Money Purchase · DOL Form 5500 · 2023

Rexach & Pico, Abogados C.S.P. Money Purchase Plan

Data updated 2026-08-25

$729K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$364,429
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rexach & Pico, C.S.P. Retirement Plan · Sponsored by Rexach & Pico, Abogados C.S.P. · Puerto Rico · Other Services

$729K in assets, 2 participants

Rexach & Pico, Abogados C.S.P.'s Rexach & Pico, C.S.P. Retirement Plan reported $729K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,466 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Rexach & Pico, C.S.P. Retirement Plan ranks #3,466 of 7,857 2023 filers by assets (2754% of the sector average)-$729K for 2 participants.

#3,466
in Other Services (7,857 peers)
-5.9%
assets change YoY

The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rexach & Pico, C.S.P. Retirement Plan among the smaller filed plans by assets

Rexach & Pico, C.S.P. Retirement Plan vs every filed plan by assets

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

$728,857 21st percentile higher than 21% 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

Rexach & Pico, C.S.P. 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. Rexach & Pico, C.S.P. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rexach & Pico, C.S.P. Retirement Plan reported net income rose from -$315K in the plan year 2022 filing to -$45K in the plan year 2023 filing.
  • Rexach & Pico, C.S.P. Retirement Plan reported participants fell from 4 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Rexach & Pico, C.S.P. Retirement Plan end-of-year assets fell from $774K in the plan year 2022 filing to $729K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660637676 · Rexach & Pico, Abogados C.S.P. PY 2023 · Money Purchase

Rexach & Pico, C.S.P. Retirement Plan · $729K · 2 · 21st

  • NET $729K
  • BOOK 2
  • VS-ST 21st
  • BOY Money Purchase
  • SCH near Gne Asset Management Corp Profit Sharing Plan
  • EBSA ind #3466

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 Other Services retirement plans → · Plans in Puerto Rico →

Rexach & Pico, C.S.P. Retirement Plan in the asset neighbourhood

Wabasha Fire Department Relief AssociationWabasha Fire Department Reli…$738KRexach & Pico, C.S.P. Retirement PlanRexach & Pico, C.S.P. Retire…$729KGne Asset Management Corp Profit Sharing PlanGne Asset Management Corp Pr…$728KRetirement Plan of Seward Prosser MellonRetirement Plan of Seward Pr…$732KThe Pieper Bar Review Money Purchase Pension PlanThe Pieper Bar Review Money …$734K
End-of-year total assets ($M) among Rexach & Pico, C.S.P. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$774K
Net Assets (End of Year)$697K
Net Income-$45K
Employer EIN660637676
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rexach & Pico, Abogados C.S.P.)

Sponsor-wide plan assets over time

All Rexach & Pico, Abogados C.S.P. plans reported in each filing year

Latest sponsor-wide plan assets
$778K 0.5554393008181749% vs 2022
2024 filing year
$0.72M$0.74M$0.76M$0.78M$0.8M 202220232024 $0.77M $0.78M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 4 $774K
2023 1 2 $729K
2024 1 1 $778K

Nearby Money Purchase Plans in Puerto Rico

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

Rexach & Pico, C.S.P. Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Rexach & Pico, C.S.P. Retirement Plan, Total assets ($M): 0.728857 · Participants: 2Rexach & Pico, C.S.P. 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
Rexach & Pico, C.S.P. Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Rexach & Pico, C.S.P. Retirement Plan side-by-side with 3 peers →

Rexach & Pico, C.S.P. Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Gne Asset Management Corp Profit Sharing Plan in NY ($728K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

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 Rexach & Pico, C.S.P. Retirement Plan assets move in 2023? ▼
Rexach & Pico, C.S.P. Retirement Plan pulled back noticeably - down 5.9% during 2023, from $774K to $729K. Reported net income was -$45K.
How have Rexach & Pico, Abogados C.S.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rexach & Pico, Abogados C.S.P.'s sponsor-wide assets grew 0.6%, from $774K to $778K.
Where does Rexach & Pico, C.S.P. Retirement Plan rank by assets among Form 5500 filers? ▼
Rexach & Pico, C.S.P. Retirement Plan ranks in the 21st 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 Rexach & Pico, C.S.P. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Gne Asset Management Corp Profit Sharing Plan in NY ($728K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Rexach & Pico, C.S.P. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 660637676.

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.