Money Purchase · DOL Form 5500 · 2022
Maria Betancourt Money Purchase Plan
Data updated 2026-08-25
- $230K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $114,988
- Avg per participant Below avg balance/head
Official DOL plan name: Maria Betancourt Retirement Plan · Sponsored by Maria Betancourt · Puerto Rico · Healthcare & Social Assistance
$230K in assets, 2 participants
Maria Betancourt's Maria Betancourt Retirement Plan reported $230K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.
- #1,643 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Maria Betancourt Retirement Plan pulled back noticeably 13.3% in 2022 ($265K → $230K) for 2 participants.
- #1,643
- in Healthcare & Social Assistance (20,060 peers)
- -13.3%
- assets change YoY
The plan reported a net loss of $35K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Maria Betancourt Retirement Plan among the smaller filed plans by assets
Maria Betancourt Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$229,975 12th percentile higher than 12% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Maria Betancourt 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. Maria Betancourt Retirement Plan is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 660449346 · Maria Betancourt PY 2022 · Money Purchase
Maria Betancourt Retirement Plan · $230K · 2 · 12th
- PART $230K
- PART 2
- PART 12th
- PART Money Purchase
- PART near Electrical Workers 22 Fcu Pension Plan
- PART ind #1643
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 →
Maria Betancourt Retirement Plan in the asset neighbourhood
Maria Betancourt years around the 2022 move
Sponsor-wide plan assets over time
All Maria Betancourt plans reported in each filing year
- Latest sponsor-wide plan assets
- $214K 7.062941624089575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $230K |
| 2023 | 1 | 1 | $72K |
| 2024 | 1 | 1 | $214K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $265K |
|---|---|
| Net Assets (End of Year) | $230K |
| Net Income | -$35K |
| Employer EIN | 660449346 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Maria Betancourt Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Electrical Workers 22 Fcu Pension Plan in NE ($231K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($230K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- The Sellon Retirement Plan (NY) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- Money Purchase (VA) 2 · 0 off
- E. James Bodmer, D.P.M., P.C. Profit Sharing Plan (SC) 2 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.