Money Purchase · DOL Form 5500 · 2024

Jorge a. Mundo Lopez De Victoria Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 7
Participants Small participant base: 26th
Percentile by assets National rank: $195,887
Avg per participant Above avg balance/head

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Official DOL plan name: Jm III Retirement Plan · Sponsored by Jorge a. Mundo Lopez De Victoria · Puerto Rico · Healthcare & Social Assistance

$1M in assets, 7 participants

Jorge a. Mundo Lopez De Victoria's Jm III Retirement Plan reported $1M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

#3,774 in Healthcare & Social Assistance (16,916 peers)

Jorge a. Mundo Lopez De Victoria multi-year trail

Jorge a. Mundo Lopez De Victoria's plans moved +29.9% in assets from 2022 to 2024; this filing shows Jm III Retirement Plan at $1M / 7 participants.

#3,774
in Healthcare & Social Assistance (16,916 peers): +12.8%
assets growth YoY

Jm III Retirement Plan among the smaller filed plans by assets

Jm III Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,371,211 26th percentile higher than 26% 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

Jm III 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. Jm III Retirement Plan is a micro filing (7 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Jm III Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660487317 · Jorge a. Mundo Lopez De Victoria PY 2024 · Money Purchase

Jm III Retirement Plan · $1M · 7 · 26th

RANK $1M
RANK 7
RANK 26th
RANK Money Purchase
RANK near Windes, Inc. Money Purchase Pension Plan IV
RANK ind #3774

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 →

End-of-year total assets ($M) among Jm III Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Jorge a. Mundo Lopez De Victoria multi-year asset trail

Latest sponsor-wide plan assets: $1M 29.904268370667562% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	7	$1M
2023	1	7	$1M
2024	1	7	$1M

Jorge a. Mundo Lopez De Victoria filing trail (2024)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$156K
Employer EIN	660487317
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Jm III Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

Colegio Marista Money Purchase Thrift Plan $7M · 180
Jimenez, Graffam & Lausell Pension Plan $5M · 26
Duenas Trailers Rental Inc. Retirement Plan $5M · 78
Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust $5M · 349
Gustavo Antonio Hernandez Maldonado Retirement Plan $4M · 6

Compare Jm III Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest Money Purchase by assets is Windes, Inc. Money Purchase Pension Plan IV in CA ($1M); by covered participants it is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Windes, Inc. Money Purchase Pension Plan IV (CA) $1M · 13
Shaw Dehghan Profit Sharing Plan (CA) $1M · 4
Money Purchase Plan (NJ) $1M · 1
Bruce Hogan Money Purchase Plan (CA) $1M · 2

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); 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.

Frequently Asked Questions

How did Jm III Retirement Plan assets move in 2024? ▼

Jm III Retirement Plan grew at a solid clip - up 12.8% during 2024, from $1M to $1M. Reported net income was $156K.

How have Jorge a. Mundo Lopez De Victoria plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jorge a. Mundo Lopez De Victoria's sponsor-wide assets grew 29.9%, from $1M to $1M.

Which Money Purchase plans are similar in size to Jm III Retirement Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Windes, Inc. Money Purchase Pension Plan IV in CA ($1M, 13 participants).

Which Money Purchase plans cover a similar participant headcount to Jm III Retirement Plan? ▼

Among Money Purchase plans in other states, the closest by covered participants is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants, $698K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660487317.