Money Purchase · DOL Form 5500 · 2023

Jose R. Rodriguez Santiago Money Purchase Plan

Data updated 2026-08-25

$296K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$148,223
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jose R Rodriguez Santiago Retirement Plan · Sponsored by Jose R. Rodriguez Santiago · Puerto Rico · Healthcare & Social Assistance

$296K in assets, 2 participants

Jose R. Rodriguez Santiago's Jose R Rodriguez Santiago Retirement Plan reported $296K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,676 in Healthcare & Social Assistance (17,684 peers)

Jose R. Rodriguez Santiago multi-year trail

Jose R. Rodriguez Santiago's plans moved +10.1% in assets from 2022 to 2024; this filing shows Jose R Rodriguez Santiago Retirement Plan at $296K / 2 participants.

#1,676
in Healthcare & Social Assistance (17,684 peers)
+10.1%
assets growth YoY

Jose R Rodriguez Santiago Retirement Plan among the smaller filed plans by assets

Jose R Rodriguez Santiago Retirement Plan vs every filed plan by assets

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

$296,446 14th percentile higher than 14% 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

Jose R Rodriguez Santiago 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. Jose R Rodriguez Santiago Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jose R Rodriguez Santiago Retirement Plan reported net income rose from -$61K in the plan year 2022 filing to $27K in the plan year 2023 filing.
  • Jose R Rodriguez Santiago Retirement Plan end-of-year assets rose from $269K in the plan year 2022 filing to $296K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660445900 · Jose R. Rodriguez Santiago PY 2023 · Money Purchase

Jose R Rodriguez Santiago Retirement Plan · $296K · 2 · 14th

  • SCH $296K
  • SCH 2
  • SCH 14th
  • SCH Money Purchase
  • SCH near Steven R. Goldberg Esq. Money Purchase Plan
  • SCH ind #1676

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 →

Jose R Rodriguez Santiago Retirement Plan in the asset neighbourhood

Jose R Rodriguez Santiago Retirement PlanJose R Rodriguez Santiago Re…$296KSteven R. Goldberg Esq. Money Purchase PlanSteven R. Goldberg Esq. Mone…$297KC & S Specialty Co Inc Empl Money Purchase Pension PlanC & S Specialty Co Inc Empl …$295KRenata Olejnik Dds PC$299KThomas W Goggin Md PC Money Purchase Pension PlanThomas W Goggin Md PC Money …$294K
End-of-year total assets ($M) among Jose R Rodriguez Santiago Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Jose R. Rodriguez Santiago multi-year asset trail

Sponsor-wide plan assets over time

All Jose R. Rodriguez Santiago plans reported in each filing year

Latest sponsor-wide plan assets
$296K 10.106375076141378% vs 2022
2024 filing year
$0.26M$0.27M$0.28M$0.29M$0.3M$0.31M 202220232024 $0.27M $0.3M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 2 $269K
2023 1 2 $296K
2024 1 2 $296K

Jose R. Rodriguez Santiago filing trail (2023)

Total Assets (Beginning of Year)$269K
Net Assets (End of Year)$218K
Net Income$27K
Employer EIN660445900
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Jose R Rodriguez Santiago Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Jose R Rodriguez Santiago Retirement Plan, Total assets ($M): 0.296446 · Participants: 2Jose R Rodriguez Santiago 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
Jose R Rodriguez Santiago Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Jose R Rodriguez Santiago Retirement Plan side-by-side with 3 peers →

Jose R Rodriguez Santiago Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Steven R. Goldberg Esq. Money Purchase Plan in NJ ($297K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Jose R Rodriguez Santiago Retirement Plan assets move in 2023? ▼
Jose R Rodriguez Santiago Retirement Plan grew at a solid clip - up 10.1% during 2023, from $269K to $296K. Reported net income was $27K.
How have Jose R. Rodriguez Santiago plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose R. Rodriguez Santiago's sponsor-wide assets grew 10.1%, from $269K to $296K.
Where does Jose R Rodriguez Santiago Retirement Plan rank by assets among Form 5500 filers? ▼
Jose R Rodriguez Santiago Retirement Plan ranks in the 14th 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 Jose R Rodriguez Santiago Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Steven R. Goldberg Esq. Money Purchase Plan in NJ ($297K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Jose R Rodriguez Santiago Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 660445900.

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.