Money Purchase · DOL Form 5500 · 2022

Julio Gonzalez Money Purchase Plan

Data updated 2026-08-11

$737K
Total assets
2
Participants
22nd
Percentile by assets
$368,280
Avg per participant
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Official DOL plan name: Julio Gonzalez Medical Office Employees Target Benefit Pension Plan · Sponsored by Julio Gonzalez · Puerto Rico · Healthcare & Social Assistance

$737K in assets, 2 participants

Julio Gonzalez's Julio Gonzalez Medical Office Employees Target Benefit Pension Plan reported $737K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • 22nd percentile by assets (of 139,126 plans)
  • #3,677 in Healthcare & Social Assistance (20,060 peers)

Julio Gonzalez multi-year trail

Julio Gonzalez's plans moved -42.8% in assets from 2022 to 2024; this filing shows Julio Gonzalez Medical Office Employees Target Benefit Pension Plan at $737K / 2 participants.

$737K
total plan assets (2022 EOY)
2
covered participants
22nd
percentile by assets (of 139,126 plans)
$368,280
avg assets per participant

Where Julio Gonzalez Medical Office Employees Target Benefit Pension Plan sits by total assets

Julio Gonzalez Medical Office Employees Target Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$736,559 22nd percentile higher than 22% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
Puerto Rico
Industry
Healthcare & Social Assistance

Julio Gonzalez across 2 plan years on file

Across the 2 plan years Julio Gonzalez has on file (2022-2024), sponsor-wide plan assets have moved from $737K to $421K, a decline of 42.8%, while reported participants moved from 2 to 2 (+0.0%).

Julio Gonzalez multi-year asset trail

$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 20222024 $0.74M $0.42M ▼ -43.2%
Total plan assets by year, all Julio Gonzalez plans on file
Year Plans Participants Total Assets
2022 1 2 $737K
2024 1 2 $421K

Julio Gonzalez filing trail (2022)

Total Assets (Beginning of Year)$728K
Net Assets (End of Year)$737K
Net Income$8K
Employer EIN660455648
Plan Effective Date1989-12-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Julio Gonzalez Medical Office Employees Target Benefit Pension Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 0246 Total assets ($M) Participants Julio Gonzalez Medic…, Total assets ($M): 0.736559 · Participants: 2Julio Gonzalez Medic…Colegio Marista Mone…, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Mone…Jimenez, Graffam & L…, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & L…Dr. Jose R. Cumba Re…, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Re…San Pablo Pathology …, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology …Programa Head Start …, Total assets ($M): 3.079848 · Participants: 309Programa Head Start …
Julio Gonzalez Medical Office Employees Target Benefit Pension Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Julio Gonzalez Medical Office Employees … side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Julio Gonzalez Medical Office Employees Target Benefit Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Julio Gonzalez Medical Office Employees Target Benefit Pension Plan assets move in 2022? ▼
Julio Gonzalez Medical Office Employees Target Benefit Pension Plan edged up modestly - up 1.1% during 2022, from $728K to $737K. Reported net income was $8K.
How have Julio Gonzalez plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Julio Gonzalez's sponsor-wide assets declined 42.8%, from $737K to $421K.
Where does Julio Gonzalez Medical Office Employees Target Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Julio Gonzalez Medical Office Employees Target Benefit Pension Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Julio Gonzalez Medical Office Employees Target Benefit Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan of Cassandra M. Milbury in PA ($743K, 19 participants).

Next read for Julio Gonzalez Medical Office Employees …

Multi-year trail

Ways to act on Julio Gonzalez Medical Office Employees Target Benefit Pension Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660455648.

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.