Money Purchase · DOL Form 5500 · 2024
Lourdes Rodriguez Guzman Money Purchase Plan
Data updated 2026-08-25
- $711K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $711,145
- Avg per participant High balance/head
Official DOL plan name: Lmr Retirement Plan · Sponsored by Lourdes Rodriguez Guzman · Puerto Rico · Other Services
$711K in assets, 1 participants
Lourdes Rodriguez Guzman's Lmr Retirement Plan reported $711K in total assets and 1 participant in its 2024 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.
- #3,294 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Lmr Retirement Plan ranks #3,294 of 7,719 2024 filers by assets (2822% of the sector average)-$711K for 1 participant.
- #3,294
- in Other Services (7,719 peers)
- +3.9%
- assets growth YoY
Lmr Retirement Plan among the smaller filed plans by assets
Lmr Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$711,145 20th percentile higher than 20% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lmr Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lmr Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lmr Retirement Plan reported net income fell from $54K in the plan year 2023 filing to $27K in the plan year 2024 filing.
- Lmr Retirement Plan end-of-year assets rose from $685K in the plan year 2023 filing to $711K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 660851107 · Lourdes Rodriguez Guzman PY 2024 · Money Purchase
Lmr Retirement Plan · $711K · 1 · 20th
- PCT $711K
- PCT 1
- PCT 20th
- PCT Money Purchase
- PCT near Tyack Valuation Consultants Profit Sharing Plan
- PCT ind #3294
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 Other Services retirement plans → · Plans in Puerto Rico →
Lmr Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $685K |
|---|---|
| Net Assets (End of Year) | $711K |
| Net Income | $27K |
| Employer EIN | 660851107 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lourdes Rodriguez Guzman)
Sponsor-wide plan assets over time
All Lourdes Rodriguez Guzman plans reported in each filing year
- Latest sponsor-wide plan assets
- $711K 12.746116125431827% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $631K |
| 2023 | 1 | 1 | $685K |
| 2024 | 1 | 1 | $711K |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Lmr Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Tyack Valuation Consultants Profit Sharing Plan in IL ($711K); by covered participants it is Robert Duane Ralston Pension Plan in IL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($711K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.