Money Purchase · DOL Form 5500 · 2023

Hector D. Pagan Marrero Money Purchase Plan

Data updated 2026-08-25

$325K
Total assets Small plan by assets
3
Participants Small participant base
14th
Percentile by assets National rank
$108,456
Avg per participant Below avg balance/head
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Official DOL plan name: Hector D. Pagan Marrero Retirement Plan · Sponsored by Hector D. Pagan Marrero · Puerto Rico · Healthcare & Social Assistance

$325K in assets, 3 participants

Hector D. Pagan Marrero's Hector D. Pagan Marrero Retirement Plan reported $325K in total assets and 3 participants in its 2023 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.

  • #1,785 in Healthcare & Social Assistance (17,684 peers)

Hector D. Pagan Marrero multi-year trail

Hector D. Pagan Marrero's plans moved +28.9% in assets from 2022 to 2024; this filing shows Hector D. Pagan Marrero Retirement Plan at $325K / 3 participants.

#1,785
in Healthcare & Social Assistance (17,684 peers)
+21.8%
assets growth YoY

Hector D. Pagan Marrero Retirement Plan among the smaller filed plans by assets

Hector D. Pagan Marrero Retirement Plan vs every filed plan by assets

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

$325,368 14th percentile higher than 14% of 127,068 filed plans

This plan $0 $2,050,000,000 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 2023

Hector D. Pagan Marrero 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. Hector D. Pagan Marrero Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hector D. Pagan Marrero Retirement Plan reported net income rose from $9K in the plan year 2022 filing to $58K in the plan year 2023 filing.
  • Hector D. Pagan Marrero Retirement Plan end-of-year assets rose from $267K in the plan year 2022 filing to $325K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 583081211 · Hector D. Pagan Marrero PY 2023 · Money Purchase

Hector D. Pagan Marrero Retirement Plan · $325K · 3 · 14th

  • VS-ST $325K
  • VS-ST 3
  • VS-ST 14th
  • VS-ST Money Purchase
  • VS-ST near Badger Trading Co. Inc. Profit Sharing Trust
  • VS-ST ind #1785

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 →

Hector D. Pagan Marrero Retirement Plan in the asset neighbourhood

Hector D. Pagan Marrero Retirement PlanHector D. Pagan Marrero Reti…$325KBadger Trading Co. Inc. Profit Sharing TrustBadger Trading Co. Inc. Prof…$326KJ Keith Mitchell Md Money Purchase Plan & TrustJ Keith Mitchell Md Money Pu…$327KPersonnel Administration Services Inc Employees Pension TrustPersonnel Administration Ser…$325KHenney Wealth Management, Inc. Profit Sharing PlanHenney Wealth Management, In…$321K
End-of-year total assets ($M) among Hector D. Pagan Marrero Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Hector D. Pagan Marrero multi-year asset trail

Sponsor-wide plan assets over time

All Hector D. Pagan Marrero plans reported in each filing year

Latest sponsor-wide plan assets
$344K 28.90499194847021% vs 2022
2024 filing year
$0.25M$0.3M$0.35M 202220232024 $0.27M $0.34M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 3 $267K
2023 1 3 $325K
2024 1 3 $344K

Hector D. Pagan Marrero filing trail (2023)

Total Assets (Beginning of Year)$267K
Net Assets (End of Year)$325K
Net Income$58K
Employer EIN583081211
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Hector D. Pagan Marrero Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Hector D. Pagan Marrero Retirement Plan, Total assets ($M): 0.325368 · Participants: 3Hector D. Pagan Marrero Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 6.288531 · Participants: 111Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.660467 · Participants: 25Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 4.452966 · Participants: 68Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.889718 · Participants: 308Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.80284 · Participants: 4Dr. Jose R. Cumba Retirement Plan
Hector D. Pagan Marrero Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Hector D. Pagan Marrero Retirement Plan side-by-side with 3 peers →

Hector D. Pagan Marrero Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Badger Trading Co. Inc. Profit Sharing Trust in AZ ($326K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); 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.

Frequently Asked Questions

How did Hector D. Pagan Marrero Retirement Plan assets move in 2023? ▼
Hector D. Pagan Marrero Retirement Plan grew sharply - up 21.8% during 2023, from $267K to $325K. Reported net income was $58K.
How have Hector D. Pagan Marrero plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hector D. Pagan Marrero's sponsor-wide assets grew 28.9%, from $267K to $344K.
Where does Hector D. Pagan Marrero Retirement Plan rank by assets among Form 5500 filers? ▼
Hector D. Pagan Marrero Retirement Plan ranks in the 14th 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 Hector D. Pagan Marrero Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Badger Trading Co. Inc. Profit Sharing Trust in AZ ($326K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Hector D. Pagan Marrero Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K 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 583081211.

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.