Money Purchase · DOL Form 5500 · 2023

Axel E. Medina Maldonado Money Purchase Plan

Data updated 2026-08-25

$379K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$379,258
Avg per participant High balance/head
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Official DOL plan name: Axel E. Medina Maldonado Retirement Plan · Sponsored by Axel E. Medina Maldonado · Puerto Rico · Professional & Technical Services

$379K in assets, 1 participants

Axel E. Medina Maldonado's Axel E. Medina Maldonado Retirement Plan reported $379K in total assets and 1 participant 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.

  • #2,392 in Professional & Technical Services (20,321 peers)

Axel E. Medina Maldonado multi-year trail

Axel E. Medina Maldonado's plans moved +28.4% in assets from 2022 to 2024; this filing shows Axel E. Medina Maldonado Retirement Plan at $379K / 1 participant.

#2,392
in Professional & Technical Services (20,321 peers)
-6.3%
assets change YoY

The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Axel E. Medina Maldonado Retirement Plan among the smaller filed plans by assets

Axel E. Medina Maldonado Retirement Plan vs every filed plan by assets

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

$379,258 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

Axel E. Medina Maldonado 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. Axel E. Medina Maldonado Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Axel E. Medina Maldonado Retirement Plan reported net income rose from -$56K in the plan year 2022 filing to -$25K in the plan year 2023 filing.
  • Axel E. Medina Maldonado Retirement Plan end-of-year assets fell from $405K in the plan year 2022 filing to $379K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660597092 · Axel E. Medina Maldonado PY 2023 · Money Purchase

Axel E. Medina Maldonado Retirement Plan · $379K · 1 · 16th

  • BOY $379K
  • BOY 1
  • BOY 16th
  • BOY Money Purchase
  • BOY near Psychological Associates of Il Pension Plan
  • BOY ind #2392

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 →

Axel E. Medina Maldonado Retirement Plan in the asset neighbourhood

Gina 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…$391KAxel E. Medina Maldonado Retirement PlanAxel E. Medina Maldonado Ret…$379KPsychological Associates of Il Pension PlanPsychological Associates of …$383KPrice Oil Pension Plan$375K
End-of-year total assets ($M) among Axel E. Medina Maldonado Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Axel E. Medina Maldonado multi-year asset trail

Sponsor-wide plan assets over time

All Axel E. Medina Maldonado plans reported in each filing year

Latest sponsor-wide plan assets
$519K 28.368286040499996% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M 202220232024 $0.4M $0.52M ▲ +30.0%
Year Plans Participants Total Assets
2022 1 1 $405K
2023 1 1 $379K
2024 1 1 $519K

Axel E. Medina Maldonado filing trail (2023)

Total Assets (Beginning of Year)$405K
Net Assets (End of Year)$379K
Net Income-$25K
Employer EIN660597092
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Axel E. Medina Maldonado Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Axel E. Medina Maldonado Retirement Plan, Total assets ($M): 0.379258 · Participants: 1Axel E. Medina Maldonado 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
Axel E. Medina Maldonado Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Axel E. Medina Maldonado Retirement Plan side-by-side with 3 peers →

Axel E. Medina Maldonado Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Psychological Associates of Il Pension Plan in IL ($383K); 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 ($379K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Axel E. Medina Maldonado Retirement Plan assets move in 2023? ▼
Axel E. Medina Maldonado Retirement Plan pulled back noticeably - down 6.3% during 2023, from $405K to $379K. Reported net income was -$25K.
How have Axel E. Medina Maldonado plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axel E. Medina Maldonado's sponsor-wide assets grew 28.4%, from $405K to $519K.
Where does Axel E. Medina Maldonado Retirement Plan rank by assets among Form 5500 filers? ▼
Axel E. Medina Maldonado Retirement 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 Axel E. Medina Maldonado Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Psychological Associates of Il Pension Plan in IL ($383K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Axel E. Medina Maldonado 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 660597092.

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.