Money Purchase · DOL Form 5500 · 2022
Ivan a. Ramirez Rodriguez Money Purchase Plan
Data updated 2026-08-25
- $75K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $75,173
- Avg per participant Below avg balance/head
Official DOL plan name: Ivan a. Ramirez Rodriguez Retirmerent Plan · Sponsored by Ivan a. Ramirez Rodriguez · Puerto Rico · Healthcare & Social Assistance
$75K in assets, 1 participants
Ivan a. Ramirez Rodriguez's Ivan a. Ramirez Rodriguez Retirmerent Plan reported $75K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 5th 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.
- #634 in Healthcare & Social Assistance (20,060 peers)
What the 2022 filing shows
Ivan a. Ramirez Rodriguez Retirmerent Plan holds $75K for 1 participant - about $75,173 per participant, among the smaller plans by assets on file.
- #634
- in Healthcare & Social Assistance (20,060 peers)
- -6.4%
- assets change YoY
The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ivan a. Ramirez Rodriguez Retirmerent Plan among the smaller filed plans by assets
Ivan a. Ramirez Rodriguez Retirmerent Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$75,173 5th percentile higher than 5% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ivan a. Ramirez Rodriguez Retirmerent 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. Ivan a. Ramirez Rodriguez Retirmerent Plan is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 660615009 · Ivan a. Ramirez Rodriguez PY 2022 · Money Purchase
Ivan a. Ramirez Rodriguez Retirmerent Plan · $75K · 1 · 5th
- TYPE $75K
- NET 1
- BOOK 5th
- VS-ST Money Purchase
- BOY near Hai Tan Pham, D.D.S., Inc Money Purchase Pension Plan
- SCH ind #634
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 →
Ivan a. Ramirez Rodriguez Retirmerent Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $80K |
|---|---|
| Net Assets (End of Year) | $75K |
| Net Income | -$5K |
| Employer EIN | 660615009 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ivan a. Ramirez Rodriguez)
Sponsor-wide plan assets over time
All Ivan a. Ramirez Rodriguez plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $75K |
| 2023 | 1 | 1 | $78K |
| 2024 | 1 | N/A | N/A |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Ivan a. Ramirez Rodriguez Retirmerent Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Hai Tan Pham, D.D.S., Inc Money Purchase Pension Plan in CA ($75K); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75K here).
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.