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
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
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
| 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 EIN | 666047714 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING 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
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? ▼
How have Isamar Burgos Lopez plan assets changed over time? ▼
Where does I Burgos Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to I Burgos Retirement Plan? ▼
Next read for I Burgos Retirement Plan
Multi-year trail
Ways to act on I Burgos Retirement Plan's numbers.
- By total assets, I Burgos 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
- Isamar Burgos Lopez's sponsor-wide assets have grown 77.1% since 2022 across 3 plan years on file. More Other Services plans