Money Purchase · DOL Form 5500 · 2022

Julio Gonzalez Money Purchase Plan

Data updated 2026-08-25

$737K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$368,280
Avg per participant High balance/head
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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.

  • #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.

#3,677
in Healthcare & Social Assistance (20,060 peers)
+1.1%
assets growth YoY

Julio Gonzalez Medical Office Employees Target Benefit Pension Plan among the smaller filed plans by 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 $2,050,000,000 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 2022

Julio Gonzalez Medical Office Employees Target Benefit Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Julio Gonzalez Medical Office Employees Target Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 660455648 · Julio Gonzalez PY 2022 · Money Purchase

Julio Gonzalez Medical Office Employees Target Benefit Pension Plan · $737K · 2 · 22nd

  • RANK $737K
  • PHOTO 2
  • IND 22nd
  • EOY Money Purchase
  • 5500 near Retirement Plan of Cassandra M. Milbury
  • ASSETS ind #3677

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 →

Julio Gonzalez Medical Office Employees Target Benefit Pension Plan in the asset neighbourhood

Julio Gonzalez Medical Office Employees Target Benefit Pension PlanJulio Gonzalez Medical Offic…$737KRetirement Plan of Cassandra M. MilburyRetirement Plan of Cassandra…$743KAllied Builders Supply Corp. Pension PlanAllied Builders Supply Corp.…$728KJohn P Wiese Fisheries$723KTeamsters Local 731 Severance & Retirement PlanTeamsters Local 731 Severanc…$722K
End-of-year total assets ($M) among Julio Gonzalez Medical Office Employees Target Benefit Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Julio Gonzalez multi-year asset trail

Sponsor-wide plan assets over time

All Julio Gonzalez plans reported in each filing year

Latest sponsor-wide plan assets
$421K 42.81272783307244% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 20222024 $0.74M $0.42M ▼ -43.2%
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 ($M) Participants Julio Gonzalez Medical Office Employees Target Benefit Pension Plan, Total assets ($M): 0.736559 · Participants: 2Julio Gonzalez Medical Office Employees Target Benefit Pension PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & Lausell Pension PlanDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Retirement PlanSan Pablo Pathology Group, Inc. Retirement Plan Series 94-999, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology Group, Inc. Retirement Plan Series 94-999Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.079848 · Participants: 309Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust
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 Target Benefit Pension Plan side-by-side with 3 peers →

Julio Gonzalez Medical Office Employees Target Benefit Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Retirement Plan of Cassandra M. Milbury in PA ($743K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($737K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Money Purchase plans cover a similar participant headcount to Julio Gonzalez Medical Office Employees Target Benefit Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M in assets).

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.