Money Purchase · DOL Form 5500 · 2022

Wilfredo Lopez Hernandez Money Purchase Plan

Data updated 2026-08-25

$225K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$75,000
Avg per participant Below avg balance/head
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Official DOL plan name: Wilfredo Lopez Hernandez Retirement Plan · Sponsored by Wilfredo Lopez Hernandez · Puerto Rico · Healthcare & Social Assistance

$225K in assets, 3 participants

Wilfredo Lopez Hernandez's Wilfredo Lopez Hernandez Retirement Plan reported $225K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,604 in Healthcare & Social Assistance (20,060 peers)

Wilfredo Lopez Hernandez multi-year trail

Wilfredo Lopez Hernandez's plans moved +15.6% in assets from 2022 to 2024; this filing shows Wilfredo Lopez Hernandez Retirement Plan at $225K / 3 participants.

#1,604
in Healthcare & Social Assistance (20,060 peers)
+12.5%
assets growth YoY

Wilfredo Lopez Hernandez Retirement Plan among the smaller filed plans by assets

Wilfredo Lopez Hernandez Retirement Plan vs every filed plan by assets

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

$225,000 11th percentile higher than 11% 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

Wilfredo Lopez Hernandez 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. Wilfredo Lopez Hernandez Retirement Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 660371894 · Wilfredo Lopez Hernandez PY 2022 · Money Purchase

Wilfredo Lopez Hernandez Retirement Plan · $225K · 3 · 11th

  • SCH $225K
  • EBSA 3
  • PART 11th
  • TYPE Money Purchase
  • NET near Revere Enterprises Inc. Money Purchase Pension Plan
  • BOOK ind #1604

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 →

Wilfredo Lopez Hernandez Retirement Plan in the asset neighbourhood

Wilfredo Lopez Hernandez Retirement PlanWilfredo Lopez Hernandez Ret…$225KRevere Enterprises Inc. Money Purchase Pension PlanRevere Enterprises Inc. Mone…$226KThe Crosby Group Pension-Plus Plan for Non-Bargaining EmployeesThe Crosby Group Pension-Plu…$226KWilliam a. Keen Money Purchase Plan & TrustWilliam a. Keen Money Purcha…$229KBudd J. Mildenberg, Md Keough Money Purchase Pension PlanBudd J. Mildenberg, Md Keoug…$222K
End-of-year total assets ($M) among Wilfredo Lopez Hernandez Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Wilfredo Lopez Hernandez multi-year asset trail

Sponsor-wide plan assets over time

All Wilfredo Lopez Hernandez plans reported in each filing year

Latest sponsor-wide plan assets
$260K 15.555555555555555% vs 2022
2024 filing year
$0.22M$0.23M$0.24M$0.25M$0.26M$0.27M 202220232024 $0.23M $0.26M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 3 $225K
2023 1 3 $250K
2024 1 2 $260K

Wilfredo Lopez Hernandez filing trail (2022)

Total Assets (Beginning of Year)$200K
Net Assets (End of Year)$225K
Net Income$25K
Employer EIN660371894
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Wilfredo Lopez Hernandez Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20246 Total assets ($M) Participants Wilfredo Lopez Hernandez Retirement Plan, Total assets ($M): 0.225 · Participants: 3Wilfredo Lopez Hernandez 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
Wilfredo Lopez Hernandez Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

Wilfredo Lopez Hernandez Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Revere Enterprises Inc. Money Purchase Pension Plan in PA ($226K); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

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 Wilfredo Lopez Hernandez Retirement Plan assets move in 2022? ▼
Wilfredo Lopez Hernandez Retirement Plan grew at a solid clip - up 12.5% during 2022, from $200K to $225K. Reported net income was $25K.
How have Wilfredo Lopez Hernandez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilfredo Lopez Hernandez's sponsor-wide assets grew 15.6%, from $225K to $260K.
Where does Wilfredo Lopez Hernandez Retirement Plan rank by assets among Form 5500 filers? ▼
Wilfredo Lopez Hernandez Retirement Plan ranks in the 11th 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 Wilfredo Lopez Hernandez Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Revere Enterprises Inc. Money Purchase Pension Plan in PA ($226K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Wilfredo Lopez Hernandez Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M in assets).