Money Purchase · DOL Form 5500 · 2022

Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Money Purchase Plan

Data updated 2026-08-25

$870K
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$290,158
Avg per participant High balance/head
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Official DOL plan name: Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan · Sponsored by Dr. Omar J. Perez Jimenez Gastroenterologo, Csp · Puerto Rico · Healthcare & Social Assistance

$870K in assets, 3 participants

Dr. Omar J. Perez Jimenez Gastroenterologo, Csp's Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan reported $870K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,065 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan declined sharply 18.9% in 2022 ($1M → $870K) for 3 participants.

#4,065
in Healthcare & Social Assistance (20,060 peers)
-18.9%
assets change YoY

The plan reported a net loss of $203K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan among the smaller filed plans by assets

Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan vs every filed plan by assets

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

$870,474 24th percentile higher than 24% 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. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement 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. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 660660410 · Dr. Omar J. Perez Jimenez Gastroenterologo, Csp PY 2022 · Money Purchase

Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan · $870K · 3 · 24th

  • IND $870K
  • IND 3
  • IND 24th
  • IND Money Purchase
  • IND near Howard K Brownstein Keogh Plan
  • IND ind #4065

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. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan in the asset neighbourhood

Scandpower Inc$876KGregory D. Albert, M.D., P.a. Money Purchase PlanGregory D. Albert, M.D., P.a…$879KDr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement PlanDr. Omar J. Perez Jimenez Ga…$870KHoward K Brownstein Keogh PlanHoward K Brownstein Keogh Pl…$875KDouglas J. Vanderheide, Md, LLP Profit Sharing PlanDouglas J. Vanderheide, Md, …$860K
End-of-year total assets ($M) among Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Dr. Omar J. Perez Jimenez Gastroenterologo, Csp years around the 2022 move

Sponsor-wide plan assets over time

All Dr. Omar J. Perez Jimenez Gastroenterologo, Csp plans reported in each filing year

Latest sponsor-wide plan assets
$927K 6.489452872802634% vs 2022
2024 filing year
$0.86M$0.88M$0.9M$0.92M$0.94M 202220232024 $0.87M $0.93M ▲ +6.9%
Year Plans Participants Total Assets
2022 1 3 $870K
2023 1 3 $886K
2024 1 3 $927K

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$819K
Net Income-$203K
Employer EIN660660410
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 0246 Total assets ($M) Participants Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan, Total assets ($M): 0.870474 · Participants: 3Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement 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. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan side-by-side with 3 peers →

Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Howard K Brownstein Keogh Plan in NY ($875K); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($870K here).

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 Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan assets move in 2022? ▼
Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan declined sharply - down 18.9% during 2022, from $1M to $870K. Reported net income was -$203K.
How have Dr. Omar J. Perez Jimenez Gastroenterologo, Csp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Omar J. Perez Jimenez Gastroenterologo, Csp's sponsor-wide assets grew 6.5%, from $870K to $927K.
Where does Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan rank by assets among Form 5500 filers? ▼
Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan ranks in the 24th 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. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Howard K Brownstein Keogh Plan in NY ($875K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement 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 660660410.

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.