Money Purchase · DOL Form 5500 · 2022
Victor Rodriguez Venegas Money Purchase Plan
Data updated 2026-08-25
- $218K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $72,572
- Avg per participant Below avg balance/head
Official DOL plan name: Dr. Victor Rodriguez Venegas Retirement Plan Trust · Sponsored by Victor Rodriguez Venegas · Puerto Rico · Healthcare & Social Assistance
$218K in assets, 3 participants
Victor Rodriguez Venegas's Dr. Victor Rodriguez Venegas Retirement Plan Trust reported $218K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.
- #1,555 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Dr. Victor Rodriguez Venegas Retirement Plan Trust declined sharply 16.6% in 2022 ($261K → $218K) for 3 participants.
- #1,555
- in Healthcare & Social Assistance (20,060 peers)
- -16.6%
- assets change YoY
The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dr. Victor Rodriguez Venegas Retirement Plan Trust among the smaller filed plans by assets
Dr. Victor Rodriguez Venegas Retirement Plan Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$217,717 11th percentile higher than 11% 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. Victor Rodriguez Venegas Retirement Plan Trust 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. Victor Rodriguez Venegas Retirement Plan Trust is a micro filing (3 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 660729012 · Victor Rodriguez Venegas PY 2022 · Money Purchase
Dr. Victor Rodriguez Venegas Retirement Plan Trust · $218K · 3 · 11th
- EBSA $218K
- EBSA 3
- EBSA 11th
- EBSA Money Purchase
- EBSA near Arkansas AFL-CIO Employee Retirement Plan
- EBSA ind #1555
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. Victor Rodriguez Venegas Retirement Plan Trust in the asset neighbourhood
Victor Rodriguez Venegas years around the 2022 move
Sponsor-wide plan assets over time
All Victor Rodriguez Venegas plans reported in each filing year
- Latest sponsor-wide plan assets
- $227K 4.116812191973985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $218K |
| 2023 | 1 | 3 | $210K |
| 2024 | 1 | 3 | $227K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $261K |
|---|---|
| Net Assets (End of Year) | $218K |
| Net Income | -$29K |
| Employer EIN | 660729012 |
| Plan Effective Date | 2008-01-01 |
| 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. Victor Rodriguez Venegas Retirement Plan Trust's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Arkansas AFL-CIO Employee Retirement Plan in AR ($217K); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($218K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.