Money Purchase · DOL Form 5500 · 2024

Daniel Rivera Marquez Money Purchase Plan

Data updated 2026-08-25

$197K
Total assets Small plan by assets
4
Participants Small participant base
10th
Percentile by assets National rank
$49,364
Avg per participant Low balance/head
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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.

  • #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.

#1,675
in Professional & Technical Services (20,173 peers)
+22.8%
assets growth YoY

Daniel Rivera Marquez Profit Sharing Plan among the smaller filed plans by assets

Daniel Rivera Marquez Profit Sharing Plan vs every filed plan by assets

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

$197,455 10th percentile higher than 10% 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

Daniel Rivera Marquez Profit Sharing 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. Daniel Rivera Marquez Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660655645 · Daniel Rivera Marquez PY 2024 · Money Purchase

Daniel Rivera Marquez Profit Sharing Plan · $197K · 4 · 10th

  • PART $197K
  • TYPE 4
  • NET 10th
  • BOOK Money Purchase
  • VS-ST near Leland Cox, M.D., Inc. Money Purchase Pension Plan
  • BOY ind #1675

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 →

Daniel Rivera Marquez Profit Sharing Plan in the asset neighbourhood

Daniel Rivera Marquez Profit Sharing PlanDaniel Rivera Marquez Profit…$197KLeland Cox, M.D., Inc. Money Purchase Pension PlanLeland Cox, M.D., Inc. Money…$202KMichael Lomenzo Cpa PC Money Purchase Plan Fidelity PlanMichael Lomenzo Cpa PC Money…$202KAmerican Commercial Carpentry Inc Money Purchase PlanAmerican Commercial Carpentr…$204KRichard C. Fortuna Dba Sea L.C. Money Purchase PlanRichard C. Fortuna Dba Sea L…$186K
End-of-year total assets ($M) among Daniel Rivera Marquez Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Daniel Rivera Marquez multi-year asset trail

Sponsor-wide plan assets over time

All Daniel Rivera Marquez plans reported in each filing year

Latest sponsor-wide plan assets
$197K 22.802271271402006% vs 2023
2024 filing year
$0.14M$0.16M$0.18M$0.2M$0.22M 20232024 $0.16M $0.2M ▲ +25.0%
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 EIN660655645
Plan Effective Date2005-12-27
Filing StatusFILING 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 Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Daniel Rivera Marquez Profit Sharing Plan, Total assets ($M): 0.197455 · Participants: 4Daniel Rivera Marquez Profit Sharing 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
Daniel Rivera Marquez Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Daniel Rivera Marquez Profit Sharing Plan side-by-side with 3 peers →

Daniel Rivera Marquez Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Leland Cox, M.D., Inc. Money Purchase Pension Plan in CA ($202K); by covered participants it is Linas a Sidrys Md in IL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); 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 Daniel Rivera Marquez Profit Sharing Plan assets move in 2024? ▼
Daniel Rivera Marquez Profit Sharing Plan grew sharply - up 22.8% during 2024, from $161K to $197K. Reported net income was $37K.
How have Daniel Rivera Marquez plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Daniel Rivera Marquez's sponsor-wide assets grew 22.8%, from $161K to $197K.
Where does Daniel Rivera Marquez Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Daniel Rivera Marquez Profit Sharing Plan ranks in the 10th 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 Daniel Rivera Marquez Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Leland Cox, M.D., Inc. Money Purchase Pension Plan in CA ($202K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Daniel Rivera Marquez Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Linas a Sidrys Md in IL (4 participants, $6M 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 660655645.

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.