Money Purchase · DOL Form 5500 · 2022

Sanchez-Pagan, Ferrer& Alcala LLC Money Purchase Plan

Data updated 2026-08-25

$109K
Total assets Small plan by assets
2
Participants Small participant base
7th
Percentile by assets National rank
$54,716
Avg per participant Low balance/head
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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.

  • #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.

#1,256
in Professional & Technical Services (21,562 peers)
-20.7%
assets change YoY

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.

Phoenix Retirement Plan among the smaller filed plans by assets

Phoenix Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$109,432 7th percentile higher than 7% of 139,123 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 2022

Phoenix Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix Retirement Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 660867305 · Sanchez-Pagan, Ferrer& Alcala LLC PY 2022 · Money Purchase

Phoenix Retirement Plan · $109K · 2 · 7th

  • NET $109K
  • NET 2
  • NET 7th
  • NET Money Purchase
  • NET near Live Oak Preschool 403(b) Defined Benefit Plan
  • NET ind #1256

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 →

Phoenix Retirement Plan in the asset neighbourhood

Phoenix Retirement Plan$109KLive Oak Preschool 403(b) Defined Benefit PlanLive Oak Preschool 403(b) De…$111KMidwest Land Co. Pension Plan$107KDaniel Jurak Dosc Money Purchase Plan & TrustDaniel Jurak Dosc Money Purc…$106KThe Ms Group Money Purchase Plan and TrustThe Ms Group Money Purchase …$114K
End-of-year total assets ($M) among Phoenix Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Sanchez-Pagan, Ferrer& Alcala LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sanchez-Pagan, Ferrer& Alcala LLC plans reported in each filing year

Latest sponsor-wide plan assets
$133K 21.162000146209518% vs 2022
2024 filing year
$0.1M$0.11M$0.12M$0.13M$0.14M 202220232024 $0.11M $0.13M ▲ +18.2%
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 EIN660867305
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Phoenix Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20246 Total assets ($M) Participants Phoenix Retirement Plan, Total assets ($M): 0.109432 · Participants: 2Phoenix Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & Lausell Pension PlanDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Retirement PlanSan Pablo Pathology Group, Inc. Retirement Plan Series 94-999, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology Group, Inc. Retirement Plan Series 94-999Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.079848 · Participants: 309Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust
Phoenix Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Phoenix Retirement Plan side-by-side with 3 peers →

Phoenix Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Live Oak Preschool 403(b) Defined Benefit Plan in CA ($111K); by covered participants it is The Sellon Retirement Plan in NY (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 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Phoenix Retirement Plan assets move in 2022? ▼
Phoenix Retirement Plan declined sharply - down 20.7% during 2022, from $138K to $109K. Reported net income was -$29K.
How have Sanchez-Pagan, Ferrer& Alcala LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sanchez-Pagan, Ferrer& Alcala LLC's sponsor-wide assets grew 21.2%, from $109K to $133K.
Where does Phoenix Retirement Plan rank by assets among Form 5500 filers? ▼
Phoenix Retirement Plan ranks in the 7th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Phoenix Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Live Oak Preschool 403(b) Defined Benefit Plan in CA ($111K, 15 participants).
Which Money Purchase plans cover a similar participant headcount to Phoenix Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660867305.

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.