Money Purchase · DOL Form 5500 · 2022

Eugenio Mulero Portela Money Purchase Plan

Data updated 2026-08-11

$281K
Total assets
5
Participants
13th
Percentile by assets
$56,203
Avg per participant
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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.

  • 13th percentile by assets (of 139,126 plans)
  • #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.

$281K
total plan assets (2022 EOY)
5
covered participants
13th
percentile by assets (of 139,126 plans)
$56,203
avg assets per participant

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.

Where Eugenio Mulero Portela Retirement Plan sits by total 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

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 Eugenio Mulero Portela Retirement Plan

Year over year, total assets contracted severely from $438K at the start of 2022 to $281K at year-end (down 35.8%). Net assets closed at $215K; reported net income -$172K.

Eugenio Mulero Portela years around the 2022 move

$0.27M$0.28M$0.29M$0.3M$0.31M$0.32M 202220232024 $0.28M $0.28M ▲ +0.0%
Total plan assets by year, all Eugenio Mulero Portela plans on file
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 EIN660558204
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Eugenio Mulero Portela Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 0246 Total assets ($M) Participants Eugenio Mulero Porte…, Total assets ($M): 0.281015 · Participants: 5Eugenio Mulero Porte…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 …
Eugenio Mulero Portela Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Eugenio Mulero Portela Retirement Plan side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Eugenio Mulero Portela Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Eugenio Mulero Portela Retirement Plan assets move in 2022? ▼
Eugenio Mulero Portela Retirement Plan contracted severely - down 35.8% during 2022, from $438K to $281K. Reported net income was -$172K.
How have Eugenio Mulero Portela plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eugenio Mulero Portela's sponsor-wide assets declined 1.4%, from $281K to $277K.
Where does Eugenio Mulero Portela Retirement Plan rank by assets among Form 5500 filers? ▼
Eugenio Mulero Portela Retirement Plan ranks in the 13th 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 Eugenio Mulero Portela Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Revere Enterprises Inc. Money Purchase Pension Plan in PA ($281K, 2 participants).

Next read for Eugenio Mulero Portela Retirement Plan

2022 change

Ways to act on Eugenio Mulero Portela Retirement Plan'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 660558204.

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.