Money Purchase · DOL Form 5500 · 2023

Dr. Luis J. Deliz Varela Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
32nd
Percentile by assets National rank
$752,134
Avg per participant High balance/head
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Official DOL plan name: Dr. Luis J. Deliz Varela Target Benefit Pension Plan · Sponsored by Dr. Luis J. Deliz Varela · Puerto Rico · Healthcare & Social Assistance

$2M in assets, 3 participants

Dr. Luis J. Deliz Varela's Dr. Luis J. Deliz Varela Target Benefit Pension Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,504 in Healthcare & Social Assistance (17,684 peers)

Dr. Luis J. Deliz Varela multi-year trail

Dr. Luis J. Deliz Varela's plans moved +31.6% in assets from 2022 to 2024; this filing shows Dr. Luis J. Deliz Varela Target Benefit Pension Plan at $2M / 3 participants.

#5,504
in Healthcare & Social Assistance (17,684 peers)
+16.2%
assets growth YoY

Dr. Luis J. Deliz Varela Target Benefit Pension Plan among the smaller filed plans by assets

Dr. Luis J. Deliz Varela Target Benefit Pension Plan vs every filed plan by assets

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

$2,256,403 32nd percentile higher than 32% 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. Luis J. Deliz Varela Target Benefit Pension 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. Dr. Luis J. Deliz Varela Target Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dr. Luis J. Deliz Varela Target Benefit Pension Plan reported net income rose from -$328K in the plan year 2022 filing to $321K in the plan year 2023 filing.
  • Dr. Luis J. Deliz Varela Target Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660746088 · Dr. Luis J. Deliz Varela PY 2023 · Money Purchase

Dr. Luis J. Deliz Varela Target Benefit Pension Plan · $2M · 3 · 32nd

  • NET $2M
  • BOOK 3
  • VS-ST 32nd
  • BOY Money Purchase
  • SCH near Pension Plan for Employees of the Teamsters Local No. 115 Funds
  • EBSA ind #5504

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. Luis J. Deliz Varela Target Benefit Pension Plan in the asset neighbourhood

Dr. Luis J. Deliz Varela Target Benefit Pension PlanDr. Luis J. Deliz Varela Tar…$2MPension Plan for Employees of the Teamsters Local No. 115 FundsPension Plan for Employees o…$2MObjective Marketing Inc Profit Sharing PlanObjective Marketing Inc Prof…$2MThe Contractors Retirement PlanThe Contractors Retirement P…$2MSoftware Plus P-S Plan$2M
End-of-year total assets ($M) among Dr. Luis J. Deliz Varela Target Benefit Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Dr. Luis J. Deliz Varela multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Luis J. Deliz Varela plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.601720450935776% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $1.94M $2.55M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $3M

Dr. Luis J. Deliz Varela filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$321K
Employer EIN660746088
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Dr. Luis J. Deliz Varela Target Benefit Pension Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 234567 Total assets ($M) Participants Dr. Luis J. Deliz Varela Target Benefit Pension Plan, Total assets ($M): 2.256403 · Participants: 3Dr. Luis J. Deliz Varela Target Benefit Pension 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
Dr. Luis J. Deliz Varela Target Benefit Pension Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Dr. Luis J. Deliz Varela Target Benefit Pension Plan side-by-side with 3 peers →

Dr. Luis J. Deliz Varela Target Benefit Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Pension Plan for Employees of the Teamsters Local No. 115 Funds in PA ($2M); 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. Luis J. Deliz Varela Target Benefit Pension Plan assets move in 2023? ▼
Dr. Luis J. Deliz Varela Target Benefit Pension Plan grew sharply - up 16.2% during 2023, from $2M to $2M. Reported net income was $321K.
How have Dr. Luis J. Deliz Varela plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Luis J. Deliz Varela's sponsor-wide assets grew 31.6%, from $2M to $3M.
Which Money Purchase plans are similar in size to Dr. Luis J. Deliz Varela Target Benefit Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pension Plan for Employees of the Teamsters Local No. 115 Funds in PA ($2M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Dr. Luis J. Deliz Varela Target Benefit Pension 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 660746088.

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.