Money Purchase · DOL Form 5500 · 2022
Benjamin Perez Soto Money Purchase Plan
Data updated 2026-08-25
- $629K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $314,400
- Avg per participant High balance/head
Official DOL plan name: Benjamin Perez Soto Retirement Plan · Sponsored by Benjamin Perez Soto · Puerto Rico · Healthcare & Social Assistance
$629K in assets, 2 participants
Benjamin Perez Soto's Benjamin Perez Soto Retirement Plan reported $629K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #3,333 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Benjamin Perez Soto Retirement Plan declined sharply 22.9% in 2022 ($815K → $629K) for 2 participants.
- #3,333
- in Healthcare & Social Assistance (20,060 peers)
- -22.9%
- assets change YoY
The plan reported a net loss of $187K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Benjamin Perez Soto Retirement Plan among the smaller filed plans by assets
Benjamin Perez Soto Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$628,800 20th percentile higher than 20% 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
Benjamin Perez Soto 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. Benjamin Perez Soto Retirement Plan is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 660438199 · Benjamin Perez Soto PY 2022 · Money Purchase
Benjamin Perez Soto Retirement Plan · $629K · 2 · 20th
- EBSA $629K
- EBSA 2
- EBSA 20th
- EBSA Money Purchase
- EBSA near Christine M Gizoni Retirement Plan
- EBSA ind #3333
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 →
Benjamin Perez Soto Retirement Plan in the asset neighbourhood
Benjamin Perez Soto years around the 2022 move
Sponsor-wide plan assets over time
All Benjamin Perez Soto plans reported in each filing year
- Latest sponsor-wide plan assets
- $639K 1.5842875318066156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $629K |
| 2023 | 1 | 2 | $647K |
| 2024 | 1 | 2 | $639K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $815K |
|---|---|
| Net Assets (End of Year) | $629K |
| Net Income | -$187K |
| Employer EIN | 660438199 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Benjamin Perez Soto Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Christine M Gizoni Retirement Plan in NY ($620K); 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 ($629K here).
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.