Money Purchase · DOL Form 5500 · 2022
Carlos Caceres Roure, Md Money Purchase Plan
Data updated 2026-08-11
- $7K
- Total assets
- 2
- Participants
- 1st
- Percentile by assets
- $3,375
- Avg per participant
Official DOL plan name: Carlos Caceres Roure, Md Retirement Plan · Sponsored by Carlos Caceres Roure, Md · Puerto Rico · Healthcare & Social Assistance
$7K in assets, 2 participants
Carlos Caceres Roure, Md's Carlos Caceres Roure, Md Retirement Plan reported $7K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 1st 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.
- 1st percentile by assets (of 139,126 plans)
- #140 in Healthcare & Social Assistance (20,060 peers)
Carlos Caceres Roure, Md multi-year trail
Carlos Caceres Roure, Md's plans moved +28.7% in assets from 2022 to 2024; this filing shows Carlos Caceres Roure, Md Retirement Plan at $7K / 2 participants.
- $7K
- total plan assets (2022 EOY)
- 2
- covered participants
- 1st
- percentile by assets (of 139,126 plans)
- $3,375
- avg assets per participant
The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carlos Caceres Roure, Md across 3 plan years on file
Across the 3 plan years Carlos Caceres Roure, Md has on file (2022-2024), sponsor-wide plan assets have moved from $7K to $9K, a gain of 28.7%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($9K); trough: 2022 ($7K).
Carlos Caceres Roure, Md multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $7K |
| 2023 | 1 | 2 | $8K |
| 2024 | 1 | 2 | $9K |
Carlos Caceres Roure, Md filing trail (2022)
| Total Assets (Beginning of Year) | $8K |
|---|---|
| Net Assets (End of Year) | $7K |
| Net Income | -$2K |
| Employer EIN | 660657670 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
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Carlos Caceres Roure, Md 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 Carlos Caceres Roure, Md Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Carlos Caceres Roure, Md Retirement Plan assets move in 2022? ▼
How have Carlos Caceres Roure, Md plan assets changed over time? ▼
Where does Carlos Caceres Roure, Md Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Carlos Caceres Roure, Md Retirement Plan
Multi-year trail
Ways to act on Carlos Caceres Roure, Md Retirement Plan's numbers.
- By total assets, Carlos Caceres Roure, Md 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
- Carlos Caceres Roure, Md's sponsor-wide assets have grown 28.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans