Money Purchase · DOL Form 5500 · 2023

Francisco Ayala Ortiz Money Purchase Plan

Data updated 2026-08-25

$741K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$370,342
Avg per participant High balance/head
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Official DOL plan name: Francisco Ayala Ortiz, Md Retirement Plan · Sponsored by Francisco Ayala Ortiz · Puerto Rico · Professional & Technical Services

$741K in assets, 2 participants

Francisco Ayala Ortiz's Francisco Ayala Ortiz, Md Retirement Plan reported $741K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,292 in Professional & Technical Services (20,321 peers)

2023 asset change

Francisco Ayala Ortiz, Md Retirement Plan grew at a solid clip 14.9% in 2023 ($645K → $741K) for 2 participants.

#3,292
in Professional & Technical Services (20,321 peers)
+14.9%
assets growth YoY

Francisco Ayala Ortiz, Md Retirement Plan among the smaller filed plans by assets

Francisco Ayala Ortiz, Md Retirement Plan vs every filed plan by assets

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

$740,684 21st percentile higher than 21% 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

Francisco Ayala Ortiz, Md 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. Francisco Ayala Ortiz, Md Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Francisco Ayala Ortiz, Md Retirement Plan reported net income rose from -$163K in the plan year 2022 filing to $96K in the plan year 2023 filing.
  • Francisco Ayala Ortiz, Md Retirement Plan end-of-year assets rose from $645K in the plan year 2022 filing to $741K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660497191 · Francisco Ayala Ortiz PY 2023 · Money Purchase

Francisco Ayala Ortiz, Md Retirement Plan · $741K · 2 · 21st

  • TYPE $741K
  • NET 2
  • BOOK 21st
  • VS-ST Money Purchase
  • BOY near Lewis Enterprises Inc. Money Purchase Pension Plan and Trust
  • SCH ind #3292

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 →

Francisco Ayala Ortiz, Md Retirement Plan in the asset neighbourhood

Francisco Ayala Ortiz, Md Retirement PlanFrancisco Ayala Ortiz, Md Re…$741KLewis Enterprises Inc. Money Purchase Pension Plan and TrustLewis Enterprises Inc. Money…$743KWabasha Fire Department Relief AssociationWabasha Fire Department Reli…$738KThe Pieper Bar Review Money Purchase Pension PlanThe Pieper Bar Review Money …$734KRetirement Plan of Seward Prosser MellonRetirement Plan of Seward Pr…$732K
End-of-year total assets ($M) among Francisco Ayala Ortiz, Md Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Francisco Ayala Ortiz years around the 2023 move

Sponsor-wide plan assets over time

All Francisco Ayala Ortiz plans reported in each filing year

Latest sponsor-wide plan assets
$662K 2.7027236629854823% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M 202220232024 $0.64M $0.66M ▲ +3.1%
Year Plans Participants Total Assets
2022 1 2 $645K
2023 1 2 $741K
2024 1 2 $662K

2023 asset-move particulars

Total Assets (Beginning of Year)$645K
Net Assets (End of Year)$741K
Net Income$96K
Employer EIN660497191
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Francisco Ayala Ortiz, Md Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Francisco Ayala Ortiz, Md Retirement Plan, Total assets ($M): 0.740684 · Participants: 2Francisco Ayala Ortiz, Md 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
Francisco Ayala Ortiz, Md Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Francisco Ayala Ortiz, Md Retirement Plan side-by-side with 3 peers →

Francisco Ayala Ortiz, Md Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Lewis Enterprises Inc. Money Purchase Pension Plan and Trust in FL ($743K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Francisco Ayala Ortiz, Md Retirement Plan assets move in 2023? ▼
Francisco Ayala Ortiz, Md Retirement Plan grew at a solid clip - up 14.9% during 2023, from $645K to $741K. Reported net income was $96K.
How have Francisco Ayala Ortiz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Francisco Ayala Ortiz's sponsor-wide assets grew 2.7%, from $645K to $662K.
Where does Francisco Ayala Ortiz, Md Retirement Plan rank by assets among Form 5500 filers? ▼
Francisco Ayala Ortiz, Md Retirement Plan ranks in the 21st 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 Francisco Ayala Ortiz, Md Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Lewis Enterprises Inc. Money Purchase Pension Plan and Trust in FL ($743K, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Francisco Ayala Ortiz, Md Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 660497191.

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.