Money Purchase · DOL Form 5500 · 2022
David E. Rodriguez Matos Money Purchase Plan
Data updated 2026-08-11
- $160K
- Total assets
- 1
- Participants
- 9th
- Percentile by assets
- $160,000
- Avg per participant
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.
- 9th percentile by assets (of 139,126 plans)
- #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.
- $160K
- total plan assets (2022 EOY)
- 1
- covered participants
- 9th
- percentile by assets (of 139,126 plans)
- $160,000
- avg assets per participant
David E. Rodriguez Matos across 3 plan years on file
Across the 3 plan years David E. Rodriguez Matos has on file (2022-2024), sponsor-wide plan assets have moved from $160K to $92K, a decline of 42.8%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2022 ($160K); trough: 2024 ($92K).
David E. Rodriguez Matos multi-year asset trail
| 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 EIN | 810568859 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
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David E. Rodriguez Matos Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
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Money Purchase plans in other states closest to David E. Rodriguez Matos Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did David E. Rodriguez Matos Retirement Plan assets move in 2022? ▼
How have David E. Rodriguez Matos plan assets changed over time? ▼
Where does David E. Rodriguez Matos Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for David E. Rodriguez Matos Retirement Plan
Multi-year trail
Ways to act on David E. Rodriguez Matos Retirement Plan's numbers.
- By total assets, David E. Rodriguez Matos 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
- David E. Rodriguez Matos's sponsor-wide assets have declined 42.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans