Money Purchase · DOL Form 5500 · 2022
Jose R. Cumba Quiles Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $936,894
- Avg per participant High balance/head
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.
- #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.
- #9,909
- in Healthcare & Social Assistance (20,060 peers)
- -5.9%
- assets change YoY
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.
Dr. Jose R. Cumba Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Dr. Jose R. Cumba Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,747,575 45th percentile higher than 45% 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
Dr. Jose R. Cumba 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. Dr. Jose R. Cumba Retirement Plan is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 666042157 · Jose R. Cumba Quiles PY 2022 · Money Purchase
Dr. Jose R. Cumba Retirement Plan · $4M · 4 · 45th
- EIN $4M
- RANK 4
- PHOTO 45th
- IND Money Purchase
- EOY near Robert Hass & William Hass Optometrists PC Money Purchase Plan
- 5500 ind #9909
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 →
Dr. Jose R. Cumba Retirement Plan in the asset neighbourhood
Jose R. Cumba Quiles multi-year asset trail
Sponsor-wide plan assets over time
All Jose R. Cumba Quiles plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 21.370566299540368% vs 2022
- 2024 filing year
| 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.
- 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
Dr. Jose R. Cumba Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Robert Hass & William Hass Optometrists PC Money Purchase Plan in MI ($4M); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); 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.