Money Purchase · DOL Form 5500 · 2022

Moises Villadelgado, D.V.M. Money Purchase Plan

Data updated 2026-08-11

$2M
Total assets
2
Participants
31st
Percentile by assets
$828,526
Avg per participant
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Official DOL plan name: Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian · Sponsored by Moises Villadelgado, D.V.M. · New York · Professional & Technical Services

$2M in assets, 2 participants

Moises Villadelgado, D.V.M.'s Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • 31st percentile by assets (of 139,126 plans)
  • #5,923 in Professional & Technical Services (21,562 peers)

Moises Villadelgado, D.V.M. multi-year trail

Moises Villadelgado, D.V.M.'s plans moved +30.1% in assets from 2022 to 2024; this filing shows Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian at $2M / 2 participants.

$2M
total plan assets (2022 EOY)
2
covered participants
31st
percentile by assets (of 139,126 plans)
$828,526
avg assets per participant

The plan reported a net loss of $200K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian sits by total assets

Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian vs every filed plan by assets

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

$1,657,052 31st percentile higher than 31% 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

Moises Villadelgado, D.V.M. across 3 plan years on file

Across the 3 plan years Moises Villadelgado, D.V.M. has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 30.1%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).

Moises Villadelgado, D.V.M. multi-year asset trail

$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $1.98M $2.58M ▲ +30.3%
Total plan assets by year, all Moises Villadelgado, D.V.M. plans on file
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $2M
2024 2 4 $3M

Moises Villadelgado, D.V.M. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$200K
Employer EIN132937215
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian vs. nearby Money Purchase plans in New York, assets vs. participants

Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Moises a. Villadelga…Tiaa Retirement PlanYoung Men's Christia…McKinsey & Company, …Brookhaven Science A…Iron Workers Locals …
Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian vs. nearby Money Purchase plans in New York, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian by total assets, not by location.

Frequently Asked Questions

How did Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian assets move in 2022?
Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian pulled back noticeably - down 10.8% during 2022, from $2M to $2M. Reported net income was -$200K.
How have Moises Villadelgado, D.V.M. plan assets changed over time?
Across 3 plan years on file (2022-2024), Moises Villadelgado, D.V.M.'s sponsor-wide assets grew 30.1%, from $2M to $3M.
Which Money Purchase plans are similar in size to Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian?
Among Money Purchase plans in other states, the closest by assets is Dairy Union Employees Benefit Plan in OH ($2M, 23 participants).

Next read for Moises a. Villadelgado Dvm Morgan Stanle…

Multi-year trail

Ways to act on Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian's numbers.