Money Purchase · DOL Form 5500 · 2022

Edwin Velazquez Lizardi, Md Money Purchase Plan

Data updated 2026-08-25

$13K
Total assets Small plan by assets
2
Participants Small participant base
1st
Percentile by assets National rank
$6,718
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edwin Velazquez Lizardi, Md Retirement Plan · Sponsored by Edwin Velazquez Lizardi, Md · Puerto Rico · Healthcare & Social Assistance

$13K in assets, 2 participants

Edwin Velazquez Lizardi, Md's Edwin Velazquez Lizardi, Md Retirement Plan reported $13K 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.

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

What the 2022 filing shows

Edwin Velazquez Lizardi, Md Retirement Plan holds $13K for 2 participants - about $6,718 per participant, among the smaller plans by assets on file.

#197
in Healthcare & Social Assistance (20,060 peers)
+3.2%
assets growth YoY

Edwin Velazquez Lizardi, Md Retirement Plan among the smaller filed plans by assets

Edwin Velazquez Lizardi, Md Retirement Plan vs every filed plan by assets

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

$13,435 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

Edwin Velazquez Lizardi, Md Retirement 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. Edwin Velazquez Lizardi, Md Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 900760326 · Edwin Velazquez Lizardi, Md PY 2022 · Money Purchase

Edwin Velazquez Lizardi, Md Retirement Plan · $13K · 2 · 1st

  • NET $13K
  • NET 2
  • NET 1st
  • NET Money Purchase
  • NET near Karen M Burns - Books and People Ps Keough
  • NET ind #197

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 →

Edwin Velazquez Lizardi, Md Retirement Plan in the asset neighbourhood

Money Purchase Plan$16KEmployee Benefits Plan of Sumter Senior Services, Inc.Employee Benefits Plan of Su…$17KEdwin Velazquez Lizardi, Md Retirement PlanEdwin Velazquez Lizardi, Md …$13KKaren M Burns - Books and People Ps KeoughKaren M Burns - Books and Pe…$15KKaren M Burns - Books and People Mp KeoughKaren M Burns - Books and Pe…$10K
End-of-year total assets ($M) among Edwin Velazquez Lizardi, Md Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$13K
Net Assets (End of Year)$9K
Net Income$417
Employer EIN900760326
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edwin Velazquez Lizardi, Md)

Sponsor-wide plan assets over time

All Edwin Velazquez Lizardi, Md 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 2 $13K
2023 1 2 N/A

Nearby Money Purchase Plans in Puerto Rico

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

Edwin Velazquez Lizardi, Md Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20246 Total assets ($M) Participants Edwin Velazquez Lizardi, Md Retirement Plan, Total assets ($M): 0.013435 · Participants: 2Edwin Velazquez Lizardi, Md Retirement 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
Edwin Velazquez Lizardi, Md Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Edwin Velazquez Lizardi, Md Retirement Plan side-by-side with 3 peers →

Edwin Velazquez Lizardi, Md Retirement 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 Ps Keough in MA ($15K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Edwin Velazquez Lizardi, Md Retirement Plan assets move in 2022? ▼
Edwin Velazquez Lizardi, Md Retirement Plan edged up modestly - up 3.2% during 2022, from $13K to $13K. Reported net income was $417.
Where does Edwin Velazquez Lizardi, Md Retirement Plan rank by assets among Form 5500 filers? ▼
Edwin Velazquez Lizardi, Md Retirement 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 Edwin Velazquez Lizardi, Md Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Karen M Burns - Books and People Ps Keough in MA ($15K, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Edwin Velazquez Lizardi, Md Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M 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 900760326.

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.