Money Purchase · DOL Form 5500 · 2023

Moises Villadelgado, D.V.M. Money Purchase Plan

Data updated 2026-08-25

$420K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$209,922
Avg per participant Above avg balance/head
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Official DOL plan name: Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian · Sponsored by Moises Villadelgado, D.V.M. · New York · Professional & Technical Services

$420K in assets, 2 participants

Moises Villadelgado, D.V.M.'s Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian reported $420K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,521 in Professional & Technical Services (20,321 peers)

Moises Villadelgado, D.V.M. multi-year trail

Moises Villadelgado, D.V.M.'s plans moved +30.1% in assets from 2022 to 2024; this filing shows Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian at $420K / 2 participants.

#2,521
in Professional & Technical Services (20,321 peers)
+29.2%
assets growth YoY

Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian among the smaller filed plans by assets

Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian vs every filed plan by assets

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

$419,844 16th percentile higher than 16% 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

Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian reported net income rose from -$128K in the plan year 2022 filing to $95K in the plan year 2023 filing.
  • Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian end-of-year assets rose from $325K in the plan year 2022 filing to $420K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132937215 · Moises Villadelgado, D.V.M. PY 2023 · Money Purchase

Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian · $420K · 2 · 16th

  • IND $420K
  • EOY 2
  • 5500 16th
  • ASSETS Money Purchase
  • PCT near Clinica Familiar Coto Laurel, Inc. Retirement Plan
  • EIN ind #2521

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 New York →

Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian in the asset neighbourhood

Moises a. Villadelgado Dvm Morgan Stanley as Keogh CustodianMoises a. Villadelgado Dvm M…$420KClinica Familiar Coto Laurel, Inc. Retirement PlanClinica Familiar Coto Laurel…$420KRetirement Plan of Cassandra M. Milbury 1940 TrustRetirement Plan of Cassandra…$418KRetirement Plan of Constance B. Mellon 1941 TrustRetirement Plan of Constance…$418KRetirement Plan of Richard P. Mellon 1940 TrustRetirement Plan of Richard P…$418K
End-of-year total assets ($M) among Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Moises Villadelgado, D.V.M. multi-year asset trail

Sponsor-wide plan assets over time

All Moises Villadelgado, D.V.M. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.109006329481154% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $1.98M $2.58M ▲ +30.3%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $2M
2024 2 4 $3M

Moises Villadelgado, D.V.M. filing trail (2023)

Total Assets (Beginning of Year)$325K
Net Assets (End of Year)$420K
Net Income$95K
Employer EIN132937215
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian, Total assets ($B): 0.000419844 · Participants: 2Moises a. Villadelgado Dvm Morgan Stanley as Keogh CustodianTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian side-by-side with 3 peers →

Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Clinica Familiar Coto Laurel, Inc. Retirement Plan in PR ($420K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian assets move in 2023? ▼
Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian grew sharply - up 29.2% during 2023, from $325K to $420K. Reported net income was $95K.
How have Moises Villadelgado, D.V.M. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moises Villadelgado, D.V.M.'s sponsor-wide assets grew 30.1%, from $2M to $3M.
Where does Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian rank by assets among Form 5500 filers? ▼
Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian ranks in the 16th 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 Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian? ▼
Among Money Purchase plans in other states, the closest by assets is Clinica Familiar Coto Laurel, Inc. Retirement Plan in PR ($420K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 132937215.

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.