Money Purchase · DOL Form 5500 · 2023

Jorge Orlando Roman Vale Money Purchase Plan

Data updated 2026-08-25

$245K
Total assets Small plan by assets
3
Participants Small participant base
12th
Percentile by assets National rank
$81,663
Avg per participant Below avg balance/head
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Official DOL plan name: Jorge Orlando Roman Vale Retirement Plan · Sponsored by Jorge Orlando Roman Vale · Puerto Rico · Professional & Technical Services

$245K in assets, 3 participants

Jorge Orlando Roman Vale's Jorge Orlando Roman Vale Retirement Plan reported $245K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,910 in Professional & Technical Services (20,321 peers)

Jorge Orlando Roman Vale multi-year trail

Jorge Orlando Roman Vale's plans moved +27.2% in assets from 2022 to 2024; this filing shows Jorge Orlando Roman Vale Retirement Plan at $245K / 3 participants.

#1,910
in Professional & Technical Services (20,321 peers)
+15.2%
assets growth YoY

Jorge Orlando Roman Vale Retirement Plan among the smaller filed plans by assets

Jorge Orlando Roman Vale Retirement Plan vs every filed plan by assets

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

$244,990 12th percentile higher than 12% 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

Jorge Orlando Roman Vale 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. Jorge Orlando Roman Vale Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jorge Orlando Roman Vale Retirement Plan reported net income rose from $15K in the plan year 2022 filing to $32K in the plan year 2023 filing.
  • Jorge Orlando Roman Vale Retirement Plan end-of-year assets rose from $213K in the plan year 2022 filing to $245K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660913010 · Jorge Orlando Roman Vale PY 2023 · Money Purchase

Jorge Orlando Roman Vale Retirement Plan · $245K · 3 · 12th

  • BOOK $245K
  • BOOK 3
  • BOOK 12th
  • BOOK Money Purchase
  • BOOK near The James V Trask Pension Plan
  • BOOK ind #1910

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Jorge Orlando Roman Vale Retirement Plan in the asset neighbourhood

The James V Trask Pension PlanThe James V Trask Pension Pl…$245KCi Capital Partners, LLC Money Purchase PlanCi Capital Partners, LLC Mon…$246KRetirement Plan of Richard P. Mellon 1965 TrustRetirement Plan of Richard P…$248KRetirement Plan of Seward Prosser Mellon 1965 TrustRetirement Plan of Seward Pr…$249KJorge Orlando Roman Vale Retirement PlanJorge Orlando Roman Vale Ret…$245K
End-of-year total assets ($M) among Jorge Orlando Roman Vale Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Jorge Orlando Roman Vale multi-year asset trail

Sponsor-wide plan assets over time

All Jorge Orlando Roman Vale plans reported in each filing year

Latest sponsor-wide plan assets
$271K 27.238839296206983% vs 2022
2024 filing year
$0.2M$0.22M$0.24M$0.26M$0.28M 202220232024 $0.21M $0.27M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 3 $213K
2023 1 3 $245K
2024 1 3 $271K

Jorge Orlando Roman Vale filing trail (2023)

Total Assets (Beginning of Year)$213K
Net Assets (End of Year)$245K
Net Income$32K
Employer EIN660913010
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Jorge Orlando Roman Vale Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Jorge Orlando Roman Vale Retirement Plan, Total assets ($M): 0.24499 · Participants: 3Jorge Orlando Roman Vale 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
Jorge Orlando Roman Vale Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Jorge Orlando Roman Vale Retirement Plan side-by-side with 3 peers →

Jorge Orlando Roman Vale Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is The James V Trask Pension Plan in IA ($245K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

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 Jorge Orlando Roman Vale Retirement Plan assets move in 2023? ▼
Jorge Orlando Roman Vale Retirement Plan grew sharply - up 15.2% during 2023, from $213K to $245K. Reported net income was $32K.
How have Jorge Orlando Roman Vale plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jorge Orlando Roman Vale's sponsor-wide assets grew 27.2%, from $213K to $271K.
Where does Jorge Orlando Roman Vale Retirement Plan rank by assets among Form 5500 filers? ▼
Jorge Orlando Roman Vale Retirement Plan ranks in the 12th 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 Jorge Orlando Roman Vale Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The James V Trask Pension Plan in IA ($245K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Jorge Orlando Roman Vale 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 660913010.

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.