Money Purchase · DOL Form 5500 · 2022

Dr. Luis J. Deliz Varela Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
33rd
Percentile by assets National rank
$647,040
Avg per participant High balance/head
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Official DOL plan name: Dr. Luis J. Deliz Varela Target Benefit Pension Plan · Sponsored by Dr. Luis J. Deliz Varela · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 3 participants

Dr. Luis J. Deliz Varela's Dr. Luis J. Deliz Varela Target Benefit Pension Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,855 in Healthcare & Social Assistance (20,060 peers)

Dr. Luis J. Deliz Varela multi-year trail

Dr. Luis J. Deliz Varela's plans moved +31.6% in assets from 2022 to 2024; this filing shows Dr. Luis J. Deliz Varela Target Benefit Pension Plan at $2M / 3 participants.

#6,855
in Healthcare & Social Assistance (20,060 peers)
-14.7%
assets change YoY

The plan reported a net loss of $328K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dr. Luis J. Deliz Varela Target Benefit Pension Plan among the smaller filed plans by assets

Dr. Luis J. Deliz Varela Target Benefit Pension Plan vs every filed plan by assets

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

$1,941,119 33rd percentile higher than 33% 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

Dr. Luis J. Deliz Varela Target Benefit Pension 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. Dr. Luis J. Deliz Varela Target Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 660746088 · Dr. Luis J. Deliz Varela PY 2022 · Money Purchase

Dr. Luis J. Deliz Varela Target Benefit Pension Plan · $2M · 3 · 33rd

  • PART $2M
  • TYPE 3
  • NET 33rd
  • BOOK Money Purchase
  • VS-ST near Ray L Vaughn
  • BOY ind #6855

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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

Dr. Luis J. Deliz Varela Target Benefit Pension Plan in the asset neighbourhood

Pension Plan for Employees of the Teamsters Local No. 115 FundsPension Plan for Employees o…$2MDr. Luis J. Deliz Varela Target Benefit Pension PlanDr. Luis J. Deliz Varela Tar…$2MRay L Vaughn$2MAnderson Wood Products Company Money Purchase Pension PlanAnderson Wood Products Compa…$2MGerry F. Emmanuel, Md Money Purchase Pension PlanGerry F. Emmanuel, Md Money …$2M
End-of-year total assets ($M) among Dr. Luis J. Deliz Varela Target Benefit Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Dr. Luis J. Deliz Varela multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Luis J. Deliz Varela plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.601720450935776% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $1.94M $2.55M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $3M

Dr. Luis J. Deliz Varela filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$328K
Employer EIN660746088
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Dr. Luis J. Deliz Varela Target Benefit Pension Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 123456 Total assets ($M) Participants Dr. Luis J. Deliz Varela Target Benefit Pension Plan, Total assets ($M): 1.941119 · Participants: 3Dr. Luis J. Deliz Varela Target Benefit Pension 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
Dr. Luis J. Deliz Varela Target Benefit Pension Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Dr. Luis J. Deliz Varela Target Benefit Pension Plan side-by-side with 3 peers →

Dr. Luis J. Deliz Varela Target Benefit Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Ray L Vaughn in LA ($2M); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); 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 Dr. Luis J. Deliz Varela Target Benefit Pension Plan assets move in 2022? ▼
Dr. Luis J. Deliz Varela Target Benefit Pension Plan pulled back noticeably - down 14.7% during 2022, from $2M to $2M. Reported net income was -$328K.
How have Dr. Luis J. Deliz Varela plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Luis J. Deliz Varela's sponsor-wide assets grew 31.6%, from $2M to $3M.
Which Money Purchase plans are similar in size to Dr. Luis J. Deliz Varela Target Benefit Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Ray L Vaughn in LA ($2M, 5 participants).
Which Money Purchase plans cover a similar participant headcount to Dr. Luis J. Deliz Varela Target Benefit Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M 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 660746088.

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.