Money Purchase · DOL Form 5500 · 2024
Victor Rodriguez Venegas Money Purchase Plan
Data updated 2026-08-11
- $227K
- Total assets
- 3
- Participants
- 11th
- Percentile by assets
- $75,560
- Avg per participant
Official DOL plan name: Dr. Victor Rodriguez Venegas Retirement Plan Trust · Sponsored by Victor Rodriguez Venegas · Puerto Rico · Healthcare & Social Assistance
$227K in assets, 3 participants
Victor Rodriguez Venegas's Dr. Victor Rodriguez Venegas Retirement Plan Trust reported $227K 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)
- #1,335 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Dr. Victor Rodriguez Venegas Retirement Plan Trust holds $227K for 3 participants - about $75,560 per participant, among the smaller plans by assets on file.
- $227K
- total plan assets (2024 EOY)
- 3
- covered participants
- 11th
- percentile by assets (of 123,622 plans)
- $75,560
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dr. Victor Rodriguez Venegas Retirement Plan Trust reported net income fell from $38K in the plan year 2023 filing to $17K in the plan year 2024 filing.
- Dr. Victor Rodriguez Venegas Retirement Plan Trust end-of-year assets rose from $210K in the plan year 2023 filing to $227K in the plan year 2024 filing.
Money Purchase filing for Dr. Victor Rodriguez Venegas Retirement Plan Trust
Money Purchase filing for plan year 2024: EIN 660729012 ; effective since 2008-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $210K |
|---|---|
| Net Assets (End of Year) | $192K |
| Net Income | $17K |
| Employer EIN | 660729012 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Victor Rodriguez Venegas)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $218K |
| 2023 | 1 | 3 | $210K |
| 2024 | 1 | 3 | $227K |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Dr. Victor Rodriguez Venegas Retirement Plan Trust 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 Dr. Victor Rodriguez Venegas Retirement Plan Trust by total assets, not by location.
Frequently Asked Questions
How did Dr. Victor Rodriguez Venegas Retirement Plan Trust assets move in 2024? ▼
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Filing takeaways
Ways to act on Dr. Victor Rodriguez Venegas Retirement Plan Trust's numbers.
- By total assets, Dr. Victor Rodriguez Venegas Retirement Plan Trust 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
- Victor Rodriguez Venegas's sponsor-wide assets have grown 4.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans