Money Purchase · DOL Form 5500 · 2022
David Lozada Figueroa Money Purchase Plan
Data updated 2026-08-25
- $163K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $40,855
- Avg per participant Low balance/head
Official DOL plan name: Lozada Amill Retirement Plan · Sponsored by David Lozada Figueroa · Puerto Rico · Healthcare & Social Assistance
$163K in assets, 4 participants
David Lozada Figueroa's Lozada Amill Retirement Plan reported $163K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.
- #1,246 in Healthcare & Social Assistance (20,060 peers)
David Lozada Figueroa multi-year trail
David Lozada Figueroa's plans moved +35.3% in assets from 2022 to 2024; this filing shows Lozada Amill Retirement Plan at $163K / 4 participants.
- #1,246
- in Healthcare & Social Assistance (20,060 peers)
- +19.7%
- assets growth YoY
Lozada Amill Retirement Plan among the smaller filed plans by assets
Lozada Amill Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$163,419 9th percentile higher than 9% 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
Lozada Amill 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. Lozada Amill Retirement Plan is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 660864144 · David Lozada Figueroa PY 2022 · Money Purchase
Lozada Amill Retirement Plan · $163K · 4 · 9th
- EBSA $163K
- EBSA 4
- EBSA 9th
- EBSA Money Purchase
- EBSA near United Way of Trumbull County Retirement Plan
- EBSA ind #1246
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 →
Lozada Amill Retirement Plan in the asset neighbourhood
David Lozada Figueroa multi-year asset trail
Sponsor-wide plan assets over time
All David Lozada Figueroa plans reported in each filing year
- Latest sponsor-wide plan assets
- $221K 35.33187695433212% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $163K |
| 2023 | 1 | 3 | $187K |
| 2024 | 1 | 3 | $221K |
David Lozada Figueroa filing trail (2022)
| Total Assets (Beginning of Year) | $137K |
|---|---|
| Net Assets (End of Year) | $63K |
| Net Income | $3K |
| Employer EIN | 660864144 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Lozada Amill Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is United Way of Trumbull County Retirement Plan in OH ($165K); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($163K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.