Money Purchase · DOL Form 5500 · 2024
Hector D. Pagan Marrero Money Purchase Plan
Data updated 2026-08-25
- $344K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $114,738
- Avg per participant Below avg balance/head
Official DOL plan name: Hector D. Pagan Marrero Retirement Plan · Sponsored by Hector D. Pagan Marrero · Puerto Rico · Healthcare & Social Assistance
$344K in assets, 3 participants
Hector D. Pagan Marrero's Hector D. Pagan Marrero Retirement Plan reported $344K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.
- #1,745 in Healthcare & Social Assistance (16,916 peers)
Hector D. Pagan Marrero multi-year trail
Hector D. Pagan Marrero's plans moved +28.9% in assets from 2022 to 2024; this filing shows Hector D. Pagan Marrero Retirement Plan at $344K / 3 participants.
- #1,745
- in Healthcare & Social Assistance (16,916 peers)
- +5.8%
- assets growth YoY
Hector D. Pagan Marrero Retirement Plan among the smaller filed plans by assets
Hector D. Pagan Marrero Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$344,215 15th percentile higher than 15% 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
Hector D. Pagan Marrero 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. Hector D. Pagan Marrero Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hector D. Pagan Marrero Retirement Plan reported net income fell from $58K in the plan year 2023 filing to $19K in the plan year 2024 filing.
- Hector D. Pagan Marrero Retirement Plan end-of-year assets rose from $325K in the plan year 2023 filing to $344K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 583081211 · Hector D. Pagan Marrero PY 2024 · Money Purchase
Hector D. Pagan Marrero Retirement Plan · $344K · 3 · 15th
- IND $344K
- IND 3
- IND 15th
- IND Money Purchase
- IND near Electrical Workers 22 Fcu Pension Plan
- IND ind #1745
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 →
Hector D. Pagan Marrero Retirement Plan in the asset neighbourhood
Hector D. Pagan Marrero multi-year asset trail
Sponsor-wide plan assets over time
All Hector D. Pagan Marrero plans reported in each filing year
- Latest sponsor-wide plan assets
- $344K 28.90499194847021% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $267K |
| 2023 | 1 | 3 | $325K |
| 2024 | 1 | 3 | $344K |
Hector D. Pagan Marrero filing trail (2024)
| Total Assets (Beginning of Year) | $325K |
|---|---|
| Net Assets (End of Year) | $344K |
| Net Income | $19K |
| Employer EIN | 583081211 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Hector D. Pagan Marrero Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Electrical Workers 22 Fcu Pension Plan in NE ($344K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($344K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- Jim G. Taylor, O.D., P.C. Profit Sharing Plan (TN) 3 · 0 off
- Software Plus Money Purchase (MI) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.