Money Purchase · DOL Form 5500 · 2024

Isamar Burgos Lopez Money Purchase Plan

Data updated 2026-08-25

$98K
Total assets Small plan by assets
4
Participants Small participant base
6th
Percentile by assets National rank
$24,453
Avg per participant Low balance/head
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Official DOL plan name: I Burgos Retirement Plan · Sponsored by Isamar Burgos Lopez · Puerto Rico · Other Services

$98K in assets, 4 participants

Isamar Burgos Lopez's I Burgos Retirement Plan reported $98K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 6th 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.

  • #973 in Other Services (7,719 peers)

Isamar Burgos Lopez multi-year trail

Isamar Burgos Lopez's plans moved +77.1% in assets from 2022 to 2024; this filing shows I Burgos Retirement Plan at $98K / 4 participants.

#973
in Other Services (7,719 peers)
+29.3%
assets growth YoY

I Burgos Retirement Plan among the smaller filed plans by assets

I Burgos Retirement Plan vs every filed plan by assets

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

$97,812 6th percentile higher than 6% 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

I Burgos 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. I Burgos Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I Burgos Retirement Plan end-of-year assets rose from $76K in the plan year 2023 filing to $98K in the plan year 2024 filing.
  • I Burgos Retirement Plan reported net income rose from $20K in the plan year 2023 filing to $22K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 666047714 · Isamar Burgos Lopez PY 2024 · Money Purchase

I Burgos Retirement Plan · $98K · 4 · 6th

  • RANK $98K
  • PHOTO 4
  • IND 6th
  • EOY Money Purchase
  • 5500 near Pan American Development Foundation Pension Plan
  • ASSETS ind #973

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 Other Services retirement plans → · Plans in Puerto Rico →

I Burgos Retirement Plan in the asset neighbourhood

Daniel Jurak Dosc Money Purchase Plan & TrustDaniel Jurak Dosc Money Purc…$106KPrimary Source Group Corp., Profit Sharing PlanPrimary Source Group Corp., …$106KI Burgos Retirement Plan$98KPan American Development Foundation Pension PlanPan American Development Fou…$96KCommercial Risk Re-Insurance Company Money Purchase Pension PlanCommercial Risk Re-Insurance…$88K
End-of-year total assets ($M) among I Burgos Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Isamar Burgos Lopez multi-year asset trail

Sponsor-wide plan assets over time

All Isamar Burgos Lopez plans reported in each filing year

Latest sponsor-wide plan assets
$98K 77.13147410358566% vs 2022
2024 filing year
$0.04M$0.06M$0.08M$0.1M$0.12M 202220232024 $0.06M $0.1M ▲ +66.7%
Year Plans Participants Total Assets
2022 1 3 $55K
2023 1 4 $76K
2024 1 4 $98K

Isamar Burgos Lopez filing trail (2024)

Total Assets (Beginning of Year)$76K
Net Assets (End of Year)$98K
Net Income$22K
Employer EIN666047714
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

I Burgos Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants I Burgos Retirement Plan, Total assets ($M): 0.097812 · Participants: 4I Burgos 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
I Burgos Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare I Burgos Retirement Plan side-by-side with 3 peers →

I Burgos Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Pan American Development Foundation Pension Plan in DC ($96K); by covered participants it is Linas a Sidrys Md in IL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 I Burgos Retirement Plan assets move in 2024? ▼
I Burgos Retirement Plan grew sharply - up 29.3% during 2024, from $76K to $98K. Reported net income was $22K.
How have Isamar Burgos Lopez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Isamar Burgos Lopez's sponsor-wide assets grew 77.1%, from $55K to $98K.
Where does I Burgos Retirement Plan rank by assets among Form 5500 filers? ▼
I Burgos Retirement Plan ranks in the 6th 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 I Burgos Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pan American Development Foundation Pension Plan in DC ($96K, 5 participants).
Which Money Purchase plans cover a similar participant headcount to I Burgos Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Linas a Sidrys Md in IL (4 participants, $6M 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 666047714.

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.