Money Purchase · DOL Form 5500 · 2023

Jorge a. Mundo Lopez De Victoria Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
25th
Percentile by assets National rank
$173,634
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jm III Retirement Plan · Sponsored by Jorge a. Mundo Lopez De Victoria · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 7 participants

Jorge a. Mundo Lopez De Victoria's Jm III Retirement Plan reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,824 in Healthcare & Social Assistance (17,684 peers)

Jorge a. Mundo Lopez De Victoria multi-year trail

Jorge a. Mundo Lopez De Victoria's plans moved +29.9% in assets from 2022 to 2024; this filing shows Jm III Retirement Plan at $1M / 7 participants.

#3,824
in Healthcare & Social Assistance (17,684 peers)
+15.1%
assets growth YoY

Jm III Retirement Plan among the smaller filed plans by assets

Jm III Retirement Plan vs every filed plan by assets

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

$1,215,435 25th percentile higher than 25% 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

Jm III 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. Jm III Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jm III Retirement Plan reported net income rose from -$125K in the plan year 2022 filing to $160K in the plan year 2023 filing.
  • Jm III Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660487317 · Jorge a. Mundo Lopez De Victoria PY 2023 · Money Purchase

Jm III Retirement Plan · $1M · 7 · 25th

  • PART $1M
  • PART 7
  • PART 25th
  • PART Money Purchase
  • PART near Bond, McDonald's & Lehman, P.C. Pension Plan
  • PART ind #3824

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 →

Jm III Retirement Plan in the asset neighbourhood

Jeral Wayman Hastings$1MJm III Retirement Plan$1MBond, McDonald's & Lehman, P.C. Pension PlanBond, McDonald's & Lehman, P…$1MHenry a. Sheinkopf Communications, Ltd. Pension PlanHenry a. Sheinkopf Communica…$1MWalter Stump Insurance Agency Money Purchase Pension PlanWalter Stump Insurance Agenc…$1M
End-of-year total assets ($M) among Jm III Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Jorge a. Mundo Lopez De Victoria multi-year asset trail

Sponsor-wide plan assets over time

All Jorge a. Mundo Lopez De Victoria plans reported in each filing year

Latest sponsor-wide plan assets
$1M 29.904268370667562% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.06M $1.37M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 7 $1M
2024 1 7 $1M

Jorge a. Mundo Lopez De Victoria filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$160K
Employer EIN660487317
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Jm III Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Jm III Retirement Plan, Total assets ($M): 1.215435 · Participants: 7Jm III 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
Jm III Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Jm III Retirement Plan side-by-side with 3 peers →

Jm III Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Bond, McDonald's & Lehman, P.C. Pension Plan in NY ($1M); 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.

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 Jm III Retirement Plan assets move in 2023? ▼
Jm III Retirement Plan grew sharply - up 15.1% during 2023, from $1M to $1M. Reported net income was $160K.
How have Jorge a. Mundo Lopez De Victoria plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jorge a. Mundo Lopez De Victoria's sponsor-wide assets grew 29.9%, from $1M to $1M.
Where does Jm III Retirement Plan rank by assets among Form 5500 filers? ▼
Jm III Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Jm III Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Bond, McDonald's & Lehman, P.C. Pension Plan in NY ($1M, 6 participants).
Which Money Purchase plans cover a similar participant headcount to Jm III 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 660487317.

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.