Money Purchase · DOL Form 5500 · 2023

Juan Carlos Alvarez Benitez Money Purchase Plan

Data updated 2026-08-25

$317K
Total assets Small plan by assets
5
Participants Small participant base
14th
Percentile by assets National rank
$63,479
Avg per participant Low balance/head
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Official DOL plan name: Juan Carlos Alvarez Benitez Retirement Plan · Sponsored by Juan Carlos Alvarez Benitez · Puerto Rico · Professional & Technical Services

$317K in assets, 5 participants

Juan Carlos Alvarez Benitez's Juan Carlos Alvarez Benitez Retirement Plan reported $317K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,201 in Professional & Technical Services (20,321 peers)

Juan Carlos Alvarez Benitez multi-year trail

Juan Carlos Alvarez Benitez's plans moved +49.6% in assets from 2022 to 2024; this filing shows Juan Carlos Alvarez Benitez Retirement Plan at $317K / 5 participants.

#2,201
in Professional & Technical Services (20,321 peers)
+21.5%
assets growth YoY

Juan Carlos Alvarez Benitez Retirement Plan among the smaller filed plans by assets

Juan Carlos Alvarez Benitez Retirement Plan vs every filed plan by assets

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

$317,397 14th percentile higher than 14% 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

Juan Carlos Alvarez Benitez 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. Juan Carlos Alvarez Benitez Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Juan Carlos Alvarez Benitez Retirement Plan reported net income rose from -$51K in the plan year 2022 filing to $56K in the plan year 2023 filing.
  • Juan Carlos Alvarez Benitez Retirement Plan end-of-year assets rose from $261K in the plan year 2022 filing to $317K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660443698 · Juan Carlos Alvarez Benitez PY 2023 · Money Purchase

Juan Carlos Alvarez Benitez Retirement Plan · $317K · 5 · 14th

  • ASSETS $317K
  • ASSETS 5
  • ASSETS 14th
  • ASSETS Money Purchase
  • ASSETS near Micro Management Ltd Profit Sharing Plan
  • ASSETS ind #2201

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Juan Carlos Alvarez Benitez Retirement Plan in the asset neighbourhood

Juan Carlos Alvarez Benitez Retirement PlanJuan Carlos Alvarez Benitez …$317KMicro Management Ltd Profit Sharing PlanMicro Management Ltd Profit …$317KInsurance Processing Center, Inc. Money Purchase Pension PlanInsurance Processing Center,…$319KHenney Wealth Management, Inc. Profit Sharing PlanHenney Wealth Management, In…$321KPersonnel Administration Services Inc Employees Pension TrustPersonnel Administration Ser…$325K
End-of-year total assets ($M) among Juan Carlos Alvarez Benitez Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Juan Carlos Alvarez Benitez multi-year asset trail

Sponsor-wide plan assets over time

All Juan Carlos Alvarez Benitez plans reported in each filing year

Latest sponsor-wide plan assets
$391K 49.55138755980861% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.26M $0.39M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 5 $261K
2023 1 5 $317K
2024 1 6 $391K

Juan Carlos Alvarez Benitez filing trail (2023)

Total Assets (Beginning of Year)$261K
Net Assets (End of Year)$317K
Net Income$56K
Employer EIN660443698
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Juan Carlos Alvarez Benitez Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Juan Carlos Alvarez Benitez Retirement Plan, Total assets ($M): 0.317397 · Participants: 5Juan Carlos Alvarez Benitez 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
Juan Carlos Alvarez Benitez Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Juan Carlos Alvarez Benitez Retirement Plan side-by-side with 3 peers →

Juan Carlos Alvarez Benitez Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Micro Management Ltd Profit Sharing Plan in MA ($317K); by covered participants it is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Juan Carlos Alvarez Benitez Retirement Plan assets move in 2023? ▼
Juan Carlos Alvarez Benitez Retirement Plan grew sharply - up 21.5% during 2023, from $261K to $317K. Reported net income was $56K.
How have Juan Carlos Alvarez Benitez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Juan Carlos Alvarez Benitez's sponsor-wide assets grew 49.6%, from $261K to $391K.
Where does Juan Carlos Alvarez Benitez Retirement Plan rank by assets among Form 5500 filers? ▼
Juan Carlos Alvarez Benitez Retirement Plan ranks in the 14th 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 Juan Carlos Alvarez Benitez Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Micro Management Ltd Profit Sharing Plan in MA ($317K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Juan Carlos Alvarez Benitez Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants, $925K 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 660443698.

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.