Money Purchase · DOL Form 5500 · 2024
Braulio Nieves Roman Money Purchase Plan
Data updated 2026-08-25
- $26K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $25,674
- Avg per participant Low balance/head
Official DOL plan name: Bnr Capital Retirement Plan · Sponsored by Braulio Nieves Roman · Puerto Rico · Finance & Insurance
$26K in assets, 1 participants
Braulio Nieves Roman's Bnr Capital Retirement Plan reported $26K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.
- #123 in Finance & Insurance (8,549 peers)
Braulio Nieves Roman multi-year trail
Braulio Nieves Roman's plans moved +33.6% in assets from 2022 to 2024; this filing shows Bnr Capital Retirement Plan at $26K / 1 participant.
- #123
- in Finance & Insurance (8,549 peers)
- +6.1%
- assets growth YoY
Bnr Capital Retirement Plan among the smaller filed plans by assets
Bnr Capital Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,674 2nd percentile higher than 2% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bnr Capital 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. Bnr Capital Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bnr Capital Retirement Plan reported net income fell from $5K in the plan year 2023 filing to $1K in the plan year 2024 filing.
- Bnr Capital Retirement Plan end-of-year assets rose from $24K in the plan year 2023 filing to $26K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 581496092 · Braulio Nieves Roman PY 2024 · Money Purchase
Bnr Capital Retirement Plan · $26K · 1 · 2nd
- EBSA $26K
- EBSA 1
- EBSA 2nd
- EBSA Money Purchase
- EBSA near Mutual of America Tax Deferred Annuity Fund
- EBSA ind #123
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 Finance & Insurance retirement plans → · Plans in Puerto Rico →
Bnr Capital Retirement Plan in the asset neighbourhood
Braulio Nieves Roman multi-year asset trail
Sponsor-wide plan assets over time
All Braulio Nieves Roman plans reported in each filing year
- Latest sponsor-wide plan assets
- $26K 33.621317789112105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $19K |
| 2023 | 1 | 1 | $24K |
| 2024 | 1 | 1 | $26K |
Braulio Nieves Roman filing trail (2024)
| Total Assets (Beginning of Year) | $24K |
|---|---|
| Net Assets (End of Year) | $26K |
| Net Income | $1K |
| Employer EIN | 581496092 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Bnr Capital Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Mutual of America Tax Deferred Annuity Fund in CA ($25K); by covered participants it is Robert Duane Ralston Pension Plan in IL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.