Money Purchase · DOL Form 5500 · 2022

Isamar Burgos Lopez Money Purchase Plan

Data updated 2026-08-11

$55K
Total assets
3
Participants
4th
Percentile by assets
$18,407
Avg per participant
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Official DOL plan name: I Burgos Retirement Plan · Sponsored by Isamar Burgos Lopez · Puerto Rico · Other Services

$55K in assets, 3 participants

Isamar Burgos Lopez's I Burgos Retirement Plan reported $55K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 4th 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.

  • 4th percentile by assets (of 139,126 plans)
  • #680 in Other Services (8,398 peers)

Isamar Burgos Lopez multi-year trail

Isamar Burgos Lopez's plans moved +77.1% in assets from 2022 to 2024; this filing shows I Burgos Retirement Plan at $55K / 3 participants.

$55K
total plan assets (2022 EOY)
3
covered participants
4th
percentile by assets (of 139,126 plans)
$18,407
avg assets per participant

Where I Burgos Retirement Plan sits by total assets

I Burgos Retirement Plan vs every filed plan by assets

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

$55,220 4th percentile higher than 4% 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

State
Industry

Isamar Burgos Lopez across 3 plan years on file

Across the 3 plan years Isamar Burgos Lopez has on file (2022-2024), sponsor-wide plan assets have moved from $55K to $98K, a gain of 77.1%, while reported participants moved from 3 to 4 (+33.3%). Peak year by sponsor assets: 2024 ($98K); trough: 2022 ($55K).

Isamar Burgos Lopez multi-year asset trail

$0.04M$0.06M$0.08M$0.1M$0.12M 202220232024 $0.06M $0.1M ▲ +66.7%
Total plan assets by year, all Isamar Burgos Lopez plans on file
Year Plans Participants Total Assets
2022 1 3 $55K
2023 1 4 $76K
2024 1 4 $98K

Isamar Burgos Lopez filing trail (2022)

Total Assets (Beginning of Year)$36K
Net Assets (End of Year)$55K
Net Income$19K
Employer EIN666047714
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

I Burgos Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

I Burgos 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 I Burgos Retirement …Colegio Marista Mone…Jimenez, Graffam & L…Dr. Jose R. Cumba Re…San Pablo Pathology …Programa Head Start …
I Burgos 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 I Burgos Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did I Burgos Retirement Plan assets move in 2022?
I Burgos Retirement Plan surged - up 52.3% during 2022, from $36K to $55K. Reported net income was $19K.
How have Isamar Burgos Lopez plan assets changed over time?
Across 3 plan years on file (2022-2024), Isamar Burgos Lopez's sponsor-wide assets grew 77.1%, from $55K to $98K.
Where does I Burgos Retirement Plan rank by assets among Form 5500 filers?
I Burgos Retirement Plan ranks in the 4th 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 I Burgos Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is Primary Source Group Corp., Profit Sharing Plan in CA ($55K, 1 participant).

Multi-year trail

Ways to act on I Burgos Retirement Plan's numbers.