Money Purchase · DOL Form 5500 · 2022

Luis Manuel Dorta Hernandez Money Purchase Plan

Data updated 2026-08-25

$330K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$164,885
Avg per participant Above avg balance/head
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Official DOL plan name: Luis Manuel Dorta Hernandez Profit Sharing Plan · Sponsored by Luis Manuel Dorta Hernandez · Puerto Rico · Healthcare & Social Assistance

$330K in assets, 2 participants

Luis Manuel Dorta Hernandez's Luis Manuel Dorta Hernandez Profit Sharing Plan reported $330K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,116 in Healthcare & Social Assistance (20,060 peers)

Luis Manuel Dorta Hernandez multi-year trail

Luis Manuel Dorta Hernandez's plans moved +21.8% in assets from 2022 to 2024; this filing shows Luis Manuel Dorta Hernandez Profit Sharing Plan at $330K / 2 participants.

#2,116
in Healthcare & Social Assistance (20,060 peers)
-6.9%
assets change YoY

The plan reported a net loss of $24K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Luis Manuel Dorta Hernandez Profit Sharing Plan among the smaller filed plans by assets

Luis Manuel Dorta Hernandez Profit Sharing Plan vs every filed plan by assets

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

$329,770 14th percentile higher than 14% 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

Luis Manuel Dorta Hernandez Profit Sharing 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. Luis Manuel Dorta Hernandez Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 660567575 · Luis Manuel Dorta Hernandez PY 2022 · Money Purchase

Luis Manuel Dorta Hernandez Profit Sharing Plan · $330K · 2 · 14th

  • BOY $330K
  • BOY 2
  • BOY 14th
  • BOY Money Purchase
  • BOY near Gary Gardner/Mppp
  • BOY ind #2116

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 →

Luis Manuel Dorta Hernandez Profit Sharing Plan in the asset neighbourhood

Luis Manuel Dorta Hernandez Profit Sharing PlanLuis Manuel Dorta Hernandez …$330KGary Gardner/Mppp$331KPsychiatric Center Inc Money Purchase Retirement PlanPsychiatric Center Inc Money…$332KBolick & Associates, PA, Cpa's Money Purchase Pension PlanBolick & Associates, PA, Cpa…$327KSteven Novick - Money Purchase Pension PlanSteven Novick - Money Purcha…$325K
End-of-year total assets ($M) among Luis Manuel Dorta Hernandez Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Luis Manuel Dorta Hernandez multi-year asset trail

Sponsor-wide plan assets over time

All Luis Manuel Dorta Hernandez plans reported in each filing year

Latest sponsor-wide plan assets
$402K 21.794887345725808% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.33M $0.4M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 2 $330K
2023 1 2 $388K
2024 1 2 $402K

Luis Manuel Dorta Hernandez filing trail (2022)

Total Assets (Beginning of Year)$354K
Net Assets (End of Year)$330K
Net Income-$24K
Employer EIN660567575
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Luis Manuel Dorta Hernandez Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 0246 Total assets ($M) Participants Luis Manuel Dorta Hernandez Profit Sharing Plan, Total assets ($M): 0.32977 · Participants: 2Luis Manuel Dorta Hernandez Profit Sharing 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
Luis Manuel Dorta Hernandez Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Luis Manuel Dorta Hernandez Profit Sharing Plan side-by-side with 3 peers →

Luis Manuel Dorta Hernandez Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Gary Gardner/Mppp in CA ($331K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Luis Manuel Dorta Hernandez Profit Sharing Plan assets move in 2022? ▼
Luis Manuel Dorta Hernandez Profit Sharing Plan pulled back noticeably - down 6.9% during 2022, from $354K to $330K. Reported net income was -$24K.
How have Luis Manuel Dorta Hernandez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luis Manuel Dorta Hernandez's sponsor-wide assets grew 21.8%, from $330K to $402K.
Where does Luis Manuel Dorta Hernandez Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Luis Manuel Dorta Hernandez Profit Sharing Plan ranks in the 14th 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 Luis Manuel Dorta Hernandez Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Gary Gardner/Mppp in CA ($331K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Luis Manuel Dorta Hernandez Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M 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 660567575.

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.