Money Purchase · DOL Form 5500 · 2024

David Lozada Figueroa Money Purchase Plan

Data updated 2026-08-25

$221K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$73,719
Avg per participant Below avg balance/head
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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.

  • #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.

#1,305
in Healthcare & Social Assistance (16,916 peers)
+18.2%
assets growth YoY

Lozada Amill Retirement Plan among the smaller filed plans by assets

Lozada Amill Retirement Plan vs every filed plan by assets

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

$221,158 11th percentile higher than 11% 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

Lozada Amill 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. Lozada Amill Retirement Plan is a micro filing (3 participants), the leftmost band.

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660864144 · David Lozada Figueroa PY 2024 · Money Purchase

Lozada Amill Retirement Plan · $221K · 3 · 11th

  • BOOK $221K
  • VS-ST 3
  • BOY 11th
  • SCH Money Purchase
  • EBSA near Dra. Ivette Rosario Robles Retirement Plan
  • PART ind #1305

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 →

Lozada Amill Retirement Plan in the asset neighbourhood

W. Clark Washington, P.C., Money Purchase Pension PlanW. Clark Washington, P.C., M…$238KDra. Ivette Rosario Robles Retirement PlanDra. Ivette Rosario Robles R…$229KNeurosurgeons, Ltd. Money Purchase PlanNeurosurgeons, Ltd. Money Pu…$235KLozada Amill Retirement Plan$221KAmerican Commercial Carpentry Inc Money Purchase PlanAmerican Commercial Carpentr…$204K
End-of-year total assets ($M) among Lozada Amill Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

David Lozada Figueroa multi-year asset trail

Sponsor-wide plan assets over time

All David Lozada Figueroa plans reported in each filing year

Latest sponsor-wide plan assets
$221K 35.33187695433212% vs 2022
2024 filing year
$0.14M$0.16M$0.18M$0.2M$0.22M$0.24M 202220232024 $0.16M $0.22M ▲ +37.5%
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 EIN660864144
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Lozada Amill Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Lozada Amill Retirement Plan, Total assets ($M): 0.221158 · Participants: 3Lozada Amill 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
Lozada Amill Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Lozada Amill Retirement Plan side-by-side with 3 peers →

Lozada Amill Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Dra. Ivette Rosario Robles Retirement Plan in FL ($229K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Lozada Amill Retirement Plan assets move in 2024? ▼
Lozada Amill Retirement Plan grew sharply - up 18.2% during 2024, from $187K to $221K. Reported net income was $3K.
How have David Lozada Figueroa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Lozada Figueroa's sponsor-wide assets grew 35.3%, from $163K to $221K.
Where does Lozada Amill Retirement Plan rank by assets among Form 5500 filers? ▼
Lozada Amill Retirement Plan ranks in the 11th 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 Lozada Amill Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Dra. Ivette Rosario Robles Retirement Plan in FL ($229K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Lozada Amill Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, N/A 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 660864144.

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.