Money Purchase · DOL Form 5500 · 2023
Lourdes Rodriguez Guzman Money Purchase Plan
Data updated 2026-08-25
- $685K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $684,507
- Avg per participant High balance/head
Official DOL plan name: Lmr Retirement Plan · Sponsored by Lourdes Rodriguez Guzman · Puerto Rico · Other Services
$685K in assets, 1 participants
Lourdes Rodriguez Guzman's Lmr Retirement Plan reported $685K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #3,383 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Lmr Retirement Plan ranks #3,383 of 7,857 2023 filers by assets (2932% of the sector average)-$685K for 1 participant.
- #3,383
- in Other Services (7,857 peers)
- +8.5%
- assets growth YoY
Lmr Retirement Plan among the smaller filed plans by assets
Lmr Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$684,507 20th percentile higher than 20% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lmr Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lmr Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lmr Retirement Plan reported net income rose from -$155K in the plan year 2022 filing to $54K in the plan year 2023 filing.
- Lmr Retirement Plan end-of-year assets rose from $631K in the plan year 2022 filing to $685K in the plan year 2023 filing.
DOL schedule card
Filing strip 660851107 · Lourdes Rodriguez Guzman PY 2023 · Money Purchase
Lmr Retirement Plan · $685K · 1 · 20th
- NET $685K
- NET 1
- NET 20th
- NET Money Purchase
- NET near Pramod S Kulkarni Md Inc Profit Sharing Plan
- NET ind #3383
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 Other Services retirement plans → · Plans in Puerto Rico →
Lmr Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $631K |
|---|---|
| Net Assets (End of Year) | $685K |
| Net Income | $54K |
| Employer EIN | 660851107 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lourdes Rodriguez Guzman)
Sponsor-wide plan assets over time
All Lourdes Rodriguez Guzman plans reported in each filing year
- Latest sponsor-wide plan assets
- $711K 12.746116125431827% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $631K |
| 2023 | 1 | 1 | $685K |
| 2024 | 1 | 1 | $711K |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Lmr Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Pramod S Kulkarni Md Inc Profit Sharing Plan in CA ($680K); by covered participants it is Steven R. Goldberg Esq. Money Purchase Plan in NJ (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($685K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.