Money Purchase · DOL Form 5500 · 2022
Benjamin Medina Irizarry Money Purchase Plan
Data updated 2026-08-25
- $132K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $65,818
- Avg per participant Below avg balance/head
Official DOL plan name: Dr. Benjamin Medina Profit Sharing & Money Purchase Plan · Sponsored by Benjamin Medina Irizarry · Puerto Rico · Healthcare & Social Assistance
$132K in assets, 2 participants
Benjamin Medina Irizarry's Dr. Benjamin Medina Profit Sharing & Money Purchase Plan reported $132K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.
- #1,049 in Healthcare & Social Assistance (20,060 peers)
Benjamin Medina Irizarry multi-year trail
Benjamin Medina Irizarry's plans moved -83.3% in assets from 2022 to 2024; this filing shows Dr. Benjamin Medina Profit Sharing & Money Purchase Plan at $132K / 2 participants.
- #1,049
- in Healthcare & Social Assistance (20,060 peers)
- -23.1%
- assets change YoY
The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dr. Benjamin Medina Profit Sharing & Money Purchase Plan among the smaller filed plans by assets
Dr. Benjamin Medina Profit Sharing & Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$131,636 8th percentile higher than 8% 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
Dr. Benjamin Medina Profit Sharing & Money Purchase 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. Benjamin Medina Profit Sharing & Money Purchase Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 660915011 · Benjamin Medina Irizarry PY 2022 · Money Purchase
Dr. Benjamin Medina Profit Sharing & Money Purchase Plan · $132K · 2 · 8th
- BOOK $132K
- VS-ST 2
- BOY 8th
- SCH Money Purchase
- EBSA near Profit Sharing Plan
- PART ind #1049
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. Benjamin Medina Profit Sharing & Money Purchase Plan in the asset neighbourhood
Benjamin Medina Irizarry multi-year asset trail
Sponsor-wide plan assets over time
All Benjamin Medina Irizarry plans reported in each filing year
- Latest sponsor-wide plan assets
- $363K 83.33194006816282% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 10 | 23 | $2M |
| 2023 | 1 | 5 | $344K |
| 2024 | 1 | 3 | $363K |
Benjamin Medina Irizarry filing trail (2022)
| Total Assets (Beginning of Year) | $171K |
|---|---|
| Net Assets (End of Year) | $132K |
| Net Income | -$40K |
| Employer EIN | 660915011 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Dr. Benjamin Medina Profit Sharing & Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Profit Sharing Plan in NY ($134K); 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 ($132K here).
- Profit Sharing Plan (NY) $134K · 4
- Commercial Risk Re-Insurance Company Money Purchase Pension Plan (NY) $129K · N/A
- Teaneck Federal Credit Union Pension Plan (NJ) $136K · 2
- Dr Martha Ann Flowers Md Basic Plan (AR) $136K · 4
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- The Sellon Retirement Plan (NY) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- Money Purchase (VA) 2 · 0 off
- E. James Bodmer, D.P.M., P.C. Profit Sharing Plan (SC) 2 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.