Money Purchase · DOL Form 5500 · 2024
Dr. Luis J. Deliz Varela Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 3
- Participants
- 32nd
- Percentile by assets
- $851,515
- Avg per participant
Official DOL plan name: Dr. Luis J. Deliz Varela Target Benefit Pension Plan · Sponsored by Dr. Luis J. Deliz Varela · Puerto Rico · Healthcare & Social Assistance
$3M in assets, 3 participants
Dr. Luis J. Deliz Varela's Dr. Luis J. Deliz Varela Target Benefit Pension Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- 32nd percentile by assets (of 123,622 plans)
- #5,317 in Healthcare & Social Assistance (16,916 peers)
Dr. Luis J. Deliz Varela multi-year trail
Dr. Luis J. Deliz Varela's plans moved +31.6% in assets from 2022 to 2024; this filing shows Dr. Luis J. Deliz Varela Target Benefit Pension Plan at $3M / 3 participants.
- $3M
- total plan assets (2024 EOY)
- 3
- covered participants
- 32nd
- percentile by assets (of 123,622 plans)
- $851,515
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dr. Luis J. Deliz Varela Target Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Dr. Luis J. Deliz Varela Target Benefit Pension Plan reported net income fell from $321K in the plan year 2023 filing to $298K in the plan year 2024 filing.
Dr. Luis J. Deliz Varela across 3 plan years on file
Across the 3 plan years Dr. Luis J. Deliz Varela has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 31.6%, while reported participants moved from 3 to 3 (+0.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).
Dr. Luis J. Deliz Varela multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $3M |
Dr. Luis J. Deliz Varela filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $298K |
| Employer EIN | 660746088 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Dr. Luis J. Deliz Varela Target Benefit Pension 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 Dr. Luis J. Deliz Varela Target Benefit Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Dr. Luis J. Deliz Varela Target Benefit Pension Plan assets move in 2024? ▼
How have Dr. Luis J. Deliz Varela plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Dr. Luis J. Deliz Varela Target Benefit Pension Plan? ▼
Next read for Dr. Luis J. Deliz Varela Target Benefit …
Multi-year trail
Ways to act on Dr. Luis J. Deliz Varela Target Benefit Pension Plan's numbers.
- By total assets, Dr. Luis J. Deliz Varela Target Benefit Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Dr. Luis J. Deliz Varela's sponsor-wide assets have grown 31.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans