Money Purchase · DOL Form 5500 · 2022
Ramon Ortiz Llavona Money Purchase Plan
Data updated 2026-08-11
- $175K
- Total assets
- 1
- Participants
- 10th
- Percentile by assets
- $175,000
- Avg per participant
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.
- 10th percentile by assets (of 139,126 plans)
- #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.
- $175K
- total plan assets (2022 EOY)
- 1
- covered participants
- 10th
- percentile by assets (of 139,126 plans)
- $175,000
- avg assets per participant
Ramon Ortiz Llavona across 3 plan years on file
Across the 3 plan years Ramon Ortiz Llavona has on file (2022-2024), sponsor-wide plan assets have moved from $175K to $141K, a decline of 19.7%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2022 ($175K); trough: 2023 ($134K).
Ramon Ortiz Llavona multi-year asset trail
| 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 EIN | 660519431 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
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Ramon Ortiz Llavona Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
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Money Purchase plans in other states closest to Ramon Ortiz Llavona Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Ramon Ortiz Llavona Retirement Plan assets move in 2022? ▼
How have Ramon Ortiz Llavona plan assets changed over time? ▼
Where does Ramon Ortiz Llavona Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Ramon Ortiz Llavona Retirement Plan? ▼
Next read for Ramon Ortiz Llavona Retirement Plan
Multi-year trail
Ways to act on Ramon Ortiz Llavona Retirement Plan's numbers.
- By total assets, Ramon Ortiz Llavona Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Ramon Ortiz Llavona's sponsor-wide assets have declined 19.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans