Money Purchase · DOL Form 5500 · 2022
Sanchez-Pagan, Ferrer& Alcala LLC Money Purchase Plan
Data updated 2026-08-11
- $109K
- Total assets
- 2
- Participants
- 7th
- Percentile by assets
- $54,716
- Avg per participant
Official DOL plan name: Phoenix Retirement Plan · Sponsored by Sanchez-Pagan, Ferrer& Alcala LLC · Puerto Rico · Professional & Technical Services
$109K in assets, 2 participants
Sanchez-Pagan, Ferrer& Alcala LLC's Phoenix Retirement Plan reported $109K in total assets and 2 participants in its 2022 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.
- 7th percentile by assets (of 139,126 plans)
- #1,256 in Professional & Technical Services (21,562 peers)
Sanchez-Pagan, Ferrer& Alcala LLC multi-year trail
Sanchez-Pagan, Ferrer& Alcala LLC's plans moved +21.2% in assets from 2022 to 2024; this filing shows Phoenix Retirement Plan at $109K / 2 participants.
- $109K
- total plan assets (2022 EOY)
- 2
- covered participants
- 7th
- percentile by assets (of 139,126 plans)
- $54,716
- avg assets per participant
The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sanchez-Pagan, Ferrer& Alcala LLC across 3 plan years on file
Across the 3 plan years Sanchez-Pagan, Ferrer& Alcala LLC has on file (2022-2024), sponsor-wide plan assets have moved from $109K to $133K, a gain of 21.2%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($133K); trough: 2022 ($109K).
Sanchez-Pagan, Ferrer& Alcala LLC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $109K |
| 2023 | 1 | 2 | $132K |
| 2024 | 1 | 2 | $133K |
Sanchez-Pagan, Ferrer& Alcala LLC filing trail (2022)
| Total Assets (Beginning of Year) | $138K |
|---|---|
| Net Assets (End of Year) | $104K |
| Net Income | -$29K |
| Employer EIN | 660867305 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Phoenix Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Phoenix Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Phoenix Retirement Plan assets move in 2022? ▼
How have Sanchez-Pagan, Ferrer& Alcala LLC plan assets changed over time? ▼
Where does Phoenix Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Phoenix Retirement Plan
Multi-year trail
Ways to act on Phoenix Retirement Plan's numbers.
- By total assets, Phoenix Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Sanchez-Pagan, Ferrer& Alcala LLC's sponsor-wide assets have grown 21.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans