Money Purchase · DOL Form 5500 · 2022
Jimenez, Graffam & Lausell Money Purchase Plan
Data updated 2026-08-11
- $5M
- Total assets
- 27
- Participants
- 51st
- Percentile by assets
- $189,020
- Avg per participant
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.
- 51st percentile by assets (of 139,126 plans)
- #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.
- $5M
- total plan assets (2022 EOY)
- 27
- covered participants
- 51st
- percentile by assets (of 139,126 plans)
- $189,020
- avg assets per participant
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.
2022 asset move for Jimenez, Graffam & Lausell Pension Plan
Year over year, total assets declined sharply from $6M at the start of 2022 to $5M at year-end (down 21.0%). Net assets closed at $5M; reported net income -$1M.
Jimenez, Graffam & Lausell years around the 2022 move
| 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 EIN | 620291148 |
| Plan Effective Date | 1981-10-31 |
| Filing Status | FILING 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
- Colegio Marista Money Purchase Thrift Plan $6M · 152
- Dr. Jose R. Cumba Retirement Plan $4M · 4
- 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 Jimenez, Graffam & Lausell Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Jimenez, Graffam & Lausell Pension Plan assets move in 2022? ▼
How have Jimenez, Graffam & Lausell plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Jimenez, Graffam & Lausell Pension Plan? ▼
Next read for Jimenez, Graffam & Lausell Pension Plan
2022 change
Ways to act on Jimenez, Graffam & Lausell Pension Plan's numbers.
- By total assets, Jimenez, Graffam & Lausell Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Jimenez, Graffam & Lausell's sponsor-wide assets have grown 6.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans