Money Purchase · DOL Form 5500 · 2023

Farmacia Arleen Money Purchase Plan

Data updated 2026-08-25

$402K
Total assets Small plan by assets
18
Participants Small participant base
16th
Percentile by assets National rank
$22,309
Avg per participant Low balance/head
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Official DOL plan name: Farmacia Arleen Retirement Plan · Sponsored by Farmacia Arleen · Puerto Rico · Retail Trade

$402K in assets, 18 participants

Farmacia Arleen's Farmacia Arleen Retirement Plan reported $402K in total assets and 18 participants 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.

  • #2,206 in Retail Trade (8,414 peers)

Farmacia Arleen multi-year trail

Farmacia Arleen's plans moved +22.8% in assets from 2022 to 2024; this filing shows Farmacia Arleen Retirement Plan at $402K / 18 participants.

#2,206
in Retail Trade (8,414 peers)
+18.6%
assets growth YoY

Farmacia Arleen Retirement Plan among the smaller filed plans by assets

Farmacia Arleen Retirement Plan vs every filed plan by assets

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

$401,555 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

Farmacia Arleen Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Farmacia Arleen Retirement Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Farmacia Arleen Retirement Plan reported net income rose from -$146K in the plan year 2022 filing to $63K in the plan year 2023 filing.
  • Farmacia Arleen Retirement Plan end-of-year assets rose from $339K in the plan year 2022 filing to $402K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660429542 · Farmacia Arleen PY 2023 · Money Purchase

Farmacia Arleen Retirement Plan · $402K · 18 · 16th

  • NET $402K
  • BOOK 18
  • VS-ST 16th
  • BOY Money Purchase
  • SCH near James C. Lisak, M.D. Money Purchase Keogh Plan
  • EBSA ind #2206

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 Retail Trade retirement plans → · Plans in Puerto Rico →

Farmacia Arleen Retirement Plan in the asset neighbourhood

Retirement Plan of Cassandra M. Milbury 1940 TrustRetirement Plan of Cassandra…$418KRetirement Plan of Constance B. Mellon 1941 TrustRetirement Plan of Constance…$418KRetirement Plan of Richard P. Mellon 1940 TrustRetirement Plan of Richard P…$418KFarmacia Arleen Retirement PlanFarmacia Arleen Retirement P…$402KJames C. Lisak, M.D. Money Purchase Keogh PlanJames C. Lisak, M.D. Money P…$391K
End-of-year total assets ($M) among Farmacia Arleen Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Farmacia Arleen multi-year asset trail

Sponsor-wide plan assets over time

All Farmacia Arleen plans reported in each filing year

Latest sponsor-wide plan assets
$416K 22.837591995369223% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.34M $0.42M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 18 $339K
2023 1 18 $402K
2024 1 18 $416K

Farmacia Arleen filing trail (2023)

Total Assets (Beginning of Year)$339K
Net Assets (End of Year)$402K
Net Income$63K
Employer EIN660429542
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Farmacia Arleen Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Farmacia Arleen Retirement Plan, Total assets ($M): 0.401555 · Participants: 18Farmacia Arleen 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
Farmacia Arleen Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Farmacia Arleen Retirement Plan side-by-side with 3 peers →

Farmacia Arleen Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is James C. Lisak, M.D. Money Purchase Keogh Plan in MA ($391K); by covered participants it is Stereo Publishers Pension Fund in NY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Farmacia Arleen Retirement Plan assets move in 2023? ▼
Farmacia Arleen Retirement Plan grew sharply - up 18.6% during 2023, from $339K to $402K. Reported net income was $63K.
How have Farmacia Arleen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Farmacia Arleen's sponsor-wide assets grew 22.8%, from $339K to $416K.
Where does Farmacia Arleen Retirement Plan rank by assets among Form 5500 filers? ▼
Farmacia Arleen 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 Farmacia Arleen Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is James C. Lisak, M.D. Money Purchase Keogh Plan in MA ($391K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Farmacia Arleen Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Stereo Publishers Pension Fund in NY (18 participants, $7M 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 660429542.

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.