Money Purchase · DOL Form 5500 · 2022
Farmacia Sonia Jd Inc Money Purchase Plan
Data updated 2026-08-11
- $36K
- Total assets
- 6
- Participants
- 3rd
- Percentile by assets
- $5,994
- Avg per participant
Official DOL plan name: Fsi Retirement Plan · Sponsored by Farmacia Sonia Jd Inc · Puerto Rico · Retail Trade
$36K in assets, 6 participants
Farmacia Sonia Jd Inc's Fsi Retirement Plan reported $36K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.
- 3rd percentile by assets (of 139,126 plans)
- #371 in Retail Trade (9,519 peers)
Farmacia Sonia Jd Inc multi-year trail
Farmacia Sonia Jd Inc's plans moved +95.5% in assets from 2022 to 2024; this filing shows Fsi Retirement Plan at $36K / 6 participants.
- $36K
- total plan assets (2022 EOY)
- 6
- covered participants
- 3rd
- percentile by assets (of 139,126 plans)
- $5,994
- avg assets per participant
The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Farmacia Sonia Jd Inc across 3 plan years on file
Across the 3 plan years Farmacia Sonia Jd Inc has on file (2022-2024), sponsor-wide plan assets have moved from $36K to $70K, a gain of 95.5%, while reported participants moved from 6 to 11 (+83.3%). Peak year by sponsor assets: 2024 ($70K); trough: 2022 ($36K).
Farmacia Sonia Jd Inc multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $36K |
| 2023 | 1 | 6 | $55K |
| 2024 | 1 | 11 | $70K |
Farmacia Sonia Jd Inc filing trail (2022)
| Total Assets (Beginning of Year) | $41K |
|---|---|
| Net Assets (End of Year) | $36K |
| Net Income | -$5K |
| Employer EIN | 660817913 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Fsi Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Fsi Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Fsi Retirement Plan assets move in 2022? ▼
How have Farmacia Sonia Jd Inc plan assets changed over time? ▼
Where does Fsi Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Fsi Retirement Plan? ▼
Next read for Fsi Retirement Plan
Multi-year trail
Ways to act on Fsi Retirement Plan's numbers.
- By total assets, Fsi Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Farmacia Sonia Jd Inc's sponsor-wide assets have grown 95.5% since 2022 across 3 plan years on file. More Retail Trade plans