Money Purchase · DOL Form 5500 · 2023

Sanchez-Pagan, Ferrer& Alcala LLC Money Purchase Plan

Data updated 2026-08-25

$132K
Total assets Small plan by assets
2
Participants Small participant base
8th
Percentile by assets National rank
$65,967
Avg per participant Below avg 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

$132K in assets, 2 participants

Sanchez-Pagan, Ferrer& Alcala LLC's Phoenix Retirement Plan reported $132K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,326 in Professional & Technical Services (20,321 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 $132K / 2 participants.

#1,326
in Professional & Technical Services (20,321 peers)
+20.6%
assets growth YoY

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 2023 · DOL Form 5500

$131,934 8th percentile higher than 8% 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

Phoenix 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. Phoenix Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Retirement Plan reported net income rose from -$29K in the plan year 2022 filing to $23K in the plan year 2023 filing.
  • Phoenix Retirement Plan end-of-year assets rose from $109K in the plan year 2022 filing to $132K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660867305 · Sanchez-Pagan, Ferrer& Alcala LLC PY 2023 · Money Purchase

Phoenix Retirement Plan · $132K · 2 · 8th

  • EBSA $132K
  • PART 2
  • TYPE 8th
  • NET Money Purchase
  • BOOK near North Star Asset Management Money Purchase Pension Plan
  • VS-ST ind #1326

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

Teaneck Federal Credit Union Pension PlanTeaneck Federal Credit Union…$136KState Shorthand Reporting Retirement PlanState Shorthand Reporting Re…$136KLive Oak Preschool 403(b) Defined Benefit PlanLive Oak Preschool 403(b) De…$136KPhoenix Retirement Plan$132KNorth Star Asset Management Money Purchase Pension PlanNorth Star Asset Management …$132K
End-of-year total assets ($M) among Phoenix Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$109K
Net Assets (End of Year)$127K
Net Income$23K
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 -202468 Total assets ($M) Participants Phoenix Retirement Plan, Total assets ($M): 0.131934 · Participants: 2Phoenix 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
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 North Star Asset Management Money Purchase Pension Plan in MA ($132K); 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 Phoenix Retirement Plan assets move in 2023? ▼
Phoenix Retirement Plan grew sharply - up 20.6% during 2023, from $109K to $132K. Reported net income was $23K.
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 8th 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 Phoenix Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is North Star Asset Management Money Purchase Pension Plan in MA ($132K, 3 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 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 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.