Money Purchase · DOL Form 5500 · 2023

Blas Delgado Ortiz Money Purchase Plan

Data updated 2026-08-25

$130K
Total assets Small plan by assets
5
Participants Small participant base
8th
Percentile by assets National rank
$26,000
Avg per participant Low balance/head
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Official DOL plan name: Blas Delgado Ortiz Profit Sharing Plan · Sponsored by Blas Delgado Ortiz · Puerto Rico · Healthcare & Social Assistance

$130K in assets, 5 participants

Blas Delgado Ortiz's Blas Delgado Ortiz Profit Sharing Plan reported $130K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

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

Blas Delgado Ortiz multi-year trail

Blas Delgado Ortiz's plans moved +15.4% in assets from 2022 to 2024; this filing shows Blas Delgado Ortiz Profit Sharing Plan at $130K / 5 participants.

#954
in Healthcare & Social Assistance (17,684 peers)
+0.0%
assets growth YoY

Blas Delgado Ortiz Profit Sharing Plan among the smaller filed plans by assets

Blas Delgado Ortiz Profit Sharing Plan vs every filed plan by assets

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

$130,000 8th percentile higher than 8% 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

Blas Delgado Ortiz Profit Sharing 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. Blas Delgado Ortiz Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 660615801 · Blas Delgado Ortiz PY 2023 · Money Purchase

Blas Delgado Ortiz Profit Sharing Plan · $130K · 5 · 8th

  • BOY $130K
  • BOY 5
  • BOY 8th
  • BOY Money Purchase
  • BOY near North Star Asset Management Money Purchase Pension Plan
  • BOY ind #954

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 →

Blas Delgado Ortiz Profit Sharing Plan in the asset neighbourhood

Teaneck Federal Credit Union Pension PlanTeaneck Federal Credit Union…$136KState Shorthand Reporting Retirement PlanState Shorthand Reporting Re…$136KBlas Delgado Ortiz Profit Sharing PlanBlas Delgado Ortiz Profit Sh…$130KNorth Star Asset Management Money Purchase Pension PlanNorth Star Asset Management …$132KThe Ms Group Money Purchase Plan and TrustThe Ms Group Money Purchase …$127K
End-of-year total assets ($M) among Blas Delgado Ortiz Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Blas Delgado Ortiz multi-year asset trail

Sponsor-wide plan assets over time

All Blas Delgado Ortiz plans reported in each filing year

Latest sponsor-wide plan assets
$150K 15.384615384615385% vs 2022
2024 filing year
$0.12M$0.13M$0.14M$0.15M$0.16M 202220232024 $0.13M $0.15M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 5 $130K
2023 1 5 $130K
2024 1 5 $150K

Blas Delgado Ortiz filing trail (2023)

Total Assets (Beginning of Year)$130K
Net Assets (End of Year)$130K
Employer EIN660615801
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Blas Delgado Ortiz Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Blas Delgado Ortiz Profit Sharing Plan, Total assets ($M): 0.13 · Participants: 5Blas Delgado Ortiz Profit Sharing 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 TrustDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.80284 · Participants: 4Dr. Jose R. Cumba Retirement Plan
Blas Delgado Ortiz Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Blas Delgado Ortiz Profit Sharing Plan side-by-side with 3 peers →

Blas Delgado Ortiz Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is North Star Asset Management Money Purchase Pension Plan in MA ($132K); by covered participants it is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Blas Delgado Ortiz Profit Sharing Plan assets move in 2023? ▼
Blas Delgado Ortiz Profit Sharing Plan held essentially flat - up 0.0% during 2023, from $130K to $130K.
How have Blas Delgado Ortiz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blas Delgado Ortiz's sponsor-wide assets grew 15.4%, from $130K to $150K.
Where does Blas Delgado Ortiz Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Blas Delgado Ortiz Profit Sharing Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Blas Delgado Ortiz Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is North Star Asset Management Money Purchase Pension Plan in MA ($132K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Blas Delgado Ortiz Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants, $925K 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 660615801.

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.