Money Purchase · DOL Form 5500 · 2022
Luis Rivera Colon Money Purchase Plan
Data updated 2026-08-25
- $330K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $82,519
- Avg per participant Below avg balance/head
Official DOL plan name: Rivera-Ponce Retirement Plan · Sponsored by Luis Rivera Colon · Puerto Rico · Healthcare & Social Assistance
$330K in assets, 4 participants
Luis Rivera Colon's Rivera-Ponce Retirement Plan reported $330K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.
- #2,118 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Rivera-Ponce Retirement Plan declined sharply 16.5% in 2022 ($395K → $330K) for 4 participants.
- #2,118
- in Healthcare & Social Assistance (20,060 peers)
- -16.5%
- assets change YoY
The plan reported a net loss of $65K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rivera-Ponce Retirement Plan among the smaller filed plans by assets
Rivera-Ponce Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$330,076 14th percentile higher than 14% 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
Rivera-Ponce 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. Rivera-Ponce Retirement Plan is a micro filing (4 participants), the leftmost band.
DOL schedule card
Filing strip 660421748 · Luis Rivera Colon PY 2022 · Money Purchase
Rivera-Ponce Retirement Plan · $330K · 4 · 14th
- PART $330K
- PART 4
- PART 14th
- PART Money Purchase
- PART near Gary Gardner/Mppp
- PART ind #2118
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 →
Rivera-Ponce Retirement Plan in the asset neighbourhood
Luis Rivera Colon years around the 2022 move
Sponsor-wide plan assets over time
All Luis Rivera Colon plans reported in each filing year
- Latest sponsor-wide plan assets
- $363K 9.930743222772938% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $330K |
| 2023 | 1 | 4 | $349K |
| 2024 | 1 | 4 | $363K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $395K |
|---|---|
| Net Assets (End of Year) | $330K |
| Net Income | -$65K |
| Employer EIN | 660421748 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Rivera-Ponce Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Gary Gardner/Mppp in CA ($331K); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($330K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.