Money Purchase · DOL Form 5500 · 2023

Victor Rodriguez Venegas Money Purchase Plan

Data updated 2026-08-25

$210K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$69,996
Avg per participant Below avg balance/head
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Official DOL plan name: Dr. Victor Rodriguez Venegas Retirement Plan Trust · Sponsored by Victor Rodriguez Venegas · Puerto Rico · Healthcare & Social Assistance

$210K in assets, 3 participants

Victor Rodriguez Venegas's Dr. Victor Rodriguez Venegas Retirement Plan Trust reported $210K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,367 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Dr. Victor Rodriguez Venegas Retirement Plan Trust grew sharply 22.2% in 2023 ($172K → $210K) for 3 participants.

#1,367
in Healthcare & Social Assistance (17,684 peers)
+22.2%
assets growth YoY

Dr. Victor Rodriguez Venegas Retirement Plan Trust among the smaller filed plans by assets

Dr. Victor Rodriguez Venegas Retirement Plan Trust vs every filed plan by assets

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

$209,989 11th percentile higher than 11% 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

Dr. Victor Rodriguez Venegas Retirement Plan Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dr. Victor Rodriguez Venegas Retirement Plan Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dr. Victor Rodriguez Venegas Retirement Plan Trust reported net income rose from -$29K in the plan year 2022 filing to $38K in the plan year 2023 filing.
  • Dr. Victor Rodriguez Venegas Retirement Plan Trust end-of-year assets fell from $218K in the plan year 2022 filing to $210K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660729012 · Victor Rodriguez Venegas PY 2023 · Money Purchase

Dr. Victor Rodriguez Venegas Retirement Plan Trust · $210K · 3 · 11th

  • 5500 $210K
  • 5500 3
  • 5500 11th
  • 5500 Money Purchase
  • 5500 near Dra. Ivette Rosario Robles Retirement Plan
  • 5500 ind #1367

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 →

Dr. Victor Rodriguez Venegas Retirement Plan Trust in the asset neighbourhood

The Irons Law Firm Money Purchase PlanThe Irons Law Firm Money Pur…$216KDr. Victor Rodriguez Venegas Retirement Plan TrustDr. Victor Rodriguez Venegas…$210KDra. Ivette Rosario Robles Retirement PlanDra. Ivette Rosario Robles R…$212KIzak Herschitz Md PC Employees Money Purchase PlanIzak Herschitz Md PC Employe…$208KNeurosurgeons, Ltd. Money Purchase PlanNeurosurgeons, Ltd. Money Pu…$208K
End-of-year total assets ($M) among Dr. Victor Rodriguez Venegas Retirement Plan Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Victor Rodriguez Venegas years around the 2023 move

Sponsor-wide plan assets over time

All Victor Rodriguez Venegas plans reported in each filing year

Latest sponsor-wide plan assets
$227K 4.116812191973985% vs 2022
2024 filing year
$0.2M$0.21M$0.22M$0.23M$0.24M 202220232024 $0.22M $0.23M ▲ +4.5%
Year Plans Participants Total Assets
2022 1 3 $218K
2023 1 3 $210K
2024 1 3 $227K

2023 asset-move particulars

Total Assets (Beginning of Year)$172K
Net Assets (End of Year)$176K
Net Income$38K
Employer EIN660729012
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Dr. Victor Rodriguez Venegas Retirement Plan Trust vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Dr. Victor Rodriguez Venegas Retirement Plan Trust, Total assets ($M): 0.209989 · Participants: 3Dr. Victor Rodriguez Venegas Retirement Plan TrustColegio 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
Dr. Victor Rodriguez Venegas Retirement Plan Trust vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Dr. Victor Rodriguez Venegas Retirement Plan Trust side-by-side with 3 peers →

Dr. Victor Rodriguez Venegas Retirement Plan Trust's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Dra. Ivette Rosario Robles Retirement Plan in FL ($212K); 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 Dr. Victor Rodriguez Venegas Retirement Plan Trust assets move in 2023? ▼
Dr. Victor Rodriguez Venegas Retirement Plan Trust grew sharply - up 22.2% during 2023, from $172K to $210K. Reported net income was $38K.
How have Victor Rodriguez Venegas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Victor Rodriguez Venegas's sponsor-wide assets grew 4.1%, from $218K to $227K.
Where does Dr. Victor Rodriguez Venegas Retirement Plan Trust rank by assets among Form 5500 filers? ▼
Dr. Victor Rodriguez Venegas Retirement Plan Trust ranks in the 11th 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 Dr. Victor Rodriguez Venegas Retirement Plan Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Dra. Ivette Rosario Robles Retirement Plan in FL ($212K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Dr. Victor Rodriguez Venegas Retirement Plan Trust? ▼
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 660729012.

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.