Money Purchase · DOL Form 5500 · 2024

Fernando Ysern Borras Money Purchase Plan

Data updated 2026-08-11

$150K
Total assets: 5
Participants: 8th
Percentile by assets: $30,000
Avg per participant

Official DOL plan name: Fernando Ysern Borras Retirement Plan · Sponsored by Fernando Ysern Borras · Puerto Rico · Healthcare & Social Assistance

$150K in assets, 5 participants

Fernando Ysern Borras's Fernando Ysern Borras Retirement Plan reported $150K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.

8th percentile by assets (of 123,622 plans)
#997 in Healthcare & Social Assistance (16,916 peers)

Fernando Ysern Borras multi-year trail

Fernando Ysern Borras's plans moved +15.4% in assets from 2022 to 2024; this filing shows Fernando Ysern Borras Retirement Plan at $150K / 5 participants.

$150K
total plan assets (2024 EOY): 5
covered participants: 8th
percentile by assets (of 123,622 plans): $30,000
avg assets per participant

Fernando Ysern Borras Retirement Plan reported net income rose from $5K in the plan year 2023 filing to $15K in the plan year 2024 filing.
Fernando Ysern Borras Retirement Plan end-of-year assets rose from $135K in the plan year 2023 filing to $150K in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Puerto Rico

Industry

Healthcare & Social Assistance

Fernando Ysern Borras across 3 plan years on file

Across the 3 plan years Fernando Ysern Borras has on file (2022-2024), sponsor-wide plan assets have moved from $130K to $150K, a gain of 15.4%, while reported participants moved from 5 to 5 (+0.0%). Peak year by sponsor assets: 2024 ($150K); trough: 2022 ($130K).

Fernando Ysern Borras multi-year asset trail

Total plan assets by year, all Fernando Ysern Borras plans on file

Year	Plans	Participants	Total Assets
2022	1	5	$130K
2023	1	5	$135K
2024	1	5	$150K

Fernando Ysern Borras filing trail (2024)

Total Assets (Beginning of Year)	$135K
Net Assets (End of Year)	$150K
Net Income	$15K
Employer EIN	660610616
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Fernando Ysern Borras 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 Fernando Ysern Borras Retirement Plan side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Fernando Ysern Borras Retirement Plan by total assets, not by location.

Midwest Land Co. Pension Plan (NE) $150K · 3
Rancho Los Lobos, Inc. Money Purchase Plan (CA) $152K · 1
Robnett Manufacturing Sales, Inc, 401(k) (AR) $154K · 3
Live Oak Preschool 403(b) Defined Benefit Plan (CA) $156K · 14

Frequently Asked Questions

How did Fernando Ysern Borras Retirement Plan assets move in 2024? ▼

Fernando Ysern Borras Retirement Plan grew at a solid clip - up 11.1% during 2024, from $135K to $150K. Reported net income was $15K.

How have Fernando Ysern Borras plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Fernando Ysern Borras's sponsor-wide assets grew 15.4%, from $130K to $150K.

Where does Fernando Ysern Borras Retirement Plan rank by assets among Form 5500 filers? ▼

Fernando Ysern Borras Retirement Plan ranks in the 8th 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 Fernando Ysern Borras Retirement Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Midwest Land Co. Pension Plan in NE ($150K, 3 participants).

Next read for Fernando Ysern Borras Retirement Plan

Multi-year trail

Ways to act on Fernando Ysern Borras Retirement Plan's numbers.

By total assets, Fernando Ysern Borras 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
Fernando Ysern Borras's sponsor-wide assets have grown 15.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance 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 660610616.