Money Purchase · DOL Form 5500 · 2022

Jose R. Rodriguez Santiago Money Purchase Plan

Data updated 2026-08-11

$269K
Total assets
2
Participants
13th
Percentile by assets
$134,618
Avg per participant
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Official DOL plan name: Jose R Rodriguez Santiago Retirement Plan · Sponsored by Jose R. Rodriguez Santiago · Puerto Rico · Healthcare & Social Assistance

$269K in assets, 2 participants

Jose R. Rodriguez Santiago's Jose R Rodriguez Santiago Retirement Plan reported $269K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • 13th percentile by assets (of 139,126 plans)
  • #1,836 in Healthcare & Social Assistance (20,060 peers)

Jose R. Rodriguez Santiago multi-year trail

Jose R. Rodriguez Santiago's plans moved +10.1% in assets from 2022 to 2024; this filing shows Jose R Rodriguez Santiago Retirement Plan at $269K / 2 participants.

$269K
total plan assets (2022 EOY)
2
covered participants
13th
percentile by assets (of 139,126 plans)
$134,618
avg assets per participant

The plan reported a net loss of $61K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Jose R Rodriguez Santiago Retirement Plan sits by total assets

Jose R Rodriguez Santiago Retirement Plan vs every filed plan by assets

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

$269,236 13th percentile higher than 13% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Puerto Rico
Industry
Healthcare & Social Assistance

Jose R. Rodriguez Santiago across 3 plan years on file

Across the 3 plan years Jose R. Rodriguez Santiago has on file (2022-2024), sponsor-wide plan assets have moved from $269K to $296K, a gain of 10.1%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2023 ($296K); trough: 2022 ($269K).

Jose R. Rodriguez Santiago multi-year asset trail

$0.26M$0.27M$0.28M$0.29M$0.3M$0.31M 202220232024 $0.27M $0.3M ▲ +11.1%
Total plan assets by year, all Jose R. Rodriguez Santiago plans on file
Year Plans Participants Total Assets
2022 1 2 $269K
2023 1 2 $296K
2024 1 2 $296K

Jose R. Rodriguez Santiago filing trail (2022)

Total Assets (Beginning of Year)$252K
Net Assets (End of Year)$191K
Net Income-$61K
Employer EIN660445900
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Jose R Rodriguez Santiago Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20246 Total assets ($M) Participants Jose R Rodriguez San…, Total assets ($M): 0.269236 · Participants: 2Jose R Rodriguez San…Colegio Marista Mone…, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Mone…Jimenez, Graffam & L…, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & L…Dr. Jose R. Cumba Re…, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Re…San Pablo Pathology …, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology …Programa Head Start …, Total assets ($M): 3.079848 · Participants: 309Programa Head Start …
Jose R Rodriguez Santiago Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Jose R Rodriguez Santiago Retirement Pla… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Jose R Rodriguez Santiago Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Jose R Rodriguez Santiago Retirement Plan assets move in 2022? ▼
Jose R Rodriguez Santiago Retirement Plan grew at a solid clip - up 6.8% during 2022, from $252K to $269K. Reported net income was -$61K.
How have Jose R. Rodriguez Santiago plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose R. Rodriguez Santiago's sponsor-wide assets grew 10.1%, from $269K to $296K.
Where does Jose R Rodriguez Santiago Retirement Plan rank by assets among Form 5500 filers? ▼
Jose R Rodriguez Santiago Retirement Plan ranks in the 13th 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 Jose R Rodriguez Santiago Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Revere Enterprises Inc. Money Purchase Pension Plan in PA ($270K, 2 participants).

Next read for Jose R Rodriguez Santiago Retirement Pla…

Multi-year trail

Ways to act on Jose R Rodriguez Santiago Retirement Plan's numbers.

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 660445900.

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.