Money Purchase · DOL Form 5500 · 2023

Ramon Ortiz Llavona Money Purchase Plan

Data updated 2026-08-25

$134K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$134,169
Avg per participant Near avg balance/head
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Official DOL plan name: Ramon Ortiz Llavona Retirement Plan · Sponsored by Ramon Ortiz Llavona · Puerto Rico · Healthcare & Social Assistance

$134K in assets, 1 participants

Ramon Ortiz Llavona's Ramon Ortiz Llavona Retirement Plan reported $134K in total assets and 1 participant 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.

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

Ramon Ortiz Llavona multi-year trail

Ramon Ortiz Llavona's plans moved -19.7% in assets from 2022 to 2024; this filing shows Ramon Ortiz Llavona Retirement Plan at $134K / 1 participant.

#980
in Healthcare & Social Assistance (17,684 peers)
-23.3%
assets change YoY

The plan reported a net loss of $41K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ramon Ortiz Llavona Retirement Plan among the smaller filed plans by assets

Ramon Ortiz Llavona Retirement Plan vs every filed plan by assets

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

$134,169 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

Ramon Ortiz Llavona 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. Ramon Ortiz Llavona Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ramon Ortiz Llavona Retirement Plan reported net income fell from $618 in the plan year 2022 filing to -$41K in the plan year 2023 filing.
  • Ramon Ortiz Llavona Retirement Plan end-of-year assets fell from $175K in the plan year 2022 filing to $134K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660519431 · Ramon Ortiz Llavona PY 2023 · Money Purchase

Ramon Ortiz Llavona Retirement Plan · $134K · 1 · 8th

  • IND $134K
  • EOY 1
  • 5500 8th
  • ASSETS Money Purchase
  • PCT near Teaneck Federal Credit Union Pension Plan
  • EIN ind #980

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 →

Ramon Ortiz Llavona Retirement Plan in the asset neighbourhood

Teaneck Federal Credit Union Pension PlanTeaneck Federal Credit Union…$136KState Shorthand Reporting Retirement PlanState Shorthand Reporting Re…$136KLive Oak Preschool 403(b) Defined Benefit PlanLive Oak Preschool 403(b) De…$136KRamon Ortiz Llavona Retirement PlanRamon Ortiz Llavona Retireme…$134KNorth Star Asset Management Money Purchase Pension PlanNorth Star Asset Management …$132K
End-of-year total assets ($M) among Ramon Ortiz Llavona Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Ramon Ortiz Llavona multi-year asset trail

Sponsor-wide plan assets over time

All Ramon Ortiz Llavona plans reported in each filing year

Latest sponsor-wide plan assets
$141K 19.688% vs 2022
2024 filing year
$0.12M$0.14M$0.16M$0.18M$0.2M 202220232024 $0.18M $0.14M ▼ -22.2%
Year Plans Participants Total Assets
2022 1 1 $175K
2023 1 1 $134K
2024 1 1 $141K

Ramon Ortiz Llavona filing trail (2023)

Total Assets (Beginning of Year)$175K
Net Assets (End of Year)$134K
Net Income-$41K
Employer EIN660519431
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Ramon Ortiz Llavona Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Ramon Ortiz Llavona Retirement Plan, Total assets ($M): 0.134169 · Participants: 1Ramon Ortiz Llavona 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 TrustDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.80284 · Participants: 4Dr. Jose R. Cumba Retirement Plan
Ramon Ortiz Llavona Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Ramon Ortiz Llavona Retirement Plan side-by-side with 3 peers →

Ramon Ortiz Llavona Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Teaneck Federal Credit Union Pension Plan in NJ ($136K); by covered participants it is Steven R. Goldberg Esq. Money Purchase Plan in NJ (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Ramon Ortiz Llavona Retirement Plan assets move in 2023? ▼
Ramon Ortiz Llavona Retirement Plan declined sharply - down 23.3% during 2023, from $175K to $134K. Reported net income was -$41K.
How have Ramon Ortiz Llavona plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ramon Ortiz Llavona's sponsor-wide assets declined 19.7%, from $175K to $141K.
Where does Ramon Ortiz Llavona Retirement Plan rank by assets among Form 5500 filers? ▼
Ramon Ortiz Llavona Retirement 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 Ramon Ortiz Llavona Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Teaneck Federal Credit Union Pension Plan in NJ ($136K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Ramon Ortiz Llavona Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Steven R. Goldberg Esq. Money Purchase Plan in NJ (1 participant, $297K 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 660519431.

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.