Money Purchase · DOL Form 5500 · 2022

David E. Rodriguez Matos Money Purchase Plan

Data updated 2026-08-25

$160K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$160,000
Avg per participant Above avg balance/head
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Official DOL plan name: David E. Rodriguez Matos Retirement Plan · Sponsored by David E. Rodriguez Matos · Puerto Rico · Professional & Technical Services

$160K in assets, 1 participants

David E. Rodriguez Matos's David E. Rodriguez Matos Retirement Plan reported $160K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,633 in Professional & Technical Services (21,562 peers)

David E. Rodriguez Matos multi-year trail

David E. Rodriguez Matos's plans moved -42.8% in assets from 2022 to 2024; this filing shows David E. Rodriguez Matos Retirement Plan at $160K / 1 participant.

#1,633
in Professional & Technical Services (21,562 peers)
+3.2%
assets growth YoY

David E. Rodriguez Matos Retirement Plan among the smaller filed plans by assets

David E. Rodriguez Matos Retirement Plan vs every filed plan by assets

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

$160,000 9th percentile higher than 9% 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

David E. Rodriguez Matos 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. David E. Rodriguez Matos Retirement Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 810568859 · David E. Rodriguez Matos PY 2022 · Money Purchase

David E. Rodriguez Matos Retirement Plan · $160K · 1 · 9th

  • ASSETS $160K
  • ASSETS 1
  • ASSETS 9th
  • ASSETS Money Purchase
  • ASSETS near Local 976 Ila Pension Fund 601 West 51st Street New York Ny 10019
  • ASSETS ind #1633

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 Puerto Rico →

David E. Rodriguez Matos Retirement Plan in the asset neighbourhood

David E. Rodriguez Matos Retirement PlanDavid E. Rodriguez Matos Ret…$160KLocal 976 Ila Pension Fund 601 West 51st Street New York Ny 10019Local 976 Ila Pension Fund 6…$162KVirgilio Cepellos, M.D. Money Purchase Pension PlanVirgilio Cepellos, M.D. Mone…$162KRichard C. Fortuna Dba Sea L.C. Money Purchase PlanRichard C. Fortuna Dba Sea L…$157KAnesthesiology P.C. Money Purchase Pension PlanAnesthesiology P.C. Money Pu…$156K
End-of-year total assets ($M) among David E. Rodriguez Matos Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

David E. Rodriguez Matos multi-year asset trail

Sponsor-wide plan assets over time

All David E. Rodriguez Matos plans reported in each filing year

Latest sponsor-wide plan assets
$92K 42.765625% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.16M $0.09M ▼ -43.8%
Year Plans Participants Total Assets
2022 1 1 $160K
2023 1 1 $141K
2024 1 1 $92K

David E. Rodriguez Matos filing trail (2022)

Total Assets (Beginning of Year)$155K
Net Assets (End of Year)$160K
Net Income$5K
Employer EIN810568859
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

David E. Rodriguez Matos Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20246 Total assets ($M) Participants David E. Rodriguez Matos Retirement Plan, Total assets ($M): 0.16 · Participants: 1David E. Rodriguez Matos 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
David E. Rodriguez Matos Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare David E. Rodriguez Matos Retirement Plan side-by-side with 3 peers →

David E. Rodriguez Matos Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Local 976 Ila Pension Fund 601 West 51st Street New York Ny 10019 in NY ($162K); by covered participants it is Glendale Medical Imaging Associates, Inc. Retirement and Health/Disability Plan in AZ (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 David E. Rodriguez Matos Retirement Plan assets move in 2022? ▼
David E. Rodriguez Matos Retirement Plan edged up modestly - up 3.2% during 2022, from $155K to $160K. Reported net income was $5K.
How have David E. Rodriguez Matos plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David E. Rodriguez Matos's sponsor-wide assets declined 42.8%, from $160K to $92K.
Where does David E. Rodriguez Matos Retirement Plan rank by assets among Form 5500 filers? ▼
David E. Rodriguez Matos Retirement Plan ranks in the 9th 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 David E. Rodriguez Matos Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Local 976 Ila Pension Fund 601 West 51st Street New York Ny 10019 in NY ($162K, N/A participants).
Which Money Purchase plans cover a similar participant headcount to David E. Rodriguez Matos Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Glendale Medical Imaging Associates, Inc. Retirement and Health/Disability Plan in AZ (1 participant, N/A 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 810568859.

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.