Money Purchase · DOL Form 5500 · 2023

Wilfredo Lopez Hernandez Money Purchase Plan

Data updated 2026-08-25

$250K
Total assets Small plan by assets
3
Participants Small participant base
12th
Percentile by assets National rank
$83,333
Avg per participant Below avg balance/head
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Official DOL plan name: Wilfredo Lopez Hernandez Retirement Plan · Sponsored by Wilfredo Lopez Hernandez · Puerto Rico · Healthcare & Social Assistance

$250K in assets, 3 participants

Wilfredo Lopez Hernandez's Wilfredo Lopez Hernandez Retirement Plan reported $250K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,517 in Healthcare & Social Assistance (17,684 peers)

Wilfredo Lopez Hernandez multi-year trail

Wilfredo Lopez Hernandez's plans moved +15.6% in assets from 2022 to 2024; this filing shows Wilfredo Lopez Hernandez Retirement Plan at $250K / 3 participants.

#1,517
in Healthcare & Social Assistance (17,684 peers)
+11.1%
assets growth YoY

Wilfredo Lopez Hernandez Retirement Plan among the smaller filed plans by assets

Wilfredo Lopez Hernandez Retirement Plan vs every filed plan by assets

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

$250,000 12th percentile higher than 12% 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

Wilfredo Lopez 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. Wilfredo Lopez Hernandez Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilfredo Lopez Hernandez Retirement Plan end-of-year assets rose from $225K in the plan year 2022 filing to $250K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660371894 · Wilfredo Lopez Hernandez PY 2023 · Money Purchase

Wilfredo Lopez Hernandez Retirement Plan · $250K · 3 · 12th

  • BOOK $250K
  • VS-ST 3
  • BOY 12th
  • SCH Money Purchase
  • EBSA near Retirement Plan of Seward Prosser Mellon 1965 Trust
  • PART ind #1517

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 →

Wilfredo Lopez Hernandez Retirement Plan in the asset neighbourhood

Wilfredo Lopez Hernandez Retirement PlanWilfredo Lopez Hernandez Ret…$250KRetirement Plan of Seward Prosser Mellon 1965 TrustRetirement Plan of Seward Pr…$249KRetirement Plan of Richard P. Mellon 1965 TrustRetirement Plan of Richard P…$248KSchroeder Truck Repair Co Money Purchase PlanSchroeder Truck Repair Co Mo…$254KCi Capital Partners, LLC Money Purchase PlanCi Capital Partners, LLC Mon…$246K
End-of-year total assets ($M) among Wilfredo Lopez Hernandez Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Wilfredo Lopez Hernandez multi-year asset trail

Sponsor-wide plan assets over time

All Wilfredo Lopez Hernandez plans reported in each filing year

Latest sponsor-wide plan assets
$260K 15.555555555555555% vs 2022
2024 filing year
$0.22M$0.23M$0.24M$0.25M$0.26M$0.27M 202220232024 $0.23M $0.26M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 3 $225K
2023 1 3 $250K
2024 1 2 $260K

Wilfredo Lopez Hernandez filing trail (2023)

Total Assets (Beginning of Year)$225K
Net Assets (End of Year)$250K
Net Income$25K
Employer EIN660371894
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Wilfredo Lopez Hernandez Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Wilfredo Lopez Hernandez Retirement Plan, Total assets ($M): 0.25 · Participants: 3Wilfredo Lopez Hernandez 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
Wilfredo Lopez Hernandez Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Wilfredo Lopez Hernandez Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest Money Purchase by assets is Retirement Plan of Seward Prosser Mellon 1965 Trust in PA ($249K); 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 Wilfredo Lopez Hernandez Retirement Plan assets move in 2023? ▼
Wilfredo Lopez Hernandez Retirement Plan grew at a solid clip - up 11.1% during 2023, from $225K to $250K. Reported net income was $25K.
How have Wilfredo Lopez Hernandez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilfredo Lopez Hernandez's sponsor-wide assets grew 15.6%, from $225K to $260K.
Where does Wilfredo Lopez Hernandez Retirement Plan rank by assets among Form 5500 filers? ▼
Wilfredo Lopez Hernandez Retirement Plan ranks in the 12th 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 Wilfredo Lopez Hernandez Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan of Seward Prosser Mellon 1965 Trust in PA ($249K, 8 participants).
Which Money Purchase plans cover a similar participant headcount to Wilfredo Lopez Hernandez 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 660371894.

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.