Money Purchase · DOL Form 5500 · 2024

Luis Manuel Dorta Hernandez Money Purchase Plan

Data updated 2026-08-25

$402K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$200,822
Avg per participant Above avg balance/head
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Official DOL plan name: Luis Manuel Dorta Hernandez Profit Sharing Plan · Sponsored by Luis Manuel Dorta Hernandez · Puerto Rico · Healthcare & Social Assistance

$402K in assets, 2 participants

Luis Manuel Dorta Hernandez's Luis Manuel Dorta Hernandez Profit Sharing Plan reported $402K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,928 in Healthcare & Social Assistance (16,916 peers)

Luis Manuel Dorta Hernandez multi-year trail

Luis Manuel Dorta Hernandez's plans moved +21.8% in assets from 2022 to 2024; this filing shows Luis Manuel Dorta Hernandez Profit Sharing Plan at $402K / 2 participants.

#1,928
in Healthcare & Social Assistance (16,916 peers)
+3.5%
assets growth YoY

Luis Manuel Dorta Hernandez Profit Sharing Plan among the smaller filed plans by assets

Luis Manuel Dorta Hernandez Profit Sharing Plan vs every filed plan by assets

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

$401,643 16th percentile higher than 16% 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

Luis Manuel Dorta Hernandez 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. Luis Manuel Dorta Hernandez Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Luis Manuel Dorta Hernandez Profit Sharing Plan reported net income fell from $58K in the plan year 2023 filing to $14K in the plan year 2024 filing.
  • Luis Manuel Dorta Hernandez Profit Sharing Plan end-of-year assets rose from $388K in the plan year 2023 filing to $402K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660567575 · Luis Manuel Dorta Hernandez PY 2024 · Money Purchase

Luis Manuel Dorta Hernandez Profit Sharing Plan · $402K · 2 · 16th

  • RANK $402K
  • PHOTO 2
  • IND 16th
  • EOY Money Purchase
  • 5500 near Gardner & Associates Simplified Profit Sharing Plan
  • ASSETS ind #1928

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 →

Luis Manuel Dorta Hernandez Profit Sharing Plan in the asset neighbourhood

Luis Manuel Dorta Hernandez Profit Sharing PlanLuis Manuel Dorta Hernandez …$402KGardner & Associates Simplified Profit Sharing PlanGardner & Associates Simplif…$402KSoutheastern Michigan Chapter, NECA Inc Pension PlanSoutheastern Michigan Chapte…$399KMayday Communications Inc Money Purchase Pension PlanMayday Communications Inc Mo…$398KDr Paul C Kaiser Employees Profit Sharing Plan & TDr Paul C Kaiser Employees P…$395K
End-of-year total assets ($M) among Luis Manuel Dorta Hernandez Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Luis Manuel Dorta Hernandez multi-year asset trail

Sponsor-wide plan assets over time

All Luis Manuel Dorta Hernandez plans reported in each filing year

Latest sponsor-wide plan assets
$402K 21.794887345725808% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.33M $0.4M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 2 $330K
2023 1 2 $388K
2024 1 2 $402K

Luis Manuel Dorta Hernandez filing trail (2024)

Total Assets (Beginning of Year)$388K
Net Assets (End of Year)$402K
Net Income$14K
Employer EIN660567575
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Luis Manuel Dorta Hernandez Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Luis Manuel Dorta Hernandez Profit Sharing Plan, Total assets ($M): 0.401643 · Participants: 2Luis Manuel Dorta Hernandez 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
Luis Manuel Dorta Hernandez Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Luis Manuel Dorta Hernandez Profit Sharing Plan side-by-side with 3 peers →

Luis Manuel Dorta Hernandez Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Gardner & Associates Simplified Profit Sharing Plan in MD ($402K); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Luis Manuel Dorta Hernandez Profit Sharing Plan assets move in 2024? ▼
Luis Manuel Dorta Hernandez Profit Sharing Plan edged up modestly - up 3.5% during 2024, from $388K to $402K. Reported net income was $14K.
How have Luis Manuel Dorta Hernandez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luis Manuel Dorta Hernandez's sponsor-wide assets grew 21.8%, from $330K to $402K.
Where does Luis Manuel Dorta Hernandez Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Luis Manuel Dorta Hernandez Profit Sharing Plan ranks in the 16th 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 Luis Manuel Dorta Hernandez Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Gardner & Associates Simplified Profit Sharing Plan in MD ($402K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Luis Manuel Dorta Hernandez Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants, 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 660567575.

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.