECA Annuity Plan
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's closest out-of-state Money Purchase peers by assets

Outside Texas, the nearest Money Purchase by end-of-year assets is Robert N. Valentine, Inc. Money Purchase Pension Plan in CA at $2M (this filing: $2M).

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 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).