Money Purchase · DOL Form 5500 · 2022

Luis Lajara Borelli Money Purchase Plan

Data updated 2026-08-25

$11K
Total assets Small plan by assets
1
Participants Small participant base
1st
Percentile by assets National rank
$11,293
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Luis Lajara Borelli Target Benefit Pension Plan · Sponsored by Luis Lajara Borelli · Puerto Rico · Professional & Technical Services

$11K in assets, 1 participants

Luis Lajara Borelli's Luis Lajara Borelli Target Benefit Pension Plan reported $11K in total assets and 1 participant 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.

  • #288 in Professional & Technical Services (21,562 peers)

2022 asset change

Luis Lajara Borelli Target Benefit Pension Plan contracted severely 84.4% in 2022 ($72K → $11K) for 1 participant.

#288
in Professional & Technical Services (21,562 peers)
-84.4%
assets change YoY

Luis Lajara Borelli Target Benefit Pension Plan among the smaller filed plans by assets

Luis Lajara Borelli Target Benefit Pension Plan vs every filed plan by assets

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

$11,293 1st percentile higher than 1% 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

Luis Lajara Borelli 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. Luis Lajara Borelli Target Benefit Pension Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 223189113 · Luis Lajara Borelli PY 2022 · Money Purchase

Luis Lajara Borelli Target Benefit Pension Plan · $11K · 1 · 1st

  • PCT $11K
  • PCT 1
  • PCT 1st
  • PCT Money Purchase
  • PCT near Karen M Burns - Books and People Mp Keough
  • PCT ind #288

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Luis Lajara Borelli Target Benefit Pension Plan in the asset neighbourhood

Money Purchase Plan$16KLuis Lajara Borelli Target Benefit Pension PlanLuis Lajara Borelli Target B…$11KKaren M Burns - Books and People Mp KeoughKaren M Burns - Books and Pe…$10KPenvest Capital Management Inc Money Purchase Pension PlanPenvest Capital Management I…$8KKaren M Burns - Books and People Ps KeoughKaren M Burns - Books and Pe…$15K
End-of-year total assets ($M) among Luis Lajara Borelli Target Benefit Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Luis Lajara Borelli years around the 2022 move

Sponsor-wide plan assets over time

All Luis Lajara Borelli plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.01M$0.01M$0.02M 20222023 $0.01M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $11K
2023 1 1 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$72K
Net Assets (End of Year)$11K
Net Income$320
Employer EIN223189113
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Luis Lajara Borelli Target Benefit Pension Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20246 Total assets ($M) Participants Luis Lajara Borelli Target Benefit Pension Plan, Total assets ($M): 0.011293 · Participants: 1Luis Lajara Borelli 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
Luis Lajara Borelli Target Benefit Pension Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Luis Lajara Borelli Target Benefit Pension Plan side-by-side with 3 peers →

Luis Lajara Borelli 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 Karen M Burns - Books and People Mp Keough in MA ($10K); by covered participants it is Glendale Medical Imaging Associates, Inc. Retirement and Health/Disability Plan in AZ (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Luis Lajara Borelli Target Benefit Pension Plan assets move in 2022? ▼
Luis Lajara Borelli Target Benefit Pension Plan contracted severely - down 84.4% during 2022, from $72K to $11K. Reported net income was $320.
Where does Luis Lajara Borelli Target Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Luis Lajara Borelli Target Benefit Pension Plan ranks in the 1st 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 Luis Lajara Borelli Target Benefit Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Karen M Burns - Books and People Mp Keough in MA ($10K, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Luis Lajara Borelli Target Benefit Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Glendale Medical Imaging Associates, Inc. Retirement and Health/Disability Plan in AZ (1 participant, N/A 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 223189113.

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.