Money Purchase · DOL Form 5500 · 2024

Axel E. Medina Maldonado Money Purchase Plan

Data updated 2026-08-25

$519K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$519,432
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Axel E. Medina Maldonado Retirement Plan · Sponsored by Axel E. Medina Maldonado · Puerto Rico · Professional & Technical Services

$519K in assets, 1 participants

Axel E. Medina Maldonado's Axel E. Medina Maldonado Retirement Plan reported $519K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,753 in Professional & Technical Services (20,173 peers)

Axel E. Medina Maldonado multi-year trail

Axel E. Medina Maldonado's plans moved +28.4% in assets from 2022 to 2024; this filing shows Axel E. Medina Maldonado Retirement Plan at $519K / 1 participant.

#2,753
in Professional & Technical Services (20,173 peers)
+37.0%
assets growth YoY

Axel E. Medina Maldonado Retirement Plan among the smaller filed plans by assets

Axel E. Medina Maldonado Retirement Plan vs every filed plan by assets

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

$519,432 18th percentile higher than 18% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Axel E. Medina Maldonado 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. Axel E. Medina Maldonado Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Axel E. Medina Maldonado Retirement Plan reported net income rose from -$25K in the plan year 2023 filing to $140K in the plan year 2024 filing.
  • Axel E. Medina Maldonado Retirement Plan end-of-year assets rose from $379K in the plan year 2023 filing to $519K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660597092 · Axel E. Medina Maldonado PY 2024 · Money Purchase

Axel E. Medina Maldonado Retirement Plan · $519K · 1 · 18th

  • NET $519K
  • NET 1
  • NET 18th
  • NET Money Purchase
  • NET near Mark a. Barone Money Purchase Plan
  • NET ind #2753

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Axel E. Medina Maldonado Retirement Plan in the asset neighbourhood

Rush Appliances, Inc. Profit Sharing PlanRush Appliances, Inc. Profit…$547KMatthew S. Dulberg Money Purchase PlanMatthew S. Dulberg Money Pur…$541KAxel E. Medina Maldonado Retirement PlanAxel E. Medina Maldonado Ret…$519KMark a. Barone Money Purchase PlanMark a. Barone Money Purchas…$518KManzoor H. Bhatti - Sep IRA$508K
End-of-year total assets ($M) among Axel E. Medina Maldonado Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Axel E. Medina Maldonado multi-year asset trail

Sponsor-wide plan assets over time

All Axel E. Medina Maldonado plans reported in each filing year

Latest sponsor-wide plan assets
$519K 28.368286040499996% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M 202220232024 $0.4M $0.52M ▲ +30.0%
Year Plans Participants Total Assets
2022 1 1 $405K
2023 1 1 $379K
2024 1 1 $519K

Axel E. Medina Maldonado filing trail (2024)

Total Assets (Beginning of Year)$379K
Net Assets (End of Year)$519K
Net Income$140K
Employer EIN660597092
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Axel E. Medina Maldonado Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Axel E. Medina Maldonado Retirement Plan, Total assets ($M): 0.519432 · Participants: 1Axel E. Medina Maldonado Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 7.091851 · Participants: 180Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.421253 · Participants: 26Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 5.314325 · Participants: 78Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 4.820148 · Participants: 349Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustGustavo Antonio Hernandez Maldonado Retirement Plan, Total assets ($M): 3.591599 · Participants: 6Gustavo Antonio Hernandez Maldonado Retirement Plan
Axel E. Medina Maldonado Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Axel E. Medina Maldonado Retirement Plan side-by-side with 3 peers →

Axel E. Medina Maldonado Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Mark a. Barone Money Purchase Plan in NY ($518K); 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 ($519K 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.

Frequently Asked Questions

How did Axel E. Medina Maldonado Retirement Plan assets move in 2024? ▼
Axel E. Medina Maldonado Retirement Plan surged - up 37.0% during 2024, from $379K to $519K. Reported net income was $140K.
How have Axel E. Medina Maldonado plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axel E. Medina Maldonado's sponsor-wide assets grew 28.4%, from $405K to $519K.
Where does Axel E. Medina Maldonado Retirement Plan rank by assets among Form 5500 filers? ▼
Axel E. Medina Maldonado Retirement Plan ranks in the 18th 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 Axel E. Medina Maldonado Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Mark a. Barone Money Purchase Plan in NY ($518K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Axel E. Medina Maldonado Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Robert Duane Ralston Pension Plan in IL (1 participant, N/A 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 660597092.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.