Money Purchase · DOL Form 5500 · 2024
David Lozada Figueroa Money Purchase Plan
Data updated 2026-08-11
- $221K
- Total assets
- 3
- Participants
- 11th
- Percentile by assets
- $73,719
- Avg per participant
Official DOL plan name: Lozada Amill Retirement Plan · Sponsored by David Lozada Figueroa · Puerto Rico · Healthcare & Social Assistance
$221K in assets, 3 participants
David Lozada Figueroa's Lozada Amill Retirement Plan reported $221K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- 11th percentile by assets (of 123,622 plans)
- #1,305 in Healthcare & Social Assistance (16,916 peers)
David Lozada Figueroa multi-year trail
David Lozada Figueroa's plans moved +35.3% in assets from 2022 to 2024; this filing shows Lozada Amill Retirement Plan at $221K / 3 participants.
- $221K
- total plan assets (2024 EOY)
- 3
- covered participants
- 11th
- percentile by assets (of 123,622 plans)
- $73,719
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lozada Amill Retirement Plan reported net income fell from $5K in the plan year 2023 filing to $3K in the plan year 2024 filing.
- Lozada Amill Retirement Plan end-of-year assets rose from $187K in the plan year 2023 filing to $221K in the plan year 2024 filing.
David Lozada Figueroa across 3 plan years on file
Across the 3 plan years David Lozada Figueroa has on file (2022-2024), sponsor-wide plan assets have moved from $163K to $221K, a gain of 35.3%, while reported participants moved from 4 to 3 (-25.0%). Peak year by sponsor assets: 2024 ($221K); trough: 2022 ($163K).
David Lozada Figueroa multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $163K |
| 2023 | 1 | 3 | $187K |
| 2024 | 1 | 3 | $221K |
David Lozada Figueroa filing trail (2024)
| Total Assets (Beginning of Year) | $187K |
|---|---|
| Net Assets (End of Year) | $49K |
| Net Income | $3K |
| Employer EIN | 660864144 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
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Lozada Amill Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
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Money Purchase plans in other states closest to Lozada Amill Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Lozada Amill Retirement Plan assets move in 2024? ▼
How have David Lozada Figueroa plan assets changed over time? ▼
Where does Lozada Amill Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Lozada Amill Retirement Plan? ▼
Next read for Lozada Amill Retirement Plan
Multi-year trail
Ways to act on Lozada Amill Retirement Plan's numbers.
- By total assets, Lozada Amill 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
- David Lozada Figueroa's sponsor-wide assets have grown 35.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans