Money Purchase · DOL Form 5500 · 2022

Jorge Orlando Roman Vale Money Purchase Plan

Data updated 2026-08-25

$213K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$70,911
Avg per participant Below avg balance/head
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Official DOL plan name: Jorge Orlando Roman Vale Retirement Plan · Sponsored by Jorge Orlando Roman Vale · Puerto Rico · Professional & Technical Services

$213K in assets, 3 participants

Jorge Orlando Roman Vale's Jorge Orlando Roman Vale Retirement Plan reported $213K in total assets and 3 participants in its 2022 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.

  • #1,961 in Professional & Technical Services (21,562 peers)

Jorge Orlando Roman Vale multi-year trail

Jorge Orlando Roman Vale's plans moved +27.2% in assets from 2022 to 2024; this filing shows Jorge Orlando Roman Vale Retirement Plan at $213K / 3 participants.

#1,961
in Professional & Technical Services (21,562 peers)
+7.3%
assets growth YoY

Jorge Orlando Roman Vale Retirement Plan among the smaller filed plans by assets

Jorge Orlando Roman Vale Retirement Plan vs every filed plan by assets

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

$212,733 11th percentile higher than 11% 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

Jorge Orlando Roman Vale Retirement 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. Jorge Orlando Roman Vale Retirement Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 660913010 · Jorge Orlando Roman Vale PY 2022 · Money Purchase

Jorge Orlando Roman Vale Retirement Plan · $213K · 3 · 11th

  • PHOTO $213K
  • PHOTO 3
  • PHOTO 11th
  • PHOTO Money Purchase
  • PHOTO near Emmetsburg Vet Clinic Inc Money Purchase Plan
  • PHOTO ind #1961

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 →

Jorge Orlando Roman Vale Retirement Plan in the asset neighbourhood

Arkansas AFL-CIO Employee Retirement PlanArkansas AFL-CIO Employee Re…$217KBudd J. Mildenberg, Md Keough Money Purchase Pension PlanBudd J. Mildenberg, Md Keoug…$222KJorge Orlando Roman Vale Retirement PlanJorge Orlando Roman Vale Ret…$213KEmmetsburg Vet Clinic Inc Money Purchase PlanEmmetsburg Vet Clinic Inc Mo…$211KJoseph a Besser Cpa Basic$200K
End-of-year total assets ($M) among Jorge Orlando Roman Vale Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Jorge Orlando Roman Vale multi-year asset trail

Sponsor-wide plan assets over time

All Jorge Orlando Roman Vale plans reported in each filing year

Latest sponsor-wide plan assets
$271K 27.238839296206983% vs 2022
2024 filing year
$0.2M$0.22M$0.24M$0.26M$0.28M 202220232024 $0.21M $0.27M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 3 $213K
2023 1 3 $245K
2024 1 3 $271K

Jorge Orlando Roman Vale filing trail (2022)

Total Assets (Beginning of Year)$198K
Net Assets (End of Year)$213K
Net Income$15K
Employer EIN660913010
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Jorge Orlando Roman Vale Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20246 Total assets ($M) Participants Jorge Orlando Roman Vale Retirement Plan, Total assets ($M): 0.212733 · Participants: 3Jorge Orlando Roman Vale Retirement 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
Jorge Orlando Roman Vale Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Jorge Orlando Roman Vale Retirement Plan side-by-side with 3 peers →

Jorge Orlando Roman Vale Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Emmetsburg Vet Clinic Inc Money Purchase Plan in IA ($211K); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jorge Orlando Roman Vale Retirement Plan assets move in 2022? ▼
Jorge Orlando Roman Vale Retirement Plan grew at a solid clip - up 7.3% during 2022, from $198K to $213K. Reported net income was $15K.
How have Jorge Orlando Roman Vale plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jorge Orlando Roman Vale's sponsor-wide assets grew 27.2%, from $213K to $271K.
Where does Jorge Orlando Roman Vale Retirement Plan rank by assets among Form 5500 filers? ▼
Jorge Orlando Roman Vale Retirement Plan ranks in the 11th 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 Jorge Orlando Roman Vale Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Emmetsburg Vet Clinic Inc Money Purchase Plan in IA ($211K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Jorge Orlando Roman Vale Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M 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 660913010.

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.