Money Purchase · DOL Form 5500 · 2023

David E. Rodriguez Matos Money Purchase Plan

Data updated 2026-08-25

$141K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$140,732
Avg per participant Near avg balance/head
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Official DOL plan name: David E. Rodriguez Matos Retirement Plan · Sponsored by David E. Rodriguez Matos · Puerto Rico · Professional & Technical Services

$141K in assets, 1 participants

David E. Rodriguez Matos's David E. Rodriguez Matos Retirement Plan reported $141K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,379 in Professional & Technical Services (20,321 peers)

David E. Rodriguez Matos multi-year trail

David E. Rodriguez Matos's plans moved -42.8% in assets from 2022 to 2024; this filing shows David E. Rodriguez Matos Retirement Plan at $141K / 1 participant.

#1,379
in Professional & Technical Services (20,321 peers)
-12.0%
assets change YoY

The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David E. Rodriguez Matos Retirement Plan among the smaller filed plans by assets

David E. Rodriguez Matos Retirement Plan vs every filed plan by assets

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

$140,732 8th percentile higher than 8% 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

David E. Rodriguez Matos 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. David E. Rodriguez Matos Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David E. Rodriguez Matos Retirement Plan reported net income fell from $5K in the plan year 2022 filing to -$19K in the plan year 2023 filing.
  • David E. Rodriguez Matos Retirement Plan end-of-year assets fell from $160K in the plan year 2022 filing to $141K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810568859 · David E. Rodriguez Matos PY 2023 · Money Purchase

David E. Rodriguez Matos Retirement Plan · $141K · 1 · 8th

  • PHOTO $141K
  • IND 1
  • EOY 8th
  • 5500 Money Purchase
  • ASSETS near Thomas a Nitta Cpa Profit Sharing Plan Profit Sharing Plan
  • PCT ind #1379

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 →

David E. Rodriguez Matos Retirement Plan in the asset neighbourhood

David E. Rodriguez Matos Retirement PlanDavid E. Rodriguez Matos Ret…$141KThomas a Nitta Cpa Profit Sharing Plan Profit Sharing PlanThomas a Nitta Cpa Profit Sh…$142KRetirement Plan of Armour N. Mellon Separate Trust No. 1Retirement Plan of Armour N.…$139KRobert E Black Money Purchase PlanRobert E Black Money Purchas…$137KLive Oak Preschool 403(b) Defined Benefit PlanLive Oak Preschool 403(b) De…$136K
End-of-year total assets ($M) among David E. Rodriguez Matos Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

David E. Rodriguez Matos multi-year asset trail

Sponsor-wide plan assets over time

All David E. Rodriguez Matos plans reported in each filing year

Latest sponsor-wide plan assets
$92K 42.765625% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.16M $0.09M ▼ -43.8%
Year Plans Participants Total Assets
2022 1 1 $160K
2023 1 1 $141K
2024 1 1 $92K

David E. Rodriguez Matos filing trail (2023)

Total Assets (Beginning of Year)$160K
Net Assets (End of Year)$141K
Net Income-$19K
Employer EIN810568859
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

David E. Rodriguez Matos Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants David E. Rodriguez Matos Retirement Plan, Total assets ($M): 0.140732 · Participants: 1David E. Rodriguez Matos 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
David E. Rodriguez Matos Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare David E. Rodriguez Matos Retirement Plan side-by-side with 3 peers →

David E. Rodriguez Matos Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Thomas a Nitta Cpa Profit Sharing Plan Profit Sharing Plan in CA ($142K); 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 David E. Rodriguez Matos Retirement Plan assets move in 2023? ▼
David E. Rodriguez Matos Retirement Plan pulled back noticeably - down 12.0% during 2023, from $160K to $141K. Reported net income was -$19K.
How have David E. Rodriguez Matos plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David E. Rodriguez Matos's sponsor-wide assets declined 42.8%, from $160K to $92K.
Where does David E. Rodriguez Matos Retirement Plan rank by assets among Form 5500 filers? ▼
David E. Rodriguez Matos Retirement Plan ranks in the 8th 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 David E. Rodriguez Matos Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Thomas a Nitta Cpa Profit Sharing Plan Profit Sharing Plan in CA ($142K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to David E. Rodriguez Matos 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 810568859.

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.