Money Purchase · DOL Form 5500 · 2023

Daniel Rivera Marquez Money Purchase Plan

Data updated 2026-08-25

$161K
Total assets Small plan by assets
5
Participants Small participant base
9th
Percentile by assets National rank
$32,158
Avg per participant Low balance/head
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Official DOL plan name: Daniel Rivera Marquez Profit Sharing Plan · Sponsored by Daniel Rivera Marquez · Puerto Rico · Professional & Technical Services

$161K in assets, 5 participants

Daniel Rivera Marquez's Daniel Rivera Marquez Profit Sharing Plan reported $161K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,494 in Professional & Technical Services (20,321 peers)

Daniel Rivera Marquez multi-year trail

Daniel Rivera Marquez's plans moved +22.8% in assets from 2023 to 2024; this filing shows Daniel Rivera Marquez Profit Sharing Plan at $161K / 5 participants.

#1,494
in Professional & Technical Services (20,321 peers)
+1.0%
assets growth YoY

Daniel Rivera Marquez Profit Sharing Plan among the smaller filed plans by assets

Daniel Rivera Marquez Profit Sharing Plan vs every filed plan by assets

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

$160,791 9th percentile higher than 9% 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

Daniel Rivera Marquez 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. Daniel Rivera Marquez Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 660655645 · Daniel Rivera Marquez PY 2023 · Money Purchase

Daniel Rivera Marquez Profit Sharing Plan · $161K · 5 · 9th

  • EBSA $161K
  • EBSA 5
  • EBSA 9th
  • EBSA Money Purchase
  • EBSA near Wam Industries, Inc. Employee Money Purchase Pension Plan
  • EBSA ind #1494

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 →

Daniel Rivera Marquez Profit Sharing Plan in the asset neighbourhood

Daniel Rivera Marquez Profit Sharing PlanDaniel Rivera Marquez Profit…$161KWam Industries, Inc. Employee Money Purchase Pension PlanWam Industries, Inc. Employe…$161KDr Martha Ann Flowers Md Basic PlanDr Martha Ann Flowers Md Bas…$158KLocal 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019Local 976 I.L.a. Pension Fun…$158KAnesthesiology P.C. Money Purchase Pension PlanAnesthesiology P.C. Money Pu…$156K
End-of-year total assets ($M) among Daniel Rivera Marquez Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Daniel Rivera Marquez multi-year asset trail

Sponsor-wide plan assets over time

All Daniel Rivera Marquez plans reported in each filing year

Latest sponsor-wide plan assets
$197K 22.802271271402006% vs 2023
2024 filing year
$0.14M$0.16M$0.18M$0.2M$0.22M 20232024 $0.16M $0.2M ▲ +25.0%
Year Plans Participants Total Assets
2023 1 5 $161K
2024 1 4 $197K

Daniel Rivera Marquez filing trail (2023)

Total Assets (Beginning of Year)$159K
Net Assets (End of Year)$161K
Net Income$2K
Employer EIN660655645
Plan Effective Date2005-12-27
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Daniel Rivera Marquez Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Daniel Rivera Marquez Profit Sharing Plan, Total assets ($M): 0.160791 · Participants: 5Daniel Rivera Marquez 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
Daniel Rivera Marquez Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Daniel Rivera Marquez Profit Sharing Plan side-by-side with 3 peers →

Daniel Rivera Marquez Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Wam Industries, Inc. Employee Money Purchase Pension Plan in CA ($161K); by covered participants it is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Daniel Rivera Marquez Profit Sharing Plan assets move in 2023? ▼
Daniel Rivera Marquez Profit Sharing Plan edged up modestly - up 1.0% during 2023, from $159K to $161K. Reported net income was $2K.
How have Daniel Rivera Marquez plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Daniel Rivera Marquez's sponsor-wide assets grew 22.8%, from $161K to $197K.
Where does Daniel Rivera Marquez Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Daniel Rivera Marquez Profit Sharing Plan ranks in the 9th 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 Daniel Rivera Marquez Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Wam Industries, Inc. Employee Money Purchase Pension Plan in CA ($161K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Daniel Rivera Marquez Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants, $925K 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 660655645.

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.