Money Purchase · DOL Form 5500 · 2022

Dr. Hector Zavala Quinones Ana Hilda Martinez Cazorla Money Purchase Plan

Data updated 2026-08-25

$373K
Total assets Small plan by assets
4
Participants Small participant base
16th
Percentile by assets National rank
$93,177
Avg per participant Below avg balance/head
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Official DOL plan name: Zavala-Martinez Retirement Plan · Sponsored by Dr. Hector Zavala Quinones Ana Hilda Martinez Cazorla · Puerto Rico · Healthcare & Social Assistance

$373K in assets, 4 participants

Dr. Hector Zavala Quinones Ana Hilda Martinez Cazorla's Zavala-Martinez Retirement Plan reported $373K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,319 in Healthcare & Social Assistance (20,060 peers)

Dr. Hector Zavala Quinones Ana Hilda Martinez Cazorla multi-year trail

Dr. Hector Zavala Quinones Ana Hilda Martinez Cazorla's plans moved +68.5% in assets from 2022 to 2024; this filing shows Zavala-Martinez Retirement Plan at $373K / 4 participants.

#2,319
in Healthcare & Social Assistance (20,060 peers)
-31.4%
assets change YoY

The plan reported a net loss of $171K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zavala-Martinez Retirement Plan among the smaller filed plans by assets

Zavala-Martinez Retirement Plan vs every filed plan by assets

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

$372,707 16th percentile higher than 16% 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

Zavala-Martinez 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. Zavala-Martinez Retirement Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 660582701 · Dr. Hector Zavala Quinones Ana Hilda Martinez Cazorla PY 2022 · Money Purchase

Zavala-Martinez Retirement Plan · $373K · 4 · 16th

  • VS-ST $373K
  • BOY 4
  • SCH 16th
  • EBSA Money Purchase
  • PART near Psychological Associates of Il Pension Plan
  • TYPE ind #2319

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 →

Zavala-Martinez Retirement Plan in the asset neighbourhood

Psychiatric Center Inc Money Purchase Retirement PlanPsychiatric Center Inc Money…$376KWest Hartford Extended Experience II Defined Contribution Retirement PlanWest Hartford Extended Exper…$376KZavala-Martinez Retirement PlanZavala-Martinez Retirement P…$373KPsychological Associates of Il Pension PlanPsychological Associates of …$371KJames C Lisak, Md Keogh Money Purchase PlanJames C Lisak, Md Keogh Mone…$368K
End-of-year total assets ($M) among Zavala-Martinez Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Dr. Hector Zavala Quinones Ana Hilda Martinez Cazorla multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Hector Zavala Quinones Ana Hilda Martinez Cazorla plans reported in each filing year

Latest sponsor-wide plan assets
$628K 68.51494605682211% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.37M $0.63M ▲ +70.3%
Year Plans Participants Total Assets
2022 1 4 $373K
2023 1 5 $513K
2024 1 5 $628K

Dr. Hector Zavala Quinones Ana Hilda Martinez Cazorla filing trail (2022)

Total Assets (Beginning of Year)$543K
Net Assets (End of Year)$373K
Net Income-$171K
Employer EIN660582701
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Zavala-Martinez Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 0246 Total assets ($M) Participants Zavala-Martinez Retirement Plan, Total assets ($M): 0.372707 · Participants: 4Zavala-Martinez 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
Zavala-Martinez Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Zavala-Martinez Retirement Plan side-by-side with 3 peers →

Zavala-Martinez Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Psychological Associates of Il Pension Plan in IL ($371K); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Zavala-Martinez Retirement Plan assets move in 2022? ▼
Zavala-Martinez Retirement Plan contracted severely - down 31.4% during 2022, from $543K to $373K. Reported net income was -$171K.
How have Dr. Hector Zavala Quinones Ana Hilda Martinez Cazorla plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Hector Zavala Quinones Ana Hilda Martinez Cazorla's sponsor-wide assets grew 68.5%, from $373K to $628K.
Where does Zavala-Martinez Retirement Plan rank by assets among Form 5500 filers? ▼
Zavala-Martinez Retirement Plan ranks in the 16th 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 Zavala-Martinez Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Psychological Associates of Il Pension Plan in IL ($371K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Zavala-Martinez Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants, $332K 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 660582701.

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.