Money Purchase · DOL Form 5500 · 2024

Fernando Ysern Borras Money Purchase Plan

Data updated 2026-08-25

$150K
Total assets Small plan by assets
5
Participants Small participant base
8th
Percentile by assets National rank
$30,000
Avg per participant Low balance/head
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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.

  • #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.

#997
in Healthcare & Social Assistance (16,916 peers)
+11.1%
assets growth YoY

Fernando Ysern Borras Retirement Plan among the smaller filed plans by assets

Fernando Ysern Borras Retirement Plan vs every filed plan by assets

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

$150,000 8th percentile higher than 8% 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

Fernando Ysern Borras 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. Fernando Ysern Borras Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Form 5500 schedule snapshot

Filing strip 660610616 · Fernando Ysern Borras PY 2024 · Money Purchase

Fernando Ysern Borras Retirement Plan · $150K · 5 · 8th

  • VS-ST $150K
  • BOY 5
  • SCH 8th
  • EBSA Money Purchase
  • PART near Midwest Land Co. Pension Plan
  • TYPE ind #997

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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

Fernando Ysern Borras Retirement Plan in the asset neighbourhood

Live Oak Preschool 403(b) Defined Benefit PlanLive Oak Preschool 403(b) De…$156KFernando Ysern Borras Retirement PlanFernando Ysern Borras Retire…$150KMidwest Land Co. Pension Plan$150KRancho Los Lobos, Inc. Money Purchase PlanRancho Los Lobos, Inc. Money…$152KRobnett Manufacturing Sales, Inc, 401(k)Robnett Manufacturing Sales,…$154K
End-of-year total assets ($M) among Fernando Ysern Borras Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Fernando Ysern Borras multi-year asset trail

Sponsor-wide plan assets over time

All Fernando Ysern Borras plans reported in each filing year

Latest sponsor-wide plan assets
$150K 15.384615384615385% vs 2022
2024 filing year
$0.12M$0.13M$0.14M$0.15M$0.16M 202220232024 $0.13M $0.15M ▲ +15.4%
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 EIN660610616
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Fernando Ysern Borras Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Fernando Ysern Borras Retirement Plan, Total assets ($M): 0.15 · Participants: 5Fernando Ysern Borras 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
Fernando Ysern Borras Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Fernando Ysern Borras Retirement Plan side-by-side with 3 peers →

Fernando Ysern Borras Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Midwest Land Co. Pension Plan in NE ($150K); by covered participants it is American Lawyers Company Pension Plan and Trust in OH (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($150K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 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).
Which Money Purchase plans cover a similar participant headcount to Fernando Ysern Borras Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is American Lawyers Company Pension Plan and Trust in OH (5 participants, $4M 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 660610616.

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.