Money Purchase · DOL Form 5500 · 2024
Jorge a. Mundo Lopez De Victoria Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 7
- Participants
- 26th
- Percentile by assets
- $195,887
- Avg per participant
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.
- 26th percentile by assets (of 123,622 plans)
- #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.
- $1M
- total plan assets (2024 EOY)
- 7
- covered participants
- 26th
- percentile by assets (of 123,622 plans)
- $195,887
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Jorge a. Mundo Lopez De Victoria across 3 plan years on file
Across the 3 plan years Jorge a. Mundo Lopez De Victoria has on file (2022-2024), sponsor-wide plan assets have moved from $1M to $1M, a gain of 29.9%, while reported participants moved from 7 to 7 (+0.0%). Peak year by sponsor assets: 2024 ($1M); trough: 2022 ($1M).
Jorge a. Mundo Lopez De Victoria multi-year asset trail
| 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Jm III Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Jm III Retirement Plan assets move in 2024? ▼
How have Jorge a. Mundo Lopez De Victoria plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Jm III Retirement Plan? ▼
Next read for Jm III Retirement Plan
Multi-year trail
Ways to act on Jm III Retirement Plan's numbers.
- By total assets, Jm III Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Jorge a. Mundo Lopez De Victoria's sponsor-wide assets have grown 29.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans