Money Purchase · DOL Form 5500 · 2022

Juan B Espinosa Md PA Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
43rd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Juan B Espinosa Md PA Amended and Restated Pension Plan · Sponsored by Juan B Espinosa Md PA · Florida · Healthcare & Social Assistance

$3M in assets, 3 participants

Juan B Espinosa Md PA's Juan B Espinosa Md PA Amended and Restated Pension Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #9,491 in Healthcare & Social Assistance (20,060 peers)

Juan B Espinosa Md PA multi-year trail

Juan B Espinosa Md PA's plans moved +14.2% in assets from 2022 to 2024; this filing shows Juan B Espinosa Md PA Amended and Restated Pension Plan at $3M / 3 participants.

#9,491
in Healthcare & Social Assistance (20,060 peers)
-4.1%
assets change YoY

The plan reported a net loss of $146K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Juan B Espinosa Md PA Amended and Restated Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Juan B Espinosa Md PA Amended and Restated Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,437,852 43rd percentile higher than 43% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Juan B Espinosa Md PA Amended and Restated Pension 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. Juan B Espinosa Md PA Amended and Restated Pension Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 592187749 · Juan B Espinosa Md PA PY 2022 · Money Purchase

Juan B Espinosa Md PA Amended and Restated Pension Plan · $3M · 3 · 43rd

  • EBSA $3M
  • PART 3
  • TYPE 43rd
  • NET Money Purchase
  • BOOK near Michelle Kwan Money Purchase Plan
  • VS-ST ind #9491

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 Florida →

Juan B Espinosa Md PA Amended and Restated Pension Plan in the asset neighbourhood

Charter Oak Federal Credit Union Retirement Plan for Union EmployeesCharter Oak Federal Credit U…$3MStanley G. Haas Retirement PlanStanley G. Haas Retirement P…$3MHelping Hand of Goodwill Industries Extended Employment Sheltered Workshop Retirement PlanHelping Hand of Goodwill Ind…$3MJuan B Espinosa Md PA Amended and Restated Pension PlanJuan B Espinosa Md PA Amende…$3MMichelle Kwan Money Purchase PlanMichelle Kwan Money Purchase…$3M
End-of-year total assets ($M) among Juan B Espinosa Md PA Amended and Restated Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Juan B Espinosa Md PA multi-year asset trail

Sponsor-wide plan assets over time

All Juan B Espinosa Md PA plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.170010809074968% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.44M $3.92M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $4M
2024 1 2 $4M

Juan B Espinosa Md PA filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$146K
Employer EIN592187749
Plan Effective Date1982-06-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Florida

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Juan B Espinosa Md PA Amended and Restated Pension Plan vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400 Total assets ($M) Participants Juan B Espinosa Md PA Amended and Restated Pension Plan, Total assets ($M): 3.437852 · Participants: 3Juan B Espinosa Md PA Amended and Restated Pension PlanElliott Money Purchase Pension Plan, Total assets ($M): 338.33099 · Participants: 392Elliott Money Purchase Pension PlanSouthern States Savings & Retirement Plan Trust, Total assets ($M): 160.403888 · Participants: 13122Southern States Savings & Retirement Plan TrustNECA-IBEW 177 Pension Fund, Total assets ($M): 115.387897 · Participants: 1358NECA-IBEW 177 Pension FundLifelink Foundation, Inc. Retirement Plan, Total assets ($M): 87.079585 · Participants: 443Lifelink Foundation, Inc. Retirement PlanI.B.E.W. Local Union No. 728 Annuity Fund, Total assets ($M): 77.502515 · Participants: 1699I.B.E.W. Local Union No. 728 Annuity Fund
Juan B Espinosa Md PA Amended and Restated Pension Plan vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare Juan B Espinosa Md PA Amended and Restated Pension Plan side-by-side with 3 peers →

Juan B Espinosa Md PA Amended and Restated Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is Michelle Kwan Money Purchase Plan in CA ($3M); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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.

Frequently Asked Questions

How did Juan B Espinosa Md PA Amended and Restated Pension Plan assets move in 2022? ▼
Juan B Espinosa Md PA Amended and Restated Pension Plan edged down modestly - down 4.1% during 2022, from $4M to $3M. Reported net income was -$146K.
How have Juan B Espinosa Md PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Juan B Espinosa Md PA's sponsor-wide assets grew 14.2%, from $3M to $4M.
Which Money Purchase plans are similar in size to Juan B Espinosa Md PA Amended and Restated Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Michelle Kwan Money Purchase Plan in CA ($3M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Juan B Espinosa Md PA Amended and Restated Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592187749.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.