Money Purchase · DOL Form 5500 · 2024

Wilfredo Lopez Hernandez Money Purchase Plan

Data updated 2026-08-25

$260K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$130,000
Avg per participant Near avg balance/head
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Official DOL plan name: Wilfredo Lopez Hernandez Retirement Plan · Sponsored by Wilfredo Lopez Hernandez · Puerto Rico · Healthcare & Social Assistance

$260K in assets, 2 participants

Wilfredo Lopez Hernandez's Wilfredo Lopez Hernandez Retirement Plan reported $260K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,451 in Healthcare & Social Assistance (16,916 peers)

Wilfredo Lopez Hernandez multi-year trail

Wilfredo Lopez Hernandez's plans moved +15.6% in assets from 2022 to 2024; this filing shows Wilfredo Lopez Hernandez Retirement Plan at $260K / 2 participants.

#1,451
in Healthcare & Social Assistance (16,916 peers)
+4.0%
assets growth YoY

Wilfredo Lopez Hernandez Retirement Plan among the smaller filed plans by assets

Wilfredo Lopez Hernandez Retirement Plan vs every filed plan by assets

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

$260,000 12th percentile higher than 12% 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

Wilfredo Lopez Hernandez 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. Wilfredo Lopez Hernandez Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wilfredo Lopez Hernandez Retirement Plan reported net income fell from $25K in the plan year 2023 filing to $10K in the plan year 2024 filing.
  • Wilfredo Lopez Hernandez Retirement Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Wilfredo Lopez Hernandez Retirement Plan end-of-year assets rose from $250K in the plan year 2023 filing to $260K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660371894 · Wilfredo Lopez Hernandez PY 2024 · Money Purchase

Wilfredo Lopez Hernandez Retirement Plan · $260K · 2 · 12th

  • PCT $260K
  • PCT 2
  • PCT 12th
  • PCT Money Purchase
  • PCT near The Irons Law Firm Money Purchase Plan
  • PCT ind #1451

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 →

Wilfredo Lopez Hernandez Retirement Plan in the asset neighbourhood

Izak Herschitz Md PC Employees Money Purchase PlanIzak Herschitz Md PC Employe…$266KWilliam a. Keen Money Purchase Plan & TrustWilliam a. Keen Money Purcha…$266KOuellette Plumbing & Heating Money Accumulation PlanOuellette Plumbing & Heating…$267KWilfredo Lopez Hernandez Retirement PlanWilfredo Lopez Hernandez Ret…$260KThe Irons Law Firm Money Purchase PlanThe Irons Law Firm Money Pur…$260K
End-of-year total assets ($M) among Wilfredo Lopez Hernandez Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Wilfredo Lopez Hernandez multi-year asset trail

Sponsor-wide plan assets over time

All Wilfredo Lopez Hernandez plans reported in each filing year

Latest sponsor-wide plan assets
$260K 15.555555555555555% vs 2022
2024 filing year
$0.22M$0.23M$0.24M$0.25M$0.26M$0.27M 202220232024 $0.23M $0.26M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 3 $225K
2023 1 3 $250K
2024 1 2 $260K

Wilfredo Lopez Hernandez filing trail (2024)

Total Assets (Beginning of Year)$250K
Net Assets (End of Year)$260K
Net Income$10K
Employer EIN660371894
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Wilfredo Lopez Hernandez Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Wilfredo Lopez Hernandez Retirement Plan, Total assets ($M): 0.26 · Participants: 2Wilfredo Lopez Hernandez 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
Wilfredo Lopez Hernandez Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Wilfredo Lopez Hernandez Retirement Plan side-by-side with 3 peers →

Wilfredo Lopez Hernandez Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is The Irons Law Firm Money Purchase Plan in AL ($260K); 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 Wilfredo Lopez Hernandez Retirement Plan assets move in 2024? ▼
Wilfredo Lopez Hernandez Retirement Plan edged up modestly - up 4.0% during 2024, from $250K to $260K. Reported net income was $10K.
How have Wilfredo Lopez Hernandez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilfredo Lopez Hernandez's sponsor-wide assets grew 15.6%, from $225K to $260K.
Where does Wilfredo Lopez Hernandez Retirement Plan rank by assets among Form 5500 filers? ▼
Wilfredo Lopez Hernandez Retirement Plan ranks in the 12th 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 Wilfredo Lopez Hernandez Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Irons Law Firm Money Purchase Plan in AL ($260K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Wilfredo Lopez Hernandez Retirement 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 660371894.

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.