Money Purchase · DOL Form 5500 · 2024
Daniel Rivera Marquez Money Purchase Plan
Data updated 2026-08-11
- $197K
- Total assets
- 4
- Participants
- 10th
- Percentile by assets
- $49,364
- Avg per participant
Official DOL plan name: Daniel Rivera Marquez Profit Sharing Plan · Sponsored by Daniel Rivera Marquez · Puerto Rico · Professional & Technical Services
$197K in assets, 4 participants
Daniel Rivera Marquez's Daniel Rivera Marquez Profit Sharing Plan reported $197K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- 10th percentile by assets (of 123,622 plans)
- #1,675 in Professional & Technical Services (20,173 peers)
Daniel Rivera Marquez multi-year trail
Daniel Rivera Marquez's plans moved +22.8% in assets from 2023 to 2024; this filing shows Daniel Rivera Marquez Profit Sharing Plan at $197K / 4 participants.
- $197K
- total plan assets (2024 EOY)
- 4
- covered participants
- 10th
- percentile by assets (of 123,622 plans)
- $49,364
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Daniel Rivera Marquez Profit Sharing Plan reported net income rose from $2K in the plan year 2023 filing to $37K in the plan year 2024 filing.
- Daniel Rivera Marquez Profit Sharing Plan end-of-year assets rose from $161K in the plan year 2023 filing to $197K in the plan year 2024 filing.
- Daniel Rivera Marquez Profit Sharing Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
Daniel Rivera Marquez across 2 plan years on file
Across the 2 plan years Daniel Rivera Marquez has on file (2023-2024), sponsor-wide plan assets have moved from $161K to $197K, a gain of 22.8%, while reported participants moved from 5 to 4 (-20.0%).
Daniel Rivera Marquez multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 5 | $161K |
| 2024 | 1 | 4 | $197K |
Daniel Rivera Marquez filing trail (2024)
| Total Assets (Beginning of Year) | $161K |
|---|---|
| Net Assets (End of Year) | $197K |
| Net Income | $37K |
| Employer EIN | 660655645 |
| Plan Effective Date | 2005-12-27 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Daniel Rivera Marquez Profit Sharing 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 Daniel Rivera Marquez Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Daniel Rivera Marquez Profit Sharing Plan's numbers.
- By total assets, Daniel Rivera Marquez Profit Sharing 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
- Daniel Rivera Marquez's sponsor-wide assets have grown 22.8% since 2023 across 2 plan years on file. More Professional & Technical Services plans