Money Purchase · DOL Form 5500 · 2023

Luis Manuel Dorta Hernandez Money Purchase Plan

Data updated 2026-08-25

$388K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$193,956
Avg per participant Above avg balance/head
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Official DOL plan name: Luis Manuel Dorta Hernandez Profit Sharing Plan · Sponsored by Luis Manuel Dorta Hernandez · Puerto Rico · Healthcare & Social Assistance

$388K in assets, 2 participants

Luis Manuel Dorta Hernandez's Luis Manuel Dorta Hernandez Profit Sharing Plan reported $388K 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.

  • #1,997 in Healthcare & Social Assistance (17,684 peers)

Luis Manuel Dorta Hernandez multi-year trail

Luis Manuel Dorta Hernandez's plans moved +21.8% in assets from 2022 to 2024; this filing shows Luis Manuel Dorta Hernandez Profit Sharing Plan at $388K / 2 participants.

#1,997
in Healthcare & Social Assistance (17,684 peers)
+17.6%
assets growth YoY

Luis Manuel Dorta Hernandez Profit Sharing Plan among the smaller filed plans by assets

Luis Manuel Dorta Hernandez Profit Sharing Plan vs every filed plan by assets

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

$387,911 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

Luis Manuel Dorta Hernandez Profit Sharing 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. Luis Manuel Dorta Hernandez Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Luis Manuel Dorta Hernandez Profit Sharing Plan reported net income rose from -$24K in the plan year 2022 filing to $58K in the plan year 2023 filing.
  • Luis Manuel Dorta Hernandez Profit Sharing Plan end-of-year assets rose from $330K in the plan year 2022 filing to $388K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660567575 · Luis Manuel Dorta Hernandez PY 2023 · Money Purchase

Luis Manuel Dorta Hernandez Profit Sharing Plan · $388K · 2 · 16th

  • PART $388K
  • PART 2
  • PART 16th
  • PART Money Purchase
  • PART near Gina Kam Wamg M.D., L.L.P. Money Purchase Plan
  • PART ind #1997

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 →

Luis Manuel Dorta Hernandez Profit Sharing Plan in the asset neighbourhood

Luis Manuel Dorta Hernandez Profit Sharing PlanLuis Manuel Dorta Hernandez …$388KGina Kam Wamg M.D., L.L.P. Money Purchase PlanGina Kam Wamg M.D., L.L.P. M…$385KJames C. Lisak, M.D. Money Purchase Keogh PlanJames C. Lisak, M.D. Money P…$391KPsychological Associates of Il Pension PlanPsychological Associates of …$383KPrice Oil Pension Plan$375K
End-of-year total assets ($M) among Luis Manuel Dorta Hernandez Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Luis Manuel Dorta Hernandez multi-year asset trail

Sponsor-wide plan assets over time

All Luis Manuel Dorta Hernandez plans reported in each filing year

Latest sponsor-wide plan assets
$402K 21.794887345725808% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.33M $0.4M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 2 $330K
2023 1 2 $388K
2024 1 2 $402K

Luis Manuel Dorta Hernandez filing trail (2023)

Total Assets (Beginning of Year)$330K
Net Assets (End of Year)$388K
Net Income$58K
Employer EIN660567575
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Luis Manuel Dorta Hernandez Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Luis Manuel Dorta Hernandez Profit Sharing Plan, Total assets ($M): 0.387911 · Participants: 2Luis Manuel Dorta Hernandez Profit Sharing 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
Luis Manuel Dorta Hernandez Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Luis Manuel Dorta Hernandez Profit Sharing Plan side-by-side with 3 peers →

Luis Manuel Dorta Hernandez Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Gina Kam Wamg M.D., L.L.P. Money Purchase Plan in NY ($385K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($388K here).

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 Luis Manuel Dorta Hernandez Profit Sharing Plan assets move in 2023? ▼
Luis Manuel Dorta Hernandez Profit Sharing Plan grew sharply - up 17.6% during 2023, from $330K to $388K. Reported net income was $58K.
How have Luis Manuel Dorta Hernandez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luis Manuel Dorta Hernandez's sponsor-wide assets grew 21.8%, from $330K to $402K.
Where does Luis Manuel Dorta Hernandez Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Luis Manuel Dorta Hernandez Profit Sharing Plan 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 Luis Manuel Dorta Hernandez Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Gina Kam Wamg M.D., L.L.P. Money Purchase Plan in NY ($385K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Luis Manuel Dorta Hernandez Profit Sharing Plan? ▼
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 660567575.

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.