Money Purchase · DOL Form 5500 · 2024
Wilfredo Lopez Hernandez Money Purchase Plan
Data updated 2026-08-11
- $260K
- Total assets
- 2
- Participants
- 12th
- Percentile by assets
- $130,000
- Avg per participant
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.
- 12th percentile by assets (of 123,622 plans)
- #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.
- $260K
- total plan assets (2024 EOY)
- 2
- covered participants
- 12th
- percentile by assets (of 123,622 plans)
- $130,000
- avg assets per participant
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.
Wilfredo Lopez Hernandez across 3 plan years on file
Across the 3 plan years Wilfredo Lopez Hernandez has on file (2022-2024), sponsor-wide plan assets have moved from $225K to $260K, a gain of 15.6%, while reported participants moved from 3 to 2 (-33.3%). Peak year by sponsor assets: 2024 ($260K); trough: 2022 ($225K).
Wilfredo Lopez Hernandez multi-year asset trail
| 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 EIN | 660371894 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Wilfredo Lopez Hernandez Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Wilfredo Lopez Hernandez Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Wilfredo Lopez Hernandez Retirement Plan assets move in 2024? ▼
How have Wilfredo Lopez Hernandez plan assets changed over time? ▼
Where does Wilfredo Lopez Hernandez Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Wilfredo Lopez Hernandez Retirement Plan? ▼
Next read for Wilfredo Lopez Hernandez Retirement Plan
Multi-year trail
Ways to act on Wilfredo Lopez Hernandez Retirement Plan's numbers.
- By total assets, Wilfredo Lopez Hernandez 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
- Wilfredo Lopez Hernandez's sponsor-wide assets have grown 15.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans