Money Purchase · DOL Form 5500 · 2023

Benjamin Perez Soto Money Purchase Plan

Data updated 2026-08-25

$647K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$323,619
Avg per participant High balance/head
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Official DOL plan name: Benjamin Perez Soto Retirement Plan · Sponsored by Benjamin Perez Soto · Puerto Rico · Healthcare & Social Assistance

$647K in assets, 2 participants

Benjamin Perez Soto's Benjamin Perez Soto Retirement Plan reported $647K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,722 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Benjamin Perez Soto Retirement Plan holds $647K for 2 participants - about $323,619 per participant, among the smaller plans by assets on file.

#2,722
in Healthcare & Social Assistance (17,684 peers)
+2.9%
assets growth YoY

Benjamin Perez Soto Retirement Plan among the smaller filed plans by assets

Benjamin Perez Soto Retirement Plan vs every filed plan by assets

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

$647,237 20th percentile higher than 20% 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

Benjamin Perez Soto 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. Benjamin Perez Soto Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Benjamin Perez Soto Retirement Plan reported net income rose from -$187K in the plan year 2022 filing to $18K in the plan year 2023 filing.
  • Benjamin Perez Soto Retirement Plan end-of-year assets rose from $629K in the plan year 2022 filing to $647K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660438199 · Benjamin Perez Soto PY 2023 · Money Purchase

Benjamin Perez Soto Retirement Plan · $647K · 2 · 20th

  • EIN $647K
  • RANK 2
  • PHOTO 20th
  • IND Money Purchase
  • EOY near Kiran R Bais Money Purchase Plan & Trust
  • 5500 ind #2722

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 →

Benjamin Perez Soto Retirement Plan in the asset neighbourhood

Benjamin Perez Soto Retirement PlanBenjamin Perez Soto Retireme…$647KKiran R Bais Money Purchase Plan & TrustKiran R Bais Money Purchase …$646KPlainwell Ice Cream Co., Inc. Money Purchase PlanPlainwell Ice Cream Co., Inc…$646KRetirement Plan of Alison M. Byers Separate Trust No. 2Retirement Plan of Alison M.…$645KRetirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2Retirement Plan of W. Russel…$645K
End-of-year total assets ($M) among Benjamin Perez Soto Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$629K
Net Assets (End of Year)$647K
Net Income$18K
Employer EIN660438199
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Benjamin Perez Soto)

Sponsor-wide plan assets over time

All Benjamin Perez Soto plans reported in each filing year

Latest sponsor-wide plan assets
$639K 1.5842875318066156% vs 2022
2024 filing year
$0.62M$0.63M$0.64M$0.65M$0.66M 202220232024 $0.63M $0.64M ▲ +1.6%
Year Plans Participants Total Assets
2022 1 2 $629K
2023 1 2 $647K
2024 1 2 $639K

Nearby Money Purchase Plans in Puerto Rico

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

Benjamin Perez Soto Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Benjamin Perez Soto Retirement Plan, Total assets ($M): 0.647237 · Participants: 2Benjamin Perez Soto 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
Benjamin Perez Soto Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Benjamin Perez Soto Retirement Plan side-by-side with 3 peers →

Benjamin Perez Soto Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Kiran R Bais Money Purchase Plan & Trust in IL ($646K); 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 Benjamin Perez Soto Retirement Plan assets move in 2023? ▼
Benjamin Perez Soto Retirement Plan edged up modestly - up 2.9% during 2023, from $629K to $647K. Reported net income was $18K.
How have Benjamin Perez Soto plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benjamin Perez Soto's sponsor-wide assets grew 1.6%, from $629K to $639K.
Where does Benjamin Perez Soto Retirement Plan rank by assets among Form 5500 filers? ▼
Benjamin Perez Soto Retirement Plan ranks in the 20th 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 Benjamin Perez Soto Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Kiran R Bais Money Purchase Plan & Trust in IL ($646K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Benjamin Perez Soto 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 660438199.

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.