Money Purchase · DOL Form 5500 · 2022
Fernando Ysern Borras Money Purchase Plan
Data updated 2026-08-25
- $130K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $26,000
- Avg per participant Low balance/head
Official DOL plan name: Fernando Ysern Borras Retirement Plan · Sponsored by Fernando Ysern Borras · Puerto Rico · Healthcare & Social Assistance
$130K in assets, 5 participants
Fernando Ysern Borras's Fernando Ysern Borras Retirement Plan reported $130K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.
- #1,035 in Healthcare & Social Assistance (20,060 peers)
Fernando Ysern Borras multi-year trail
Fernando Ysern Borras's plans moved +15.4% in assets from 2022 to 2024; this filing shows Fernando Ysern Borras Retirement Plan at $130K / 5 participants.
- #1,035
- in Healthcare & Social Assistance (20,060 peers)
- +30.0%
- assets growth YoY
Fernando Ysern Borras Retirement Plan among the smaller filed plans by assets
Fernando Ysern Borras Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$130,000 8th percentile higher than 8% 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
Fernando Ysern Borras 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. Fernando Ysern Borras Retirement Plan is a micro filing (5 participants), the leftmost band.
DOL schedule card
Filing strip 660610616 · Fernando Ysern Borras PY 2022 · Money Purchase
Fernando Ysern Borras Retirement Plan · $130K · 5 · 8th
- VS-ST $130K
- BOY 5
- SCH 8th
- EBSA Money Purchase
- PART near Commercial Risk Re-Insurance Company Money Purchase Pension Plan
- TYPE ind #1035
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 →
Fernando Ysern Borras Retirement Plan in the asset neighbourhood
Fernando Ysern Borras multi-year asset trail
Sponsor-wide plan assets over time
All Fernando Ysern Borras plans reported in each filing year
- Latest sponsor-wide plan assets
- $150K 15.384615384615385% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $130K |
| 2023 | 1 | 5 | $135K |
| 2024 | 1 | 5 | $150K |
Fernando Ysern Borras filing trail (2022)
| Total Assets (Beginning of Year) | $100K |
|---|---|
| Net Assets (End of Year) | $130K |
| Net Income | $30K |
| Employer EIN | 660610616 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Fernando Ysern Borras Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Commercial Risk Re-Insurance Company Money Purchase Pension Plan in NY ($129K); by covered participants it is Unit Design Inc. Mp in LA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($130K here).
- Commercial Risk Re-Insurance Company Money Purchase Pension Plan (NY) $129K · N/A
- Profit Sharing Plan (NY) $134K · 4
- Teaneck Federal Credit Union Pension Plan (NJ) $136K · 2
- Dr Martha Ann Flowers Md Basic Plan (AR) $136K · 4
Similar participant headcount
Nearest other-state filings by covered participants (5 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.