Money Purchase · DOL Form 5500 · 2024

David Rivera Rivera Money Purchase Plan

Data updated 2026-08-25

$404K
Total assets Small plan by assets
6
Participants Small participant base
16th
Percentile by assets National rank
$67,406
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: David O. Rivera Rivera, Dds Retirement Plan · Sponsored by David Rivera Rivera · Puerto Rico · Healthcare & Social Assistance

$404K in assets, 6 participants

David Rivera Rivera's David O. Rivera Rivera, Dds Retirement Plan reported $404K in total assets and 6 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.

  • #1,941 in Healthcare & Social Assistance (16,916 peers)

David Rivera Rivera multi-year trail

David Rivera Rivera's plans moved +24.5% in assets from 2022 to 2024; this filing shows David O. Rivera Rivera, Dds Retirement Plan at $404K / 6 participants.

#1,941
in Healthcare & Social Assistance (16,916 peers)
+9.3%
assets growth YoY

David O. Rivera Rivera, Dds Retirement Plan among the smaller filed plans by assets

David O. Rivera Rivera, Dds Retirement Plan vs every filed plan by assets

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

$404,434 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

David O. Rivera Rivera, Dds 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. David O. Rivera Rivera, Dds Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David O. Rivera Rivera, Dds Retirement Plan reported net income fell from $45K in the plan year 2023 filing to $34K in the plan year 2024 filing.
  • David O. Rivera Rivera, Dds Retirement Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • David O. Rivera Rivera, Dds Retirement Plan end-of-year assets rose from $370K in the plan year 2023 filing to $404K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660520636 · David Rivera Rivera PY 2024 · Money Purchase

David O. Rivera Rivera, Dds Retirement Plan · $404K · 6 · 16th

  • SCH $404K
  • EBSA 6
  • PART 16th
  • TYPE Money Purchase
  • NET near Gardner & Associates Simplified Profit Sharing Plan
  • BOOK ind #1941

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 →

David O. Rivera Rivera, Dds Retirement Plan in the asset neighbourhood

David O. Rivera Rivera, Dds Retirement PlanDavid O. Rivera Rivera, Dds …$404KGardner & 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 David O. Rivera Rivera, Dds Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

David Rivera Rivera multi-year asset trail

Sponsor-wide plan assets over time

All David Rivera Rivera plans reported in each filing year

Latest sponsor-wide plan assets
$404K 24.453867623481766% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.32M $0.4M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 7 $325K
2023 1 7 $370K
2024 1 6 $404K

David Rivera Rivera filing trail (2024)

Total Assets (Beginning of Year)$370K
Net Assets (End of Year)$404K
Net Income$34K
Employer EIN660520636
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

David O. Rivera Rivera, Dds Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants David O. Rivera Rivera, Dds Retirement Plan, Total assets ($M): 0.404434 · Participants: 6David O. Rivera Rivera, Dds 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
David O. Rivera Rivera, Dds Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare David O. Rivera Rivera, Dds Retirement Plan side-by-side with 3 peers →

David O. Rivera Rivera, Dds Retirement 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 Nirupama P Patel in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 David O. Rivera Rivera, Dds Retirement Plan assets move in 2024? ▼
David O. Rivera Rivera, Dds Retirement Plan grew at a solid clip - up 9.3% during 2024, from $370K to $404K. Reported net income was $34K.
How have David Rivera Rivera plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Rivera Rivera's sponsor-wide assets grew 24.5%, from $325K to $404K.
Where does David O. Rivera Rivera, Dds Retirement Plan rank by assets among Form 5500 filers? ▼
David O. Rivera Rivera, Dds Retirement 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 David O. Rivera Rivera, Dds Retirement 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 David O. Rivera Rivera, Dds Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Nirupama P Patel in TX (6 participants, $1M 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 660520636.

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.