Money Purchase · DOL Form 5500 · 2022

Victor Rodriguez Venegas Money Purchase Plan

Data updated 2026-08-11

$218K
Total assets
3
Participants
11th
Percentile by assets
$72,572
Avg per participant
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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.

  • 11th percentile by assets (of 139,126 plans)
  • #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.

$218K
total plan assets (2022 EOY)
3
covered participants
11th
percentile by assets (of 139,126 plans)
$72,572
avg assets per participant

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.

Where Dr. Victor Rodriguez Venegas Retirement Plan Trust sits by total 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

This plan $0 $2,010,000,000 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

State
Puerto Rico
Industry
Healthcare & Social Assistance

2022 asset move for Dr. Victor Rodriguez Venegas Retirement Plan Trust

Year over year, total assets declined sharply from $261K at the start of 2022 to $218K at year-end (down 16.6%). Net assets closed at $218K; reported net income -$29K.

Victor Rodriguez Venegas years around the 2022 move

$0.2M$0.21M$0.22M$0.23M$0.24M 202220232024 $0.22M $0.23M ▲ +4.5%
Total plan assets by year, all Victor Rodriguez Venegas plans on file
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 EIN660729012
Plan Effective Date2008-01-01
Filing StatusFILING 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 vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20246 Total assets ($M) Participants Dr. Victor Rodriguez…, Total assets ($M): 0.217717 · Participants: 3Dr. Victor Rodriguez…Colegio Marista Mone…, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Mone…Jimenez, Graffam & L…, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & L…Dr. Jose R. Cumba Re…, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Re…San Pablo Pathology …, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology …Programa Head Start …, Total assets ($M): 3.079848 · Participants: 309Programa Head Start …
Dr. Victor Rodriguez Venegas Retirement Plan Trust vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Dr. Victor Rodriguez Venegas Retirement … side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Dr. Victor Rodriguez Venegas Retirement Plan Trust by total assets, not by location.

Frequently Asked Questions

How did Dr. Victor Rodriguez Venegas Retirement Plan Trust assets move in 2022? ▼
Dr. Victor Rodriguez Venegas Retirement Plan Trust declined sharply - down 16.6% during 2022, from $261K to $218K. Reported net income was -$29K.
How have Victor Rodriguez Venegas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Victor Rodriguez Venegas's sponsor-wide assets grew 4.1%, from $218K to $227K.
Where does Dr. Victor Rodriguez Venegas Retirement Plan Trust rank by assets among Form 5500 filers? ▼
Dr. Victor Rodriguez Venegas Retirement Plan Trust ranks in the 11th 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 Dr. Victor Rodriguez Venegas Retirement Plan Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Arkansas AFL-CIO Employee Retirement Plan in AR ($217K, 2 participants).

Next read for Dr. Victor Rodriguez Venegas Retirement …

2022 change

Ways to act on Dr. Victor Rodriguez Venegas Retirement Plan Trust's numbers.

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 660729012.

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.