Money Purchase · DOL Form 5500 · 2023

Aurea Pedraza Pena Money Purchase Plan

Data updated 2026-08-25

$259K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$259,023
Avg per participant Above avg balance/head
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Official DOL plan name: Aurea Pedraza Pena Retirement Plan · Sponsored by Aurea Pedraza Pena · Puerto Rico · Professional & Technical Services

$259K in assets, 1 participants

Aurea Pedraza Pena's Aurea Pedraza Pena Retirement Plan reported $259K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,968 in Professional & Technical Services (20,321 peers)

Aurea Pedraza Pena multi-year trail

Aurea Pedraza Pena's plans moved +10.8% in assets from 2022 to 2024; this filing shows Aurea Pedraza Pena Retirement Plan at $259K / 1 participant.

#1,968
in Professional & Technical Services (20,321 peers)
+4.1%
assets growth YoY

Aurea Pedraza Pena Retirement Plan among the smaller filed plans by assets

Aurea Pedraza Pena Retirement Plan vs every filed plan by assets

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

$259,023 13th percentile higher than 13% 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

Aurea Pedraza Pena 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. Aurea Pedraza Pena Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aurea Pedraza Pena Retirement Plan reported net income rose from -$87K in the plan year 2022 filing to $10K in the plan year 2023 filing.
  • Aurea Pedraza Pena Retirement Plan end-of-year assets rose from $249K in the plan year 2022 filing to $259K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660664465 · Aurea Pedraza Pena PY 2023 · Money Purchase

Aurea Pedraza Pena Retirement Plan · $259K · 1 · 13th

  • BOOK $259K
  • VS-ST 1
  • BOY 13th
  • SCH Money Purchase
  • EBSA near Harrington Surgical Supply, Inc. Pension Plan
  • PART ind #1968

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 →

Aurea Pedraza Pena Retirement Plan in the asset neighbourhood

Aurea Pedraza Pena Retirement PlanAurea Pedraza Pena Retiremen…$259KHarrington Surgical Supply, Inc. Pension PlanHarrington Surgical Supply, …$257KEmmetsburg Vet Clinic Inc Money Purchase PlanEmmetsburg Vet Clinic Inc Mo…$264KWilliam a. Keen Money Purchase Plan & TrustWilliam a. Keen Money Purcha…$254KSchroeder Truck Repair Co Money Purchase PlanSchroeder Truck Repair Co Mo…$254K
End-of-year total assets ($M) among Aurea Pedraza Pena Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Aurea Pedraza Pena multi-year asset trail

Sponsor-wide plan assets over time

All Aurea Pedraza Pena plans reported in each filing year

Latest sponsor-wide plan assets
$276K 10.836905991216685% vs 2022
2024 filing year
$0.24M$0.25M$0.26M$0.27M$0.28M$0.29M 202220232024 $0.25M $0.28M ▲ +12.0%
Year Plans Participants Total Assets
2022 1 1 $249K
2023 1 1 $259K
2024 1 1 $276K

Aurea Pedraza Pena filing trail (2023)

Total Assets (Beginning of Year)$249K
Net Assets (End of Year)$259K
Net Income$10K
Employer EIN660664465
Plan Effective Date2005-09-27
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Aurea Pedraza Pena Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Aurea Pedraza Pena Retirement Plan, Total assets ($M): 0.259023 · Participants: 1Aurea Pedraza Pena 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
Aurea Pedraza Pena Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Aurea Pedraza Pena Retirement Plan side-by-side with 3 peers →

Aurea Pedraza Pena Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Harrington Surgical Supply, Inc. Pension Plan in MT ($257K); by covered participants it is Steven R. Goldberg Esq. Money Purchase Plan in NJ (1 participant). Same-state nearby plans are listed separately above.

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 Aurea Pedraza Pena Retirement Plan assets move in 2023? ▼
Aurea Pedraza Pena Retirement Plan edged up modestly - up 4.1% during 2023, from $249K to $259K. Reported net income was $10K.
How have Aurea Pedraza Pena plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aurea Pedraza Pena's sponsor-wide assets grew 10.8%, from $249K to $276K.
Where does Aurea Pedraza Pena Retirement Plan rank by assets among Form 5500 filers? ▼
Aurea Pedraza Pena Retirement Plan ranks in the 13th 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 Aurea Pedraza Pena Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Harrington Surgical Supply, Inc. Pension Plan in MT ($257K, 5 participants).
Which Money Purchase plans cover a similar participant headcount to Aurea Pedraza Pena 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 660664465.

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.