Money Purchase · DOL Form 5500 · 2022

Benjamin Medina Irizarry Money Purchase Plan

Data updated 2026-08-25

$232K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$115,931
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dr. Benjamin Medina Profit Sharing & Money Purchase Plan · Sponsored by Benjamin Medina Irizarry · Puerto Rico · Healthcare & Social Assistance

$232K in assets, 2 participants

Benjamin Medina Irizarry's Dr. Benjamin Medina Profit Sharing & Money Purchase Plan reported $232K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,650 in Healthcare & Social Assistance (20,060 peers)

Benjamin Medina Irizarry multi-year trail

Benjamin Medina Irizarry's plans moved -83.3% in assets from 2022 to 2024; this filing shows Dr. Benjamin Medina Profit Sharing & Money Purchase Plan at $232K / 2 participants.

#1,650
in Healthcare & Social Assistance (20,060 peers)
+11.9%
assets growth YoY

Dr. Benjamin Medina Profit Sharing & Money Purchase Plan among the smaller filed plans by assets

Dr. Benjamin Medina Profit Sharing & Money Purchase Plan vs every filed plan by assets

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

$231,861 12th percentile higher than 12% 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

Dr. Benjamin Medina Profit Sharing & Money Purchase 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. Benjamin Medina Profit Sharing & Money Purchase Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 660915011 · Benjamin Medina Irizarry PY 2022 · Money Purchase

Dr. Benjamin Medina Profit Sharing & Money Purchase Plan · $232K · 2 · 12th

  • EIN $232K
  • RANK 2
  • PHOTO 12th
  • IND Money Purchase
  • EOY near Cohen, Frankel & Ruggiero LLP-Money Purchase Plan
  • 5500 ind #1650

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. Benjamin Medina Profit Sharing & Money Purchase Plan in the asset neighbourhood

Dr. Benjamin Medina Profit Sharing & Money Purchase PlanDr. Benjamin Medina Profit S…$232KCohen, Frankel & Ruggiero LLP-Money Purchase PlanCohen, Frankel & Ruggiero LL…$232KElectrical Workers 22 Fcu Pension PlanElectrical Workers 22 Fcu Pe…$231KSteven R. Goldberg, Esq. Money Purchase PlanSteven R. Goldberg, Esq. Mon…$233KW. Clark Washington, P.C., Money Purchase Pension PlanW. Clark Washington, P.C., M…$235K
End-of-year total assets ($M) among Dr. Benjamin Medina Profit Sharing & Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Benjamin Medina Irizarry multi-year asset trail

Sponsor-wide plan assets over time

All Benjamin Medina Irizarry plans reported in each filing year

Latest sponsor-wide plan assets
$363K 83.33194006816282% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $2.18M $0.36M ▼ -83.5%
Year Plans Participants Total Assets
2022 10 23 $2M
2023 1 5 $344K
2024 1 3 $363K

Benjamin Medina Irizarry filing trail (2022)

Total Assets (Beginning of Year)$207K
Net Assets (End of Year)$232K
Net Income$25K
Employer EIN660915011
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Dr. Benjamin Medina Profit Sharing & Money Purchase Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20246 Total assets ($M) Participants Dr. Benjamin Medina Profit Sharing & Money Purchase Plan, Total assets ($M): 0.231861 · Participants: 2Dr. Benjamin Medina Profit Sharing & Money Purchase PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & Lausell Pension PlanDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Retirement PlanSan Pablo Pathology Group, Inc. Retirement Plan Series 94-999, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology Group, Inc. Retirement Plan Series 94-999Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.079848 · Participants: 309Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust
Dr. Benjamin Medina Profit Sharing & Money Purchase Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Dr. Benjamin Medina Profit Sharing & Money Purchase Plan side-by-side with 3 peers →

Dr. Benjamin Medina Profit Sharing & Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Cohen, Frankel & Ruggiero LLP-Money Purchase Plan in NY ($232K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Dr. Benjamin Medina Profit Sharing & Money Purchase Plan assets move in 2022? ▼
Dr. Benjamin Medina Profit Sharing & Money Purchase Plan grew at a solid clip - up 11.9% during 2022, from $207K to $232K. Reported net income was $25K.
How have Benjamin Medina Irizarry plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benjamin Medina Irizarry's sponsor-wide assets declined 83.3%, from $2M to $363K.
Where does Dr. Benjamin Medina Profit Sharing & Money Purchase Plan rank by assets among Form 5500 filers? ▼
Dr. Benjamin Medina Profit Sharing & Money Purchase Plan ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Dr. Benjamin Medina Profit Sharing & Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Cohen, Frankel & Ruggiero LLP-Money Purchase Plan in NY ($232K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Dr. Benjamin Medina Profit Sharing & Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M 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 660915011.

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.