Money Purchase · DOL Form 5500 · 2024
Eugenio Mulero Portela Money Purchase Plan
Data updated 2026-08-11
- $277K
- Total assets
- 5
- Participants
- 13th
- Percentile by assets
- $55,420
- Avg per participant
Official DOL plan name: Eugenio Mulero Portela Retirement Plan · Sponsored by Eugenio Mulero Portela · Puerto Rico · Healthcare & Social Assistance
$277K in assets, 5 participants
Eugenio Mulero Portela's Eugenio Mulero Portela Retirement Plan reported $277K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- 13th percentile by assets (of 123,622 plans)
- #1,518 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Eugenio Mulero Portela Retirement Plan pulled back noticeably 11.5% in 2024 ($313K → $277K) for 5 participants.
- $277K
- total plan assets (2024 EOY)
- 5
- covered participants
- 13th
- percentile by assets (of 123,622 plans)
- $55,420
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Eugenio Mulero Portela Retirement Plan end-of-year assets fell from $313K in the plan year 2023 filing to $277K in the plan year 2024 filing.
- Eugenio Mulero Portela Retirement Plan reported net income fell from $32K in the plan year 2023 filing to $30K in the plan year 2024 filing.
2024 asset move for Eugenio Mulero Portela Retirement Plan
Year over year, total assets pulled back noticeably from $313K at the start of 2024 to $277K at year-end (down 11.5%). Net assets closed at $277K; reported net income $30K.
Eugenio Mulero Portela years around the 2024 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $281K |
| 2023 | 1 | 5 | $313K |
| 2024 | 1 | 5 | $277K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $313K |
|---|---|
| Net Assets (End of Year) | $277K |
| Net Income | $30K |
| Employer EIN | 660558204 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Eugenio Mulero Portela 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 Eugenio Mulero Portela Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Eugenio Mulero Portela Retirement Plan assets move in 2024? ▼
How have Eugenio Mulero Portela plan assets changed over time? ▼
Where does Eugenio Mulero Portela Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Eugenio Mulero Portela Retirement Plan? ▼
Next read for Eugenio Mulero Portela Retirement Plan
2024 change
Ways to act on Eugenio Mulero Portela Retirement Plan's numbers.
- By total assets, Eugenio Mulero Portela 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
- Eugenio Mulero Portela's sponsor-wide assets have declined 1.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans