Money Purchase · DOL Form 5500 · 2024

Aurea Pedraza Pena Money Purchase Plan

Data updated 2026-08-11

$276K
Total assets: 1
Participants: 13th
Percentile by assets: $275,852
Avg per participant

Official DOL plan name: Aurea Pedraza Pena Retirement Plan · Sponsored by Aurea Pedraza Pena · Puerto Rico · Professional & Technical Services

$276K in assets, 1 participants

Aurea Pedraza Pena's Aurea Pedraza Pena Retirement Plan reported $276K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

13th percentile by assets (of 123,622 plans)
#2,051 in Professional & Technical Services (20,173 peers)

Aurea Pedraza Pena multi-year trail

Aurea Pedraza Pena's plans moved +10.8% in assets from 2022 to 2024; this filing shows Aurea Pedraza Pena Retirement Plan at $276K / 1 participant.

$276K
total plan assets (2024 EOY): 1
covered participants: 13th
percentile by assets (of 123,622 plans): $275,852
avg assets per participant

Aurea Pedraza Pena Retirement Plan reported net income rose from $10K in the plan year 2023 filing to $17K in the plan year 2024 filing.
Aurea Pedraza Pena Retirement Plan end-of-year assets rose from $259K in the plan year 2023 filing to $276K in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Puerto Rico

Industry

Professional & Technical Services

Aurea Pedraza Pena across 3 plan years on file

Across the 3 plan years Aurea Pedraza Pena has on file (2022-2024), sponsor-wide plan assets have moved from $249K to $276K, a gain of 10.8%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2024 ($276K); trough: 2022 ($249K).

Aurea Pedraza Pena multi-year asset trail

Total plan assets by year, all Aurea Pedraza Pena plans on file

Year	Plans	Participants	Total Assets
2022	1	1	$249K
2023	1	1	$259K
2024	1	1	$276K

Aurea Pedraza Pena filing trail (2024)

Total Assets (Beginning of Year)	$259K
Net Assets (End of Year)	$276K
Net Income	$17K
Employer EIN	660664465
Plan Effective Date	2005-09-27
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Aurea Pedraza Pena 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 Aurea Pedraza Pena Retirement Plan side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Aurea Pedraza Pena Retirement Plan by total assets, not by location.

Nelson J Sack PC Pension Plan (PA) $272K · 2
Harrington Surgical Supply, Inc. Pension Plan (MT) $283K · 2
Yung C. Chan Md PC Money Purchase Plan (VA) $269K · 2
Ouellette Plumbing & Heating Money Accumulation Plan (VT) $267K · 4

Frequently Asked Questions

How did Aurea Pedraza Pena Retirement Plan assets move in 2024? ▼

Aurea Pedraza Pena Retirement Plan grew at a solid clip - up 6.5% during 2024, from $259K to $276K. Reported net income was $17K.

How have Aurea Pedraza Pena plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Aurea Pedraza Pena's sponsor-wide assets grew 10.8%, from $249K to $276K.

Where does Aurea Pedraza Pena Retirement Plan rank by assets among Form 5500 filers? ▼

Aurea Pedraza Pena Retirement Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Money Purchase plans are similar in size to Aurea Pedraza Pena Retirement Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Nelson J Sack PC Pension Plan in PA ($272K, 2 participants).

Next read for Aurea Pedraza Pena Retirement Plan

Multi-year trail

Ways to act on Aurea Pedraza Pena Retirement Plan's numbers.

By total assets, Aurea Pedraza Pena Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
Aurea Pedraza Pena's sponsor-wide assets have grown 10.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 660664465.