Money Purchase · DOL Form 5500 · 2023

Efren R. Badia & Asociados Money Purchase Plan

Data updated 2026-08-25

$234K
Total assets Small plan by assets
4
Participants Small participant base
12th
Percentile by assets National rank
$58,431
Avg per participant Low balance/head
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Official DOL plan name: Efren R. Badia Cabrera Retirement Plan · Sponsored by Efren R. Badia & Asociados · Puerto Rico · Professional & Technical Services

$234K in assets, 4 participants

Efren R. Badia & Asociados's Efren R. Badia Cabrera Retirement Plan reported $234K in total assets and 4 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.

  • #1,856 in Professional & Technical Services (20,321 peers)

Efren R. Badia & Asociados multi-year trail

Efren R. Badia & Asociados's plans moved +18.7% in assets from 2022 to 2024; this filing shows Efren R. Badia Cabrera Retirement Plan at $234K / 4 participants.

#1,856
in Professional & Technical Services (20,321 peers)
+7.2%
assets growth YoY

Efren R. Badia Cabrera Retirement Plan among the smaller filed plans by assets

Efren R. Badia Cabrera Retirement Plan vs every filed plan by assets

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

$233,722 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

Efren R. Badia Cabrera 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. Efren R. Badia Cabrera Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Efren R. Badia Cabrera Retirement Plan reported net income rose from $6K in the plan year 2022 filing to $16K in the plan year 2023 filing.
  • Efren R. Badia Cabrera Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Efren R. Badia Cabrera Retirement Plan end-of-year assets rose from $218K in the plan year 2022 filing to $234K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660416329 · Efren R. Badia & Asociados PY 2023 · Money Purchase

Efren R. Badia Cabrera Retirement Plan · $234K · 4 · 12th

  • PCT $234K
  • PCT 4
  • PCT 12th
  • PCT Money Purchase
  • PCT near Retirement Plan of Constance B. Mellon 1965 Trust
  • PCT ind #1856

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 →

Efren R. Badia Cabrera Retirement Plan in the asset neighbourhood

W. Clark Washington, P.C., Money Purchase Pension PlanW. Clark Washington, P.C., M…$237KEfren R. Badia Cabrera Retirement PlanEfren R. Badia Cabrera Retir…$234KRetirement Plan of Constance B. Mellon 1965 TrustRetirement Plan of Constance…$234KRatliff Cpa Retirement Plan$234KNorth Star Asset Management Money Purchase Pension PlanNorth Star Asset Management …$230K
End-of-year total assets ($M) among Efren R. Badia Cabrera Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Efren R. Badia & Asociados multi-year asset trail

Sponsor-wide plan assets over time

All Efren R. Badia & Asociados plans reported in each filing year

Latest sponsor-wide plan assets
$259K 18.66292325548323% vs 2022
2024 filing year
$0.2M$0.22M$0.24M$0.26M$0.28M 202220232024 $0.22M $0.26M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 2 $218K
2023 1 4 $234K
2024 1 4 $259K

Efren R. Badia & Asociados filing trail (2023)

Total Assets (Beginning of Year)$218K
Net Assets (End of Year)$234K
Net Income$16K
Employer EIN660416329
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Efren R. Badia Cabrera Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Efren R. Badia Cabrera Retirement Plan, Total assets ($M): 0.233722 · Participants: 4Efren R. Badia Cabrera 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
Efren R. Badia Cabrera Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Efren R. Badia Cabrera Retirement Plan side-by-side with 3 peers →

Efren R. Badia Cabrera 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 Constance B. Mellon 1965 Trust in PA ($234K); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Efren R. Badia Cabrera Retirement Plan assets move in 2023? ▼
Efren R. Badia Cabrera Retirement Plan grew at a solid clip - up 7.2% during 2023, from $218K to $234K. Reported net income was $16K.
How have Efren R. Badia & Asociados plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Efren R. Badia & Asociados's sponsor-wide assets grew 18.7%, from $218K to $259K.
Where does Efren R. Badia Cabrera Retirement Plan rank by assets among Form 5500 filers? ▼
Efren R. Badia Cabrera 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 Efren R. Badia Cabrera Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan of Constance B. Mellon 1965 Trust in PA ($234K, 7 participants).
Which Money Purchase plans cover a similar participant headcount to Efren R. Badia Cabrera Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K 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 660416329.

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.