Money Purchase · DOL Form 5500 · 2023

Jose R. Cumba Quiles Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
39th
Percentile by assets National rank
$950,710
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dr. Jose R. Cumba Retirement Plan · Sponsored by Jose R. Cumba Quiles · Puerto Rico · Healthcare & Social Assistance

$4M in assets, 4 participants

Jose R. Cumba Quiles's Dr. Jose R. Cumba Retirement Plan reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,379 in Healthcare & Social Assistance (17,684 peers)

Jose R. Cumba Quiles multi-year trail

Jose R. Cumba Quiles's plans moved -21.4% in assets from 2022 to 2024; this filing shows Dr. Jose R. Cumba Retirement Plan at $4M / 4 participants.

#7,379
in Healthcare & Social Assistance (17,684 peers)
+1.5%
assets growth YoY

Dr. Jose R. Cumba Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Dr. Jose R. Cumba Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,802,840 39th percentile higher than 39% of 127,068 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 2023

Dr. Jose R. Cumba Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dr. Jose R. Cumba Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dr. Jose R. Cumba Retirement Plan reported net income rose from -$237K in the plan year 2022 filing to $55K in the plan year 2023 filing.
  • Dr. Jose R. Cumba Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 666042157 · Jose R. Cumba Quiles PY 2023 · Money Purchase

Dr. Jose R. Cumba Retirement Plan · $4M · 4 · 39th

  • EOY $4M
  • EOY 4
  • EOY 39th
  • EOY Money Purchase
  • EOY near H. G. H. Electric Money Purchase Pension Plan
  • EOY ind #7379

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. Jose R. Cumba Retirement Plan in the asset neighbourhood

I.a.T.S.E. Atlanta Annuity TrustI.a.T.S.E. Atlanta Annuity T…$4MThe Becnel Company Money Purchase Pension PlanThe Becnel Company Money Pur…$4MDr. Jose R. Cumba Retirement PlanDr. Jose R. Cumba Retirement…$4MH. G. H. Electric Money Purchase Pension PlanH. G. H. Electric Money Purc…$4MOptimized Process Furnaces, Inc. - Profit Sharing PlanOptimized Process Furnaces, …$4M
End-of-year total assets ($M) among Dr. Jose R. Cumba Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Jose R. Cumba Quiles multi-year asset trail

Sponsor-wide plan assets over time

All Jose R. Cumba Quiles plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.370566299540368% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.75M $2.95M ▼ -21.3%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $4M
2024 1 5 $3M

Jose R. Cumba Quiles filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$55K
Employer EIN666042157
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Dr. Jose R. Cumba Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 34567 Total assets ($M) Participants Dr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.80284 · Participants: 4Dr. Jose R. Cumba Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 6.288531 · Participants: 111Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.660467 · Participants: 25Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 4.452966 · Participants: 68Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.889718 · Participants: 308Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustGustavo Antonio Hernandez Maldonado Retirement Plan, Total assets ($M): 3.292505 · Participants: 6Gustavo Antonio Hernandez Maldonado Retirement Plan
Dr. Jose R. Cumba Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Dr. Jose R. Cumba Retirement Plan side-by-side with 3 peers →

Dr. Jose R. Cumba Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is H. G. H. Electric Money Purchase Pension Plan in CA ($4M); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dr. Jose R. Cumba Retirement Plan assets move in 2023? ▼
Dr. Jose R. Cumba Retirement Plan edged up modestly - up 1.5% during 2023, from $4M to $4M. Reported net income was $55K.
How have Jose R. Cumba Quiles plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose R. Cumba Quiles's sponsor-wide assets declined 21.4%, from $4M to $3M.
Which Money Purchase plans are similar in size to Dr. Jose R. Cumba Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is H. G. H. Electric Money Purchase Pension Plan in CA ($4M, 24 participants).
Which Money Purchase plans cover a similar participant headcount to Dr. Jose R. Cumba Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 666042157.

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.