Money Purchase · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$828,526
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#5,923
in Professional & Technical Services (21,562 peers)
-10.8%
assets change YoY

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.

Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian among the smaller filed plans by 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 $2,050,000,000 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

Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 132937215 · Moises Villadelgado, D.V.M. PY 2022 · Money Purchase

Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian · $2M · 2 · 31st

  • PCT $2M
  • EIN 2
  • RANK 31st
  • PHOTO Money Purchase
  • IND near Dairy Union Employees Benefit Plan
  • EOY ind #5923

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 Professional & Technical Services retirement plans → · Plans in New York →

Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian in the asset neighbourhood

Michael V. Goldman, Dds, Ms, Chartered Retirement PlanMichael V. Goldman, Dds, Ms,…$2MEduardo Mccormack Retirement PlanEduardo Mccormack Retirement…$2MMoises a. Villadelgado Dvm Morgan Stanley as Keogh CustodianMoises a. Villadelgado Dvm M…$2MDairy Union Employees Benefit PlanDairy Union Employees Benefi…$2MPlain City Plumbing Inc Money Purchase PlanPlain City Plumbing Inc Mone…$2M
End-of-year total assets ($M) among Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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

Sponsor-wide plan assets over time

All Moises Villadelgado, D.V.M. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.109006329481154% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $1.98M $2.58M ▲ +30.3%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian, Total assets ($B): 0.001657052 · Participants: 2Moises a. Villadelgado Dvm Morgan Stanley as Keogh CustodianTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian side-by-side with 3 peers →

Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Dairy Union Employees Benefit Plan in OH ($2M); by covered participants it is Dr Robert J Lynch Md Keogh in WV (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 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).
Which Money Purchase plans cover a similar participant headcount to Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian? ▼
Among Money Purchase plans in other states, the closest by covered participants is Dr Robert J Lynch Md Keogh in WV (2 participants, $6M 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 132937215.

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.