Money Purchase · DOL Form 5500 · 2023

Brenda Rivera Davila Money Purchase Plan

Data updated 2026-08-25

$114K
Total assets Small plan by assets
5
Participants Small participant base
7th
Percentile by assets National rank
$22,898
Avg per participant Low balance/head
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Official DOL plan name: Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 · Sponsored by Brenda Rivera Davila · Puerto Rico · Healthcare & Social Assistance

$114K in assets, 5 participants

Brenda Rivera Davila's Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 reported $114K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

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

What the 2023 filing shows

Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 holds $114K for 5 participants - about $22,898 per participant, among the smaller plans by assets on file.

#867
in Healthcare & Social Assistance (17,684 peers)
+2.8%
assets growth YoY

Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 among the smaller filed plans by assets

Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 vs every filed plan by assets

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

$114,489 7th percentile higher than 7% 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

Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 reported net income rose from -$3K in the plan year 2022 filing to $3K in the plan year 2023 filing.
  • Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 end-of-year assets rose from $111K in the plan year 2022 filing to $114K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660539314 · Brenda Rivera Davila PY 2023 · Money Purchase

Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 · $114K · 5 · 7th

  • PCT $114K
  • EIN 5
  • RANK 7th
  • PHOTO Money Purchase
  • IND near Retirement Plan for Agents of Guarantee Life Insurance
  • EOY ind #867

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 →

Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 in the asset neighbourhood

Retirement Plan for Agents of Guarantee Life InsuranceRetirement Plan for Agents o…$119KDickey Supply Co Employee Retirement FundDickey Supply Co Employee Re…$123KDra. Brenda Rivera Davila Retirement Plan Series 97-1537Dra. Brenda Rivera Davila Re…$114KRobnett Manufacturing Sales, Inc. 401(k)Robnett Manufacturing Sales,…$109KUnit Design Inc Mp$106K
End-of-year total assets ($M) among Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$111K
Net Assets (End of Year)$114K
Net Income$3K
Employer EIN660539314
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brenda Rivera Davila)

Sponsor-wide plan assets over time

All Brenda Rivera Davila plans reported in each filing year

Latest sponsor-wide plan assets
$118K 5.618380901094956% vs 2022
2024 filing year
$0.11M$0.11M$0.12M$0.12M$0.13M 202220232024 $0.11M $0.12M ▲ +9.1%
Year Plans Participants Total Assets
2022 1 5 $111K
2023 1 5 $114K
2024 1 5 $118K

Nearby Money Purchase Plans in Puerto Rico

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

Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Dra. Brenda Rivera Davila Retirement Plan Series 97-1537, Total assets ($M): 0.114489 · Participants: 5Dra. Brenda Rivera Davila Retirement Plan Series 97-1537Colegio 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
Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 side-by-side with 3 peers →

Dra. Brenda Rivera Davila Retirement Plan Series 97-1537's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Retirement Plan for Agents of Guarantee Life Insurance in PA ($119K); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($114K here).

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 Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 assets move in 2023? ▼
Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 edged up modestly - up 2.8% during 2023, from $111K to $114K. Reported net income was $3K.
How have Brenda Rivera Davila plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brenda Rivera Davila's sponsor-wide assets grew 5.6%, from $111K to $118K.
Where does Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 rank by assets among Form 5500 filers? ▼
Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 ranks in the 7th 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 Dra. Brenda Rivera Davila Retirement Plan Series 97-1537? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan for Agents of Guarantee Life Insurance in PA ($119K, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Dra. Brenda Rivera Davila Retirement Plan Series 97-1537? ▼
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 660539314.

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.