Money Purchase · DOL Form 5500 · 2022

Jorge Orlando Roman Vale Money Purchase Plan

Data updated 2026-08-11

$213K
Total assets
3
Participants
11th
Percentile by assets
$70,911
Avg per participant
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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.

  • 11th percentile by assets (of 139,126 plans)
  • #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.

$213K
total plan assets (2022 EOY)
3
covered participants
11th
percentile by assets (of 139,126 plans)
$70,911
avg assets per participant

Where Jorge Orlando Roman Vale Retirement Plan sits by total 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 $2,010,000,000 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
Professional & Technical Services

Jorge Orlando Roman Vale across 3 plan years on file

Across the 3 plan years Jorge Orlando Roman Vale has on file (2022-2024), sponsor-wide plan assets have moved from $213K to $271K, a gain of 27.2%, while reported participants moved from 3 to 3 (+0.0%). Peak year by sponsor assets: 2024 ($271K); trough: 2022 ($213K).

Jorge Orlando Roman Vale multi-year asset trail

$0.2M$0.22M$0.24M$0.26M$0.28M 202220232024 $0.21M $0.27M ▲ +28.6%
Total plan assets by year, all Jorge Orlando Roman Vale plans on file
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 ($M) Participants Jorge Orlando Roman …, Total assets ($M): 0.212733 · Participants: 3Jorge Orlando Roman …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 …
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 →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Jorge Orlando Roman Vale Retirement Plan by total assets, not by location.

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).

Next read for Jorge Orlando Roman Vale Retirement Plan

Multi-year trail

Ways to act on Jorge Orlando Roman Vale Retirement 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 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.