Money Purchase · DOL Form 5500 · 2023

David Rivera Rivera Money Purchase Plan

Data updated 2026-08-25

$370K
Total assets Small plan by assets
7
Participants Small participant base
15th
Percentile by assets National rank
$52,865
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: David O. Rivera Rivera, Dds Retirement Plan · Sponsored by David Rivera Rivera · Puerto Rico · Healthcare & Social Assistance

$370K in assets, 7 participants

David Rivera Rivera's David O. Rivera Rivera, Dds Retirement Plan reported $370K in total assets and 7 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.

  • #1,932 in Healthcare & Social Assistance (17,684 peers)

David Rivera Rivera multi-year trail

David Rivera Rivera's plans moved +24.5% in assets from 2022 to 2024; this filing shows David O. Rivera Rivera, Dds Retirement Plan at $370K / 7 participants.

#1,932
in Healthcare & Social Assistance (17,684 peers)
+13.9%
assets growth YoY

David O. Rivera Rivera, Dds Retirement Plan among the smaller filed plans by assets

David O. Rivera Rivera, Dds Retirement Plan vs every filed plan by assets

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

$370,054 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

David O. Rivera Rivera, Dds 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. David O. Rivera Rivera, Dds Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David O. Rivera Rivera, Dds Retirement Plan reported net income rose from -$50K in the plan year 2022 filing to $45K in the plan year 2023 filing.
  • David O. Rivera Rivera, Dds Retirement Plan end-of-year assets rose from $325K in the plan year 2022 filing to $370K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660520636 · David Rivera Rivera PY 2023 · Money Purchase

David O. Rivera Rivera, Dds Retirement Plan · $370K · 7 · 15th

  • SCH $370K
  • SCH 7
  • SCH 15th
  • SCH Money Purchase
  • SCH near Price Oil Pension Plan
  • SCH ind #1932

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 →

David O. Rivera Rivera, Dds Retirement Plan in the asset neighbourhood

Gina Kam Wamg M.D., L.L.P. Money Purchase PlanGina Kam Wamg M.D., L.L.P. M…$385KPrice Oil Pension Plan$375KPsychological Associates of Il Pension PlanPsychological Associates of …$383KDavid O. Rivera Rivera, Dds Retirement PlanDavid O. Rivera Rivera, Dds …$370KNetwork Control Services, Inc. 401(k) PlanNetwork Control Services, In…$357K
End-of-year total assets ($M) among David O. Rivera Rivera, Dds Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

David Rivera Rivera multi-year asset trail

Sponsor-wide plan assets over time

All David Rivera Rivera plans reported in each filing year

Latest sponsor-wide plan assets
$404K 24.453867623481766% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.32M $0.4M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 7 $325K
2023 1 7 $370K
2024 1 6 $404K

David Rivera Rivera filing trail (2023)

Total Assets (Beginning of Year)$325K
Net Assets (End of Year)$370K
Net Income$45K
Employer EIN660520636
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.

David O. Rivera Rivera, Dds Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants David O. Rivera Rivera, Dds Retirement Plan, Total assets ($M): 0.370054 · Participants: 7David O. Rivera Rivera, Dds 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
David O. Rivera Rivera, Dds Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare David O. Rivera Rivera, Dds Retirement Plan side-by-side with 3 peers →

David O. Rivera Rivera, Dds Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Price Oil Pension Plan in AR ($375K); by covered participants it is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($370K here).

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 David O. Rivera Rivera, Dds Retirement Plan assets move in 2023? ▼
David O. Rivera Rivera, Dds Retirement Plan grew at a solid clip - up 13.9% during 2023, from $325K to $370K. Reported net income was $45K.
How have David Rivera Rivera plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Rivera Rivera's sponsor-wide assets grew 24.5%, from $325K to $404K.
Where does David O. Rivera Rivera, Dds Retirement Plan rank by assets among Form 5500 filers? ▼
David O. Rivera Rivera, Dds 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 David O. Rivera Rivera, Dds Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Price Oil Pension Plan in AR ($375K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to David O. Rivera Rivera, Dds Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants, $629K 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 660520636.

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.