Money Purchase · DOL Form 5500 · 2023

Laboratorio Clinico Loiza Valley, Inc. Money Purchase Plan

Data updated 2026-08-25

$132K
Total assets Small plan by assets
9
Participants Small participant base
8th
Percentile by assets National rank
$14,700
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Laboratorio Clinico Loiza Valley, Inc. Retirement Plan · Sponsored by Laboratorio Clinico Loiza Valley, Inc. · Puerto Rico · Healthcare & Social Assistance

$132K in assets, 9 participants

Laboratorio Clinico Loiza Valley, Inc.'s Laboratorio Clinico Loiza Valley, Inc. Retirement Plan reported $132K in total assets and 9 participants 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.

  • #970 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Laboratorio Clinico Loiza Valley, Inc. Retirement Plan holds $132K for 9 participants - about $14,700 per participant, among the smaller plans by assets on file.

#970
in Healthcare & Social Assistance (17,684 peers)
+0.4%
assets growth YoY

Laboratorio Clinico Loiza Valley, Inc. Retirement Plan among the smaller filed plans by assets

Laboratorio Clinico Loiza Valley, Inc. Retirement Plan vs every filed plan by assets

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

$132,304 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

Laboratorio Clinico Loiza Valley, Inc. 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. Laboratorio Clinico Loiza Valley, Inc. Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Laboratorio Clinico Loiza Valley, Inc. Retirement Plan reported net income rose from -$24K in the plan year 2022 filing to $483 in the plan year 2023 filing.
  • Laboratorio Clinico Loiza Valley, Inc. Retirement Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660503497 · Laboratorio Clinico Loiza Valley, Inc. PY 2023 · Money Purchase

Laboratorio Clinico Loiza Valley, Inc. Retirement Plan · $132K · 9 · 8th

  • SCH $132K
  • SCH 9
  • SCH 8th
  • SCH Money Purchase
  • SCH near North Star Asset Management Money Purchase Pension Plan
  • SCH ind #970

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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

Laboratorio Clinico Loiza Valley, Inc. Retirement Plan in the asset neighbourhood

Teaneck Federal Credit Union Pension PlanTeaneck Federal Credit Union…$136KState Shorthand Reporting Retirement PlanState Shorthand Reporting Re…$136KLive Oak Preschool 403(b) Defined Benefit PlanLive Oak Preschool 403(b) De…$136KLaboratorio Clinico Loiza Valley, Inc. Retirement PlanLaboratorio Clinico Loiza Va…$132KNorth Star Asset Management Money Purchase Pension PlanNorth Star Asset Management …$132K
End-of-year total assets ($M) among Laboratorio Clinico Loiza Valley, Inc. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$132K
Net Assets (End of Year)$132K
Net Income$483
Employer EIN660503497
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Laboratorio Clinico Loiza Valley, Inc.)

Sponsor-wide plan assets over time

All Laboratorio Clinico Loiza Valley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$136K 3.30675689002511% vs 2022
2024 filing year
$0.13M$0.13M$0.14M$0.14M$0.14M 202220232024 $0.13M $0.14M ▲ +7.7%
Year Plans Participants Total Assets
2022 1 8 $132K
2023 1 9 $132K
2024 1 9 $136K

Nearby Money Purchase Plans in Puerto Rico

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

Laboratorio Clinico Loiza Valley, Inc. Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Laboratorio Clinico Loiza Valley, Inc. Retirement Plan, Total assets ($M): 0.132304 · Participants: 9Laboratorio Clinico Loiza Valley, Inc. 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
Laboratorio Clinico Loiza Valley, Inc. Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Laboratorio Clinico Loiza Valley, Inc. Retirement Plan side-by-side with 3 peers →

Laboratorio Clinico Loiza Valley, Inc. Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is North Star Asset Management Money Purchase Pension Plan in MA ($132K); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Laboratorio Clinico Loiza Valley, Inc. Retirement Plan assets move in 2023? ▼
Laboratorio Clinico Loiza Valley, Inc. Retirement Plan held essentially flat - up 0.4% during 2023, from $132K to $132K. Reported net income was $483.
How have Laboratorio Clinico Loiza Valley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Laboratorio Clinico Loiza Valley, Inc.'s sponsor-wide assets grew 3.3%, from $132K to $136K.
Where does Laboratorio Clinico Loiza Valley, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Laboratorio Clinico Loiza Valley, Inc. 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 Laboratorio Clinico Loiza Valley, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is North Star Asset Management Money Purchase Pension Plan in MA ($132K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Laboratorio Clinico Loiza Valley, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Loberg & Loberg Money Purchase Plan in WI (9 participants, $2M 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 660503497.

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.