Money Purchase · DOL Form 5500 · 2022

Jimenez, Graffam & Lausell Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
27
Participants Small participant base
51st
Percentile by assets National rank
$189,020
Avg per participant Above avg balance/head
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Official DOL plan name: Jimenez, Graffam & Lausell Pension Plan · Sponsored by Jimenez, Graffam & Lausell · Puerto Rico · Professional & Technical Services

$5M in assets, 27 participants

Jimenez, Graffam & Lausell's Jimenez, Graffam & Lausell Pension Plan reported $5M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,538 in Professional & Technical Services (21,562 peers)

2022 asset change

Jimenez, Graffam & Lausell Pension Plan declined sharply 21.0% in 2022 ($6M → $5M) for 27 participants.

#10,538
in Professional & Technical Services (21,562 peers)
-21.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jimenez, Graffam & Lausell Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jimenez, Graffam & Lausell Pension Plan vs every filed plan by assets

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

$5,103,536 Top 49% higher than 51% 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

Jimenez, Graffam & Lausell Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jimenez, Graffam & Lausell Pension Plan is a small filing (27 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 620291148 · Jimenez, Graffam & Lausell PY 2022 · Money Purchase

Jimenez, Graffam & Lausell Pension Plan · $5M · 27 · 51st

  • 5500 $5M
  • 5500 27
  • 5500 51st
  • 5500 Money Purchase
  • 5500 near Dennis a Auciello PA Employees Profitsharing Plan
  • 5500 ind #10538

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Jimenez, Graffam & Lausell Pension Plan in the asset neighbourhood

Guardian Angels Health Services Inc. Employees Pension PlanGuardian Angels Health Servi…$5MIla Local 1922-1/2062 Defined Contribution PlanIla Local 1922-1/2062 Define…$5MJimenez, Graffam & Lausell Pension PlanJimenez, Graffam & Lausell P…$5MDennis a Auciello PA Employees Profitsharing PlanDennis a Auciello PA Employe…$5MA Very Special Place, Inc. Pension PlanA Very Special Place, Inc. P…$5M
End-of-year total assets ($M) among Jimenez, Graffam & Lausell Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Jimenez, Graffam & Lausell years around the 2022 move

Sponsor-wide plan assets over time

All Jimenez, Graffam & Lausell plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.2254288007373715% vs 2022
2024 filing year
$5M$5.2M$5.4M$5.6M$5.8M 202220232024 $5.1M $5.42M ▲ +6.3%
Year Plans Participants Total Assets
2022 1 27 $5M
2023 1 25 $6M
2024 1 26 $5M

2022 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN620291148
Plan Effective Date1981-10-31
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Jimenez, Graffam & Lausell Pension Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 23456 Total assets ($M) Participants Jimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & Lausell Pension PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Money Purchase Thrift PlanDr. Jose R. Cumba Retirement Plan, Total assets ($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 TrustGustavo Antonio Hernandez Maldonado Retirement Plan, Total assets ($M): 2.931478 · Participants: 6Gustavo Antonio Hernandez Maldonado Retirement Plan
Jimenez, Graffam & Lausell Pension Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Jimenez, Graffam & Lausell Pension Plan side-by-side with 3 peers →

Jimenez, Graffam & Lausell Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Dennis a Auciello PA Employees Profitsharing Plan in NJ ($5M); by covered participants it is Organization Management Group, Inc. Money Purchase Pension in VA (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Jimenez, Graffam & Lausell Pension Plan assets move in 2022? ▼
Jimenez, Graffam & Lausell Pension Plan declined sharply - down 21.0% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Jimenez, Graffam & Lausell plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jimenez, Graffam & Lausell's sponsor-wide assets grew 6.2%, from $5M to $5M.
Which Money Purchase plans are similar in size to Jimenez, Graffam & Lausell Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Dennis a Auciello PA Employees Profitsharing Plan in NJ ($5M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Jimenez, Graffam & Lausell Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Organization Management Group, Inc. Money Purchase Pension in VA (27 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 620291148.

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.