Money Purchase · DOL Form 5500 · 2022
Jose R. Cumba Quiles Money Purchase Plan
Data updated 2026-08-11
- $4M
- Total assets
- 4
- Participants
- 45th
- Percentile by assets
- $936,894
- Avg per participant
Official DOL plan name: Dr. Jose R. Cumba Retirement Plan · Sponsored by Jose R. Cumba Quiles · Puerto Rico · Healthcare & Social Assistance
$4M in assets, 4 participants
Jose R. Cumba Quiles's Dr. Jose R. Cumba Retirement Plan reported $4M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- 45th percentile by assets (of 139,126 plans)
- #9,909 in Healthcare & Social Assistance (20,060 peers)
Jose R. Cumba Quiles multi-year trail
Jose R. Cumba Quiles's plans moved -21.4% in assets from 2022 to 2024; this filing shows Dr. Jose R. Cumba Retirement Plan at $4M / 4 participants.
- $4M
- total plan assets (2022 EOY)
- 4
- covered participants
- 45th
- percentile by assets (of 139,126 plans)
- $936,894
- avg assets per participant
The plan reported a net loss of $237K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jose R. Cumba Quiles across 3 plan years on file
Across the 3 plan years Jose R. Cumba Quiles has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $3M, a decline of 21.4%, while reported participants moved from 4 to 5 (+25.0%). Peak year by sponsor assets: 2023 ($4M); trough: 2024 ($3M).
Jose R. Cumba Quiles multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $4M |
| 2023 | 1 | 4 | $4M |
| 2024 | 1 | 5 | $3M |
Jose R. Cumba Quiles filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$237K |
| Employer EIN | 666042157 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Dr. Jose R. Cumba Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
- Colegio Marista Money Purchase Thrift Plan $6M · 152
- Jimenez, Graffam & Lausell Pension Plan $5M · 27
- San Pablo Pathology Group, Inc. Retirement Plan Series 94-999 $3M · 17
- Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust $3M · 309
- Gustavo Antonio Hernandez Maldonado Retirement Plan $3M · 6
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Dr. Jose R. Cumba Retirement Plan by total assets, not by location.
- Robert Hass & William Hass Optometrists PC Money Purchase Plan (MI) $4M · 10
- The Exploratorium Defined Contribution Retirement (CA) $4M · 115
- Barry D Simmons Dds PC Money Purchase Pension Plan (GA) $4M · 2
- Catholic Charities of the Diocese of Pittsburgh, Inc. and It's Subsidiary Corporations Money Purchase Plan (PA) $4M · 74
Frequently Asked Questions
How did Dr. Jose R. Cumba Retirement Plan assets move in 2022? ▼
How have Jose R. Cumba Quiles plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Dr. Jose R. Cumba Retirement Plan? ▼
Next read for Dr. Jose R. Cumba Retirement Plan
Multi-year trail
Ways to act on Dr. Jose R. Cumba Retirement Plan's numbers.
- By total assets, Dr. Jose R. Cumba Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Jose R. Cumba Quiles's sponsor-wide assets have declined 21.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans