Money Purchase · DOL Form 5500 · 2023

Jose E. Hernandez Bonilla Money Purchase Plan

Data updated 2026-08-25

$761K
Total assets Small plan by assets: 1
Participants Small participant base: 21st
Percentile by assets National rank: $761,251
Avg per participant High balance/head

Official DOL plan name: Jose Hernandez Retirement Plan · Sponsored by Jose E. Hernandez Bonilla · Puerto Rico · Professional & Technical Services

$761K in assets, 1 participants

Jose E. Hernandez Bonilla's Jose Hernandez Retirement Plan reported $761K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

#3,335 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Jose Hernandez Retirement Plan holds $761K for 1 participant - about $761,251 per participant, among the smaller plans by assets on file.

#3,335
in Professional & Technical Services (20,321 peers): +6.7%
assets growth YoY

Jose Hernandez Retirement Plan among the smaller filed plans by assets

Jose Hernandez Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$761,251 21st percentile higher than 21% 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

Jose Hernandez 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. Jose Hernandez Retirement Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 582599602 · Jose E. Hernandez Bonilla PY 2023 · Money Purchase

Jose Hernandez Retirement Plan · $761K · 1 · 21st

BOOK $761K
VS-ST 1
BOY 21st
SCH Money Purchase
EBSA near Latham Moffatt PC Money Purchase Pension Plan
PART ind #3335

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

End-of-year total assets ($M) among Jose Hernandez Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$714K
Net Assets (End of Year)	$761K
Net Income	$48K
Employer EIN	582599602
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Jose Hernandez Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

Colegio Marista Money Purchase Thrift Plan $6M · 111
Jimenez, Graffam & Lausell Pension Plan $6M · 25
Duenas Trailers Rental Inc. Retirement Plan $4M · 68
Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust $4M · 308
Dr. Jose R. Cumba Retirement Plan $4M · 4

Compare Jose Hernandez Retirement Plan side-by-side with 3 peers →

Jose Hernandez Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Latham Moffatt PC Money Purchase Pension Plan in AL ($762K); 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 ($761K here).

Latham Moffatt PC Money Purchase Pension Plan (AL) $762K · 3
Intl Assoc Local No 57 Pension Plan (IA) $760K · 41
The Georgetown Group, Inc. Money Purchase Plan (NY) $759K · N/A
Abdulhamid Keswani Mdsc Money Purchase Plan & Trust (IL) $758K · 1

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Steven R. Goldberg Esq. Money Purchase Plan (NJ) 1 · 0 off
Trinity Episcopal Church Money Purchase Plan (CT) 1 · 0 off
Gerry F. Emmanuel, Md Money Purchase Pension Plan (FL) 1 · 0 off
Lucas Limited Money Purchase Pension Plan (CA) 1 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jose Hernandez Retirement Plan assets move in 2023? ▼

Jose Hernandez Retirement Plan grew at a solid clip - up 6.7% during 2023, from $714K to $761K. Reported net income was $48K.

Where does Jose Hernandez Retirement Plan rank by assets among Form 5500 filers? ▼

Jose Hernandez Retirement Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Money Purchase plans are similar in size to Jose Hernandez Retirement Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Latham Moffatt PC Money Purchase Pension Plan in AL ($762K, 3 participants).

Which Money Purchase plans cover a similar participant headcount to Jose Hernandez Retirement Plan? ▼

Among Money Purchase plans in other states, the closest by covered participants is Steven R. Goldberg Esq. Money Purchase Plan in NJ (1 participant, $297K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 582599602.