Money Purchase · DOL Form 5500 · 2023

Eugenio Mulero Portela Money Purchase Plan

Data updated 2026-08-25

$313K
Total assets Small plan by assets
5
Participants Small participant base
14th
Percentile by assets National rank
$62,614
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Eugenio Mulero Portela Retirement Plan · Sponsored by Eugenio Mulero Portela · Puerto Rico · Healthcare & Social Assistance

$313K in assets, 5 participants

Eugenio Mulero Portela's Eugenio Mulero Portela Retirement Plan reported $313K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,739 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Eugenio Mulero Portela Retirement Plan grew at a solid clip 11.4% in 2023 ($281K → $313K) for 5 participants.

#1,739
in Healthcare & Social Assistance (17,684 peers)
+11.4%
assets growth YoY

Eugenio Mulero Portela Retirement Plan among the smaller filed plans by assets

Eugenio Mulero Portela Retirement Plan vs every filed plan by assets

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

$313,069 14th percentile higher than 14% 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

Eugenio Mulero Portela 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. Eugenio Mulero Portela Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eugenio Mulero Portela Retirement Plan reported net income rose from -$172K in the plan year 2022 filing to $32K in the plan year 2023 filing.
  • Eugenio Mulero Portela Retirement Plan end-of-year assets rose from $281K in the plan year 2022 filing to $313K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660558204 · Eugenio Mulero Portela PY 2023 · Money Purchase

Eugenio Mulero Portela Retirement Plan · $313K · 5 · 14th

  • SCH $313K
  • SCH 5
  • SCH 14th
  • SCH Money Purchase
  • SCH near Micro Management Ltd Profit Sharing Plan
  • SCH ind #1739

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 →

Eugenio Mulero Portela Retirement Plan in the asset neighbourhood

Micro Management Ltd Profit Sharing PlanMicro Management Ltd Profit …$317KInsurance Processing Center, Inc. Money Purchase Pension PlanInsurance Processing Center,…$319KHenney Wealth Management, Inc. Profit Sharing PlanHenney Wealth Management, In…$321KPersonnel Administration Services Inc Employees Pension TrustPersonnel Administration Ser…$325KEugenio Mulero Portela Retirement PlanEugenio Mulero Portela Retir…$313K
End-of-year total assets ($M) among Eugenio Mulero Portela Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Eugenio Mulero Portela years around the 2023 move

Sponsor-wide plan assets over time

All Eugenio Mulero Portela plans reported in each filing year

Latest sponsor-wide plan assets
$277K 1.3928082130847108% vs 2022
2024 filing year
$0.27M$0.28M$0.29M$0.3M$0.31M$0.32M 202220232024 $0.28M $0.28M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 5 $281K
2023 1 5 $313K
2024 1 5 $277K

2023 asset-move particulars

Total Assets (Beginning of Year)$281K
Net Assets (End of Year)$247K
Net Income$32K
Employer EIN660558204
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Eugenio Mulero Portela Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Eugenio Mulero Portela Retirement Plan, Total assets ($M): 0.313069 · Participants: 5Eugenio Mulero Portela 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
Eugenio Mulero Portela Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Eugenio Mulero Portela Retirement Plan side-by-side with 3 peers →

Eugenio Mulero Portela Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Micro Management Ltd Profit Sharing Plan in MA ($317K); by covered participants it is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Eugenio Mulero Portela Retirement Plan assets move in 2023? ▼
Eugenio Mulero Portela Retirement Plan grew at a solid clip - up 11.4% during 2023, from $281K to $313K. Reported net income was $32K.
How have Eugenio Mulero Portela plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eugenio Mulero Portela's sponsor-wide assets declined 1.4%, from $281K to $277K.
Where does Eugenio Mulero Portela Retirement Plan rank by assets among Form 5500 filers? ▼
Eugenio Mulero Portela Retirement Plan ranks in the 14th 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 Eugenio Mulero Portela Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Micro Management Ltd Profit Sharing Plan in MA ($317K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Eugenio Mulero Portela Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants, $925K 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 660558204.

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.