Money Purchase · DOL Form 5500 · 2022
Eugenio Mulero Portela Money Purchase Plan
Data updated 2026-08-25
- $281K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $56,203
- Avg per participant Low balance/head
Official DOL plan name: Eugenio Mulero Portela Retirement Plan · Sponsored by Eugenio Mulero Portela · Puerto Rico · Healthcare & Social Assistance
$281K in assets, 5 participants
Eugenio Mulero Portela's Eugenio Mulero Portela Retirement Plan reported $281K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.
- #1,883 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Eugenio Mulero Portela Retirement Plan contracted severely 35.8% in 2022 ($438K → $281K) for 5 participants.
- #1,883
- in Healthcare & Social Assistance (20,060 peers)
- -35.8%
- assets change YoY
The plan reported a net loss of $172K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Eugenio Mulero Portela Retirement Plan among the smaller filed plans by assets
Eugenio Mulero Portela Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$281,015 13th percentile higher than 13% 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
Eugenio Mulero Portela 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. Eugenio Mulero Portela Retirement Plan is a micro filing (5 participants), the leftmost band.
Published 5500 schedule card
Filing strip 660558204 · Eugenio Mulero Portela PY 2022 · Money Purchase
Eugenio Mulero Portela Retirement Plan · $281K · 5 · 13th
- PART $281K
- TYPE 5
- NET 13th
- BOOK Money Purchase
- VS-ST near Revere Enterprises Inc. Money Purchase Pension Plan
- BOY ind #1883
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 →
Eugenio Mulero Portela Retirement Plan in the asset neighbourhood
Eugenio Mulero Portela years around the 2022 move
Sponsor-wide plan assets over time
All Eugenio Mulero Portela plans reported in each filing year
- Latest sponsor-wide plan assets
- $277K 1.3928082130847108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $281K |
| 2023 | 1 | 5 | $313K |
| 2024 | 1 | 5 | $277K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $438K |
|---|---|
| Net Assets (End of Year) | $215K |
| Net Income | -$172K |
| Employer EIN | 660558204 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Eugenio Mulero Portela Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Revere Enterprises Inc. Money Purchase Pension Plan in PA ($281K); by covered participants it is Unit Design Inc. Mp in LA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($281K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.