Money Purchase · DOL Form 5500 · 2023

Carlos Caceres Roure, Md Money Purchase Plan

Data updated 2026-08-25

$8K
Total assets Small plan by assets
2
Participants Small participant base
1st
Percentile by assets National rank
$3,930
Avg per participant Low balance/head
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Official DOL plan name: Carlos Caceres Roure, Md Retirement Plan · Sponsored by Carlos Caceres Roure, Md · Puerto Rico · Healthcare & Social Assistance

$8K in assets, 2 participants

Carlos Caceres Roure, Md's Carlos Caceres Roure, Md Retirement Plan reported $8K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

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

Carlos Caceres Roure, Md multi-year trail

Carlos Caceres Roure, Md's plans moved +28.7% in assets from 2022 to 2024; this filing shows Carlos Caceres Roure, Md Retirement Plan at $8K / 2 participants.

#164
in Healthcare & Social Assistance (17,684 peers)
+16.4%
assets growth YoY

Carlos Caceres Roure, Md Retirement Plan among the smaller filed plans by assets

Carlos Caceres Roure, Md Retirement Plan vs every filed plan by assets

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

$7,859 1st percentile higher than 1% 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

Carlos Caceres Roure, Md 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. Carlos Caceres Roure, Md Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carlos Caceres Roure, Md Retirement Plan reported net income rose from -$2K in the plan year 2022 filing to $1K in the plan year 2023 filing.
  • Carlos Caceres Roure, Md Retirement Plan end-of-year assets rose from $7K in the plan year 2022 filing to $8K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660657670 · Carlos Caceres Roure, Md PY 2023 · Money Purchase

Carlos Caceres Roure, Md Retirement Plan · $8K · 2 · 1st

  • RANK $8K
  • PHOTO 2
  • IND 1st
  • EOY Money Purchase
  • 5500 near Carl Rose & Sons, Inc. Money Purchase Pension Plan
  • ASSETS ind #164

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 →

Carlos Caceres Roure, Md Retirement Plan in the asset neighbourhood

Carlos Caceres Roure, Md Retirement PlanCarlos Caceres Roure, Md Ret…$8KCarl Rose & Sons, Inc. Money Purchase Pension PlanCarl Rose & Sons, Inc. Money…$6KPROBUSGAILILEEY16T24$5KKaren M Burns - Books and People Mp KeoughKaren M Burns - Books and Pe…$11KThinfilms Inc. Pension Plan$4K
End-of-year total assets ($M) among Carlos Caceres Roure, Md Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Carlos Caceres Roure, Md multi-year asset trail

Sponsor-wide plan assets over time

All Carlos Caceres Roure, Md plans reported in each filing year

Latest sponsor-wide plan assets
$9K 28.74074074074074% vs 2022
2024 filing year
$0.01M 202220232024 $0.01M $0.01M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $7K
2023 1 2 $8K
2024 1 2 $9K

Carlos Caceres Roure, Md filing trail (2023)

Total Assets (Beginning of Year)$7K
Net Assets (End of Year)$8K
Net Income$1K
Employer EIN660657670
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.

Carlos Caceres Roure, Md Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Carlos Caceres Roure, Md Retirement Plan, Total assets ($M): 0.007859 · Participants: 2Carlos Caceres Roure, Md 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
Carlos Caceres Roure, Md Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Carlos Caceres Roure, Md Retirement Plan side-by-side with 3 peers →

Carlos Caceres Roure, Md Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Carl Rose & Sons, Inc. Money Purchase Pension Plan in NC ($6K); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Carlos Caceres Roure, Md Retirement Plan assets move in 2023? ▼
Carlos Caceres Roure, Md Retirement Plan grew sharply - up 16.4% during 2023, from $7K to $8K. Reported net income was $1K.
How have Carlos Caceres Roure, Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlos Caceres Roure, Md's sponsor-wide assets grew 28.7%, from $7K to $9K.
Where does Carlos Caceres Roure, Md Retirement Plan rank by assets among Form 5500 filers? ▼
Carlos Caceres Roure, Md Retirement Plan ranks in the 1st 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 Carlos Caceres Roure, Md Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Carl Rose & Sons, Inc. Money Purchase Pension Plan in NC ($6K, 63 participants).
Which Money Purchase plans cover a similar participant headcount to Carlos Caceres Roure, Md Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (2 participants, $6M 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 660657670.

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.