Money Purchase · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$886K
Total assets Small plan by assets
3
Participants Small participant base
23rd
Percentile by assets National rank
$295,331
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

$886K in assets, 3 participants

Dr. Omar J. Perez Jimenez Gastroenterologo, Csp's Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan reported $886K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,227 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan holds $886K for 3 participants - about $295,331 per participant, among the smaller plans by assets on file.

#3,227
in Healthcare & Social Assistance (17,684 peers)
+1.8%
assets growth YoY

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 2023 · DOL Form 5500

$885,993 23rd percentile higher than 23% 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. Omar J. Perez Jimenez Gastroenterologo, Csp 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. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan reported net income rose from -$203K in the plan year 2022 filing to $16K in the plan year 2023 filing.
  • Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan end-of-year assets rose from $870K in the plan year 2022 filing to $886K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660660410 · Dr. Omar J. Perez Jimenez Gastroenterologo, Csp PY 2023 · Money Purchase

Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan · $886K · 3 · 23rd

  • TYPE $886K
  • NET 3
  • BOOK 23rd
  • VS-ST Money Purchase
  • BOY near Nirupama P Patel
  • SCH ind #3227

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

Hallmark Title, Inc. Money Purchase Pension PlanHallmark Title, Inc. Money P…$904KDr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement PlanDr. Omar J. Perez Jimenez Ga…$886KNirupama P Patel$886KChristine M Gizoni Retirement PlanChristine M Gizoni Retiremen…$883KMichael Gordon, M.D., Inc. Money Purchase Pension PlanMichael Gordon, M.D., Inc. M…$876K
End-of-year total assets ($M) among Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$870K
Net Assets (End of Year)$835K
Net Income$16K
Employer EIN660660410
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dr. Omar J. Perez Jimenez Gastroenterologo, Csp)

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

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 02468 Total assets ($M) Participants Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan, Total assets ($M): 0.885993 · Participants: 3Dr. Omar J. Perez Jimenez Gastroenterologo, Csp 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
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 Nirupama P Patel in TX ($886K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($886K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan assets move in 2023? ▼
Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan edged up modestly - up 1.8% during 2023, from $870K to $886K. Reported net income was $16K.
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 23rd 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 Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Nirupama P Patel in TX ($886K, 6 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 Ansonics Profit Sharing Plan in OR (3 participants, $462K 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 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.