Money Purchase · DOL Form 5500 · 2023

David Lozada Figueroa Money Purchase Plan

Data updated 2026-08-25

$187K
Total assets Small plan by assets
3
Participants Small participant base
10th
Percentile by assets National rank
$62,362
Avg per participant Low balance/head
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Official DOL plan name: Lozada Amill Retirement Plan · Sponsored by David Lozada Figueroa · Puerto Rico · Healthcare & Social Assistance

$187K in assets, 3 participants

David Lozada Figueroa's Lozada Amill Retirement Plan reported $187K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,254 in Healthcare & Social Assistance (17,684 peers)

David Lozada Figueroa multi-year trail

David Lozada Figueroa's plans moved +35.3% in assets from 2022 to 2024; this filing shows Lozada Amill Retirement Plan at $187K / 3 participants.

#1,254
in Healthcare & Social Assistance (17,684 peers)
+18.9%
assets growth YoY

Lozada Amill Retirement Plan among the smaller filed plans by assets

Lozada Amill Retirement Plan vs every filed plan by assets

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

$187,087 10th percentile higher than 10% 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

Lozada Amill 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. Lozada Amill Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lozada Amill Retirement Plan reported net income rose from $3K in the plan year 2022 filing to $5K in the plan year 2023 filing.
  • Lozada Amill Retirement Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Lozada Amill Retirement Plan end-of-year assets rose from $163K in the plan year 2022 filing to $187K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660864144 · David Lozada Figueroa PY 2023 · Money Purchase

Lozada Amill Retirement Plan · $187K · 3 · 10th

  • VS-ST $187K
  • BOY 3
  • SCH 10th
  • EBSA Money Purchase
  • PART near Henney Wealth Management, Inc. Money Purchase Plan
  • TYPE ind #1254

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 →

Lozada Amill Retirement Plan in the asset neighbourhood

Lozada Amill Retirement Plan$187KHenney Wealth Management, Inc. Money Purchase PlanHenney Wealth Management, In…$186KLeland Cox, M.D., Inc. Money Purchase Pension PlanLeland Cox, M.D., Inc. Money…$189KM. B. & Edna Zale Foundation Retirement PlanM. B. & Edna Zale Foundation…$184KHeat and Frost Insulators Local 47 Retirement Savings PlanHeat and Frost Insulators Lo…$181K
End-of-year total assets ($M) among Lozada Amill Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

David Lozada Figueroa multi-year asset trail

Sponsor-wide plan assets over time

All David Lozada Figueroa plans reported in each filing year

Latest sponsor-wide plan assets
$221K 35.33187695433212% vs 2022
2024 filing year
$0.14M$0.16M$0.18M$0.2M$0.22M$0.24M 202220232024 $0.16M $0.22M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 4 $163K
2023 1 3 $187K
2024 1 3 $221K

David Lozada Figueroa filing trail (2023)

Total Assets (Beginning of Year)$157K
Net Assets (End of Year)$46K
Net Income$5K
Employer EIN660864144
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Lozada Amill Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Lozada Amill Retirement Plan, Total assets ($M): 0.187087 · Participants: 3Lozada Amill 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
Lozada Amill Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Lozada Amill Retirement Plan side-by-side with 3 peers →

Lozada Amill Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Henney Wealth Management, Inc. Money Purchase Plan in CA ($186K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Lozada Amill Retirement Plan assets move in 2023? ▼
Lozada Amill Retirement Plan grew sharply - up 18.9% during 2023, from $157K to $187K. Reported net income was $5K.
How have David Lozada Figueroa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Lozada Figueroa's sponsor-wide assets grew 35.3%, from $163K to $221K.
Where does Lozada Amill Retirement Plan rank by assets among Form 5500 filers? ▼
Lozada Amill Retirement Plan ranks in the 10th 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 Lozada Amill Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Henney Wealth Management, Inc. Money Purchase Plan in CA ($186K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Lozada Amill Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K 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 660864144.

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.