Money Purchase · DOL Form 5500 · 2023

Luis Rivera Colon Money Purchase Plan

Data updated 2026-08-25

$349K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$87,265
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rivera-Ponce Retirement Plan · Sponsored by Luis Rivera Colon · Puerto Rico · Healthcare & Social Assistance

$349K in assets, 4 participants

Luis Rivera Colon's Rivera-Ponce Retirement Plan reported $349K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,867 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Rivera-Ponce Retirement Plan holds $349K for 4 participants - about $87,265 per participant, among the smaller plans by assets on file.

#1,867
in Healthcare & Social Assistance (17,684 peers)
+5.8%
assets growth YoY

Rivera-Ponce Retirement Plan among the smaller filed plans by assets

Rivera-Ponce Retirement Plan vs every filed plan by assets

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

$349,059 15th percentile higher than 15% 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

Rivera-Ponce 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. Rivera-Ponce Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rivera-Ponce Retirement Plan reported net income rose from -$65K in the plan year 2022 filing to $19K in the plan year 2023 filing.
  • Rivera-Ponce Retirement Plan end-of-year assets rose from $330K in the plan year 2022 filing to $349K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660421748 · Luis Rivera Colon PY 2023 · Money Purchase

Rivera-Ponce Retirement Plan · $349K · 4 · 15th

  • RANK $349K
  • RANK 4
  • RANK 15th
  • RANK Money Purchase
  • RANK near Hemisphers Money Purchase Plan
  • RANK ind #1867

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 →

Rivera-Ponce Retirement Plan in the asset neighbourhood

Rivera-Ponce Retirement Plan$349KHemisphers Money Purchase PlanHemisphers Money Purchase Pl…$347KAtlantic Sales Inc Profit Sharing and Money Purchase PlanAtlantic Sales Inc Profit Sh…$346KZmax Mortgage Corp Profit Sharing PlanZmax Mortgage Corp Profit Sh…$354KGardner & Associates Simplified Profit Sharing PlanGardner & Associates Simplif…$344K
End-of-year total assets ($M) among Rivera-Ponce Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$330K
Net Assets (End of Year)$349K
Net Income$19K
Employer EIN660421748
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Luis Rivera Colon)

Sponsor-wide plan assets over time

All Luis Rivera Colon plans reported in each filing year

Latest sponsor-wide plan assets
$363K 9.930743222772938% vs 2022
2024 filing year
$0.32M$0.33M$0.34M$0.35M$0.36M$0.37M 202220232024 $0.33M $0.36M ▲ +9.1%
Year Plans Participants Total Assets
2022 1 4 $330K
2023 1 4 $349K
2024 1 4 $363K

Nearby Money Purchase Plans in Puerto Rico

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

Rivera-Ponce Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Rivera-Ponce Retirement Plan, Total assets ($M): 0.349059 · Participants: 4Rivera-Ponce 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
Rivera-Ponce Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Rivera-Ponce Retirement Plan side-by-side with 3 peers →

Rivera-Ponce Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Hemisphers Money Purchase Plan in FL ($347K); 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 Rivera-Ponce Retirement Plan assets move in 2023? ▼
Rivera-Ponce Retirement Plan grew at a solid clip - up 5.8% during 2023, from $330K to $349K. Reported net income was $19K.
How have Luis Rivera Colon plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luis Rivera Colon's sponsor-wide assets grew 9.9%, from $330K to $363K.
Where does Rivera-Ponce Retirement Plan rank by assets among Form 5500 filers? ▼
Rivera-Ponce Retirement Plan ranks in the 15th 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 Rivera-Ponce Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Hemisphers Money Purchase Plan in FL ($347K, 8 participants).
Which Money Purchase plans cover a similar participant headcount to Rivera-Ponce 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 660421748.

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.