Money Purchase · DOL Form 5500 · 2022

Ramon Ortiz Llavona Money Purchase Plan

Data updated 2026-08-25

$175K
Total assets Small plan by assets
1
Participants Small participant base
10th
Percentile by assets National rank
$175,000
Avg per participant Above avg balance/head
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Official DOL plan name: Ramon Ortiz Llavona Retirement Plan · Sponsored by Ramon Ortiz Llavona · Puerto Rico · Healthcare & Social Assistance

$175K in assets, 1 participants

Ramon Ortiz Llavona's Ramon Ortiz Llavona Retirement Plan reported $175K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,308 in Healthcare & Social Assistance (20,060 peers)

Ramon Ortiz Llavona multi-year trail

Ramon Ortiz Llavona's plans moved -19.7% in assets from 2022 to 2024; this filing shows Ramon Ortiz Llavona Retirement Plan at $175K / 1 participant.

#1,308
in Healthcare & Social Assistance (20,060 peers)
+0.4%
assets growth YoY

Ramon Ortiz Llavona Retirement Plan among the smaller filed plans by assets

Ramon Ortiz Llavona Retirement Plan vs every filed plan by assets

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

$175,000 10th percentile higher than 10% 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

Ramon Ortiz Llavona 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. Ramon Ortiz Llavona Retirement Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 660519431 · Ramon Ortiz Llavona PY 2022 · Money Purchase

Ramon Ortiz Llavona Retirement Plan · $175K · 1 · 10th

  • RANK $175K
  • PHOTO 1
  • IND 10th
  • EOY Money Purchase
  • 5500 near Robert S. Landsman Self Employed Retirement Plan
  • ASSETS ind #1308

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 →

Ramon Ortiz Llavona Retirement Plan in the asset neighbourhood

Ramon Ortiz Llavona Retirement PlanRamon Ortiz Llavona Retireme…$175KHenney Wealth Management, Inc. Money Purchase PlanHenney Wealth Management, In…$177KRobert S. Landsman Self Employed Retirement PlanRobert S. Landsman Self Empl…$174KKim P. Stansbury Aplc Pension Plan & TrustKim P. Stansbury Aplc Pensio…$173KRamsey Enterprises Inc Employees' Pension Plan and TrustRamsey Enterprises Inc Emplo…$173K
End-of-year total assets ($M) among Ramon Ortiz Llavona Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Ramon Ortiz Llavona multi-year asset trail

Sponsor-wide plan assets over time

All Ramon Ortiz Llavona plans reported in each filing year

Latest sponsor-wide plan assets
$141K 19.688% vs 2022
2024 filing year
$0.12M$0.14M$0.16M$0.18M$0.2M 202220232024 $0.18M $0.14M ▼ -22.2%
Year Plans Participants Total Assets
2022 1 1 $175K
2023 1 1 $134K
2024 1 1 $141K

Ramon Ortiz Llavona filing trail (2022)

Total Assets (Beginning of Year)$174K
Net Assets (End of Year)$175K
Net Income$618
Employer EIN660519431
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Ramon Ortiz Llavona Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20246 Total assets ($M) Participants Ramon Ortiz Llavona Retirement Plan, Total assets ($M): 0.175 · Participants: 1Ramon Ortiz Llavona 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
Ramon Ortiz Llavona Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Ramon Ortiz Llavona Retirement Plan side-by-side with 3 peers →

Ramon Ortiz Llavona Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Robert S. Landsman Self Employed Retirement Plan in MD ($174K); by covered participants it is Glendale Medical Imaging Associates, Inc. Retirement and Health/Disability Plan in AZ (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Ramon Ortiz Llavona Retirement Plan assets move in 2022? ▼
Ramon Ortiz Llavona Retirement Plan held essentially flat - up 0.4% during 2022, from $174K to $175K. Reported net income was $618.
How have Ramon Ortiz Llavona plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ramon Ortiz Llavona's sponsor-wide assets declined 19.7%, from $175K to $141K.
Where does Ramon Ortiz Llavona Retirement Plan rank by assets among Form 5500 filers? ▼
Ramon Ortiz Llavona Retirement Plan ranks in the 10th 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 Ramon Ortiz Llavona Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Robert S. Landsman Self Employed Retirement Plan in MD ($174K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Ramon Ortiz Llavona Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Glendale Medical Imaging Associates, Inc. Retirement and Health/Disability Plan in AZ (1 participant, N/A 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 660519431.

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.