Money Purchase · DOL Form 5500 · 2022

Aurea Pedraza Pena Money Purchase Plan

Data updated 2026-08-11

$249K
Total assets
1
Participants
12th
Percentile by assets
$248,881
Avg per participant
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Official DOL plan name: Aurea Pedraza Pena Retirement Plan · Sponsored by Aurea Pedraza Pena · Puerto Rico · Professional & Technical Services

$249K in assets, 1 participants

Aurea Pedraza Pena's Aurea Pedraza Pena Retirement Plan reported $249K in total assets and 1 participant 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.

  • 12th percentile by assets (of 139,126 plans)
  • #2,139 in Professional & Technical Services (21,562 peers)

Aurea Pedraza Pena multi-year trail

Aurea Pedraza Pena's plans moved +10.8% in assets from 2022 to 2024; this filing shows Aurea Pedraza Pena Retirement Plan at $249K / 1 participant.

$249K
total plan assets (2022 EOY)
1
covered participants
12th
percentile by assets (of 139,126 plans)
$248,881
avg assets per participant

The plan reported a net loss of $87K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Aurea Pedraza Pena Retirement Plan sits by total assets

Aurea Pedraza Pena Retirement Plan vs every filed plan by assets

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

$248,881 12th percentile higher than 12% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Aurea Pedraza Pena across 3 plan years on file

Across the 3 plan years Aurea Pedraza Pena has on file (2022-2024), sponsor-wide plan assets have moved from $249K to $276K, a gain of 10.8%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2024 ($276K); trough: 2022 ($249K).

Aurea Pedraza Pena multi-year asset trail

$0.24M$0.25M$0.26M$0.27M$0.28M$0.29M 202220232024 $0.25M $0.28M ▲ +12.0%
Total plan assets by year, all Aurea Pedraza Pena plans on file
Year Plans Participants Total Assets
2022 1 1 $249K
2023 1 1 $259K
2024 1 1 $276K

Aurea Pedraza Pena filing trail (2022)

Total Assets (Beginning of Year)$336K
Net Assets (End of Year)$249K
Net Income-$87K
Employer EIN660664465
Plan Effective Date2005-09-27
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Aurea Pedraza Pena Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20246 Total assets ($M) Participants Aurea Pedraza Pena R…, Total assets ($M): 0.248881 · Participants: 1Aurea Pedraza Pena R…Colegio Marista Mone…, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Mone…Jimenez, Graffam & L…, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & L…Dr. Jose R. Cumba Re…, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Re…San Pablo Pathology …, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology …Programa Head Start …, Total assets ($M): 3.079848 · Participants: 309Programa Head Start …
Aurea Pedraza Pena Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Aurea Pedraza Pena Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Aurea Pedraza Pena Retirement Plan assets move in 2022?
Aurea Pedraza Pena Retirement Plan declined sharply - down 25.9% during 2022, from $336K to $249K. Reported net income was -$87K.
How have Aurea Pedraza Pena plan assets changed over time?
Across 3 plan years on file (2022-2024), Aurea Pedraza Pena's sponsor-wide assets grew 10.8%, from $249K to $276K.
Where does Aurea Pedraza Pena Retirement Plan rank by assets among Form 5500 filers?
Aurea Pedraza Pena Retirement Plan ranks in the 12th 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 Aurea Pedraza Pena Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is Mayday Communications Inc Money Purchase Pension Plan in NY ($251K, 3 participants).

Multi-year trail

Ways to act on Aurea Pedraza Pena Retirement Plan's numbers.