Money Purchase · DOL Form 5500 · 2022

Wilfredo Lopez Hernandez Money Purchase Plan

Data updated 2026-08-11

$225K
Total assets: 3
Participants: 11th
Percentile by assets: $75,000
Avg per participant

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.

11th percentile by assets (of 139,126 plans)
#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.

$225K
total plan assets (2022 EOY): 3
covered participants: 11th
percentile by assets (of 139,126 plans): $75,000
avg assets per participant

Where Wilfredo Lopez Hernandez Retirement Plan sits by total 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

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State

Puerto Rico

Industry

Healthcare & Social Assistance

Wilfredo Lopez Hernandez across 3 plan years on file

Across the 3 plan years Wilfredo Lopez Hernandez has on file (2022-2024), sponsor-wide plan assets have moved from $225K to $260K, a gain of 15.6%, while reported participants moved from 3 to 2 (-33.3%). Peak year by sponsor assets: 2024 ($260K); trough: 2022 ($225K).

Wilfredo Lopez Hernandez multi-year asset trail

Total plan assets by year, all Wilfredo Lopez Hernandez plans on file

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 EIN	660371894
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Wilfredo Lopez Hernandez Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

Colegio Marista Money Purchase Thrift Plan $6M · 152
Jimenez, Graffam & Lausell Pension Plan $5M · 27
Dr. Jose R. Cumba Retirement Plan $4M · 4
San Pablo Pathology Group, Inc. Retirement Plan Series 94-999 $3M · 17
Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust $3M · 309

Compare Wilfredo Lopez Hernandez Retirement Plan side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Wilfredo Lopez Hernandez Retirement Plan by total assets, not by location.

Revere Enterprises Inc. Money Purchase Pension Plan (PA) $226K · 2
The Crosby Group Pension-Plus Plan for Non-Bargaining Employees (OK) $226K · 57
Budd J. Mildenberg, Md Keough Money Purchase Pension Plan (PA) $222K · N/A
William a. Keen Money Purchase Plan & Trust (VA) $229K · 2

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).

Next read for Wilfredo Lopez Hernandez Retirement Plan

Multi-year trail

Ways to act on Wilfredo Lopez Hernandez Retirement Plan's numbers.

By total assets, Wilfredo Lopez Hernandez Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
Wilfredo Lopez Hernandez's sponsor-wide assets have grown 15.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 660371894.