Money Purchase · DOL Form 5500 · 2024
Sanchez-Pagan, Ferrer& Alcala LLC Money Purchase Plan
Data updated 2026-08-25
- $133K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $66,295
- Avg per participant Below avg balance/head
Official DOL plan name: Phoenix Retirement Plan · Sponsored by Sanchez-Pagan, Ferrer& Alcala LLC · Puerto Rico · Professional & Technical Services
$133K in assets, 2 participants
Sanchez-Pagan, Ferrer& Alcala LLC's Phoenix Retirement Plan reported $133K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.
- #1,307 in Professional & Technical Services (20,173 peers)
Sanchez-Pagan, Ferrer& Alcala LLC multi-year trail
Sanchez-Pagan, Ferrer& Alcala LLC's plans moved +21.2% in assets from 2022 to 2024; this filing shows Phoenix Retirement Plan at $133K / 2 participants.
- #1,307
- in Professional & Technical Services (20,173 peers)
- +0.0%
- assets growth YoY
Phoenix Retirement Plan among the smaller filed plans by assets
Phoenix Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$132,590 8th percentile higher than 8% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Phoenix 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. Phoenix Retirement Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 660867305 · Sanchez-Pagan, Ferrer& Alcala LLC PY 2024 · Money Purchase
Phoenix Retirement Plan · $133K · 2 · 8th
- IND $133K
- EOY 2
- 5500 8th
- ASSETS Money Purchase
- PCT near The Ms Group Money Purchase Plan and Trust
- EIN ind #1307
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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →
Phoenix Retirement Plan in the asset neighbourhood
Sanchez-Pagan, Ferrer& Alcala LLC multi-year asset trail
Sponsor-wide plan assets over time
All Sanchez-Pagan, Ferrer& Alcala LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $133K 21.162000146209518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $109K |
| 2023 | 1 | 2 | $132K |
| 2024 | 1 | 2 | $133K |
Sanchez-Pagan, Ferrer& Alcala LLC filing trail (2024)
| Total Assets (Beginning of Year) | $133K |
|---|---|
| Net Assets (End of Year) | $128K |
| Employer EIN | 660867305 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Phoenix Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is The Ms Group Money Purchase Plan and Trust in MS ($134K); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($133K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Virginia Aquaklear Inc 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Henney Wealth Management, Inc. Money Purchase Plan (CA) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.