Money Purchase · DOL Form 5500 · 2022
Ivette Rosario Money Purchase Plan
Data updated 2026-08-11
- $196K
- Total assets
- 2
- Participants
- 10th
- Percentile by assets
- $98,146
- Avg per participant
Official DOL plan name: Dra. Ivette Rosario Robles Retirement Plan · Sponsored by Ivette Rosario · Florida · Healthcare & Social Assistance
$196K in assets, 2 participants
Ivette Rosario's Dra. Ivette Rosario Robles Retirement Plan reported $196K in total assets and 2 participants 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)
- #1,423 in Healthcare & Social Assistance (20,060 peers)
Ivette Rosario multi-year trail
Ivette Rosario's plans moved +16.6% in assets from 2022 to 2024; this filing shows Dra. Ivette Rosario Robles Retirement Plan at $196K / 2 participants.
- $196K
- total plan assets (2022 EOY)
- 2
- covered participants
- 10th
- percentile by assets (of 139,126 plans)
- $98,146
- avg assets per participant
The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Dra. Ivette Rosario Robles Retirement Plan sits by total assets
Dra. Ivette Rosario Robles Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$196,292 10th percentile higher than 10% 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
Ivette Rosario across 3 plan years on file
Across the 3 plan years Ivette Rosario has on file (2022-2024), sponsor-wide plan assets have moved from $196K to $229K, a gain of 16.6%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($229K); trough: 2022 ($196K).
Ivette Rosario multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $196K |
| 2023 | 1 | 2 | $212K |
| 2024 | 1 | 2 | $229K |
Ivette Rosario filing trail (2022)
| Total Assets (Beginning of Year) | $227K |
|---|---|
| Net Assets (End of Year) | $196K |
| Net Income | -$31K |
| Employer EIN | 660606429 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Dra. Ivette Rosario Robles Retirement Plan vs. nearby Money Purchase plans in Florida, assets vs. participants
- Elliott Money Purchase Pension Plan $338M · 392
- Southern States Savings & Retirement Plan Trust $160M · 13,122
- NECA-IBEW 177 Pension Fund $115M · 1,358
- Lifelink Foundation, Inc. Retirement Plan $87M · 443
- I.B.E.W. Local Union No. 728 Annuity Fund $78M · 1,699
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Dra. Ivette Rosario Robles Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Dra. Ivette Rosario Robles Retirement Plan assets move in 2022? ▼
How have Ivette Rosario plan assets changed over time? ▼
Where does Dra. Ivette Rosario Robles Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Dra. Ivette Rosario Robles Retirement Plan? ▼
Next read for Dra. Ivette Rosario Robles Retirement Pl…
Multi-year trail
Ways to act on Dra. Ivette Rosario Robles Retirement Plan's numbers.
- By total assets, Dra. Ivette Rosario Robles 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 Florida. Compare plans
- Ivette Rosario's sponsor-wide assets have grown 16.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans