Money Purchase · DOL Form 5500 · 2023

Benjamin Medina Irizarry Money Purchase Plan

Data updated 2026-08-25

$344K
Total assets Small plan by assets
5
Participants Small participant base
15th
Percentile by assets National rank
$68,776
Avg per participant Below avg balance/head
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Official DOL plan name: Dr. Benjamin Medina Profit Sharing & Money Purchase Plan · Sponsored by Benjamin Medina Irizarry · Puerto Rico · Healthcare & Social Assistance

$344K in assets, 5 participants

Benjamin Medina Irizarry's Dr. Benjamin Medina Profit Sharing & Money Purchase Plan reported $344K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,848 in Healthcare & Social Assistance (17,684 peers)

Benjamin Medina Irizarry multi-year trail

Benjamin Medina Irizarry's plans moved -83.3% in assets from 2022 to 2024; this filing shows Dr. Benjamin Medina Profit Sharing & Money Purchase Plan at $344K / 5 participants.

#1,848
in Healthcare & Social Assistance (17,684 peers)
+1.8%
assets growth YoY

Dr. Benjamin Medina Profit Sharing & Money Purchase Plan among the smaller filed plans by assets

Dr. Benjamin Medina Profit Sharing & Money Purchase Plan vs every filed plan by assets

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

$343,878 15th percentile higher than 15% 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. Benjamin Medina Profit Sharing & Money Purchase 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. Benjamin Medina Profit Sharing & Money Purchase Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dr. Benjamin Medina Profit Sharing & Money Purchase Plan reported net income fell from $29K in the plan year 2022 filing to $6K in the plan year 2023 filing.
  • Dr. Benjamin Medina Profit Sharing & Money Purchase Plan reported participants rose from 3 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Dr. Benjamin Medina Profit Sharing & Money Purchase Plan end-of-year assets rose from $261K in the plan year 2022 filing to $344K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660915011 · Benjamin Medina Irizarry PY 2023 · Money Purchase

Dr. Benjamin Medina Profit Sharing & Money Purchase Plan · $344K · 5 · 15th

  • NET $344K
  • NET 5
  • NET 15th
  • NET Money Purchase
  • NET near Gardner & Associates Simplified Profit Sharing Plan
  • NET ind #1848

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. Benjamin Medina Profit Sharing & Money Purchase Plan in the asset neighbourhood

Atlantic Sales Inc Profit Sharing and Money Purchase PlanAtlantic Sales Inc Profit Sh…$346KHemisphers Money Purchase PlanHemisphers Money Purchase Pl…$347KDr. Benjamin Medina Profit Sharing & Money Purchase PlanDr. Benjamin Medina Profit S…$344KGardner & Associates Simplified Profit Sharing PlanGardner & Associates Simplif…$344KMayday Communications Inc Money Purchase Pension PlanMayday Communications Inc Mo…$343K
End-of-year total assets ($M) among Dr. Benjamin Medina Profit Sharing & Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Benjamin Medina Irizarry multi-year asset trail

Sponsor-wide plan assets over time

All Benjamin Medina Irizarry plans reported in each filing year

Latest sponsor-wide plan assets
$363K 83.33194006816282% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $2.18M $0.36M ▼ -83.5%
Year Plans Participants Total Assets
2022 10 23 $2M
2023 1 5 $344K
2024 1 3 $363K

Benjamin Medina Irizarry filing trail (2023)

Total Assets (Beginning of Year)$338K
Net Assets (End of Year)$344K
Net Income$6K
Employer EIN660915011
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Dr. Benjamin Medina Profit Sharing & Money Purchase Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Dr. Benjamin Medina Profit Sharing & Money Purchase Plan, Total assets ($M): 0.343878 · Participants: 5Dr. Benjamin Medina Profit Sharing & Money Purchase 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. Benjamin Medina Profit Sharing & Money Purchase Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Dr. Benjamin Medina Profit Sharing & Money Purchase Plan side-by-side with 3 peers →

Dr. Benjamin Medina Profit Sharing & Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Gardner & Associates Simplified Profit Sharing Plan in MD ($344K); 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 Dr. Benjamin Medina Profit Sharing & Money Purchase Plan assets move in 2023? ▼
Dr. Benjamin Medina Profit Sharing & Money Purchase Plan edged up modestly - up 1.8% during 2023, from $338K to $344K. Reported net income was $6K.
How have Benjamin Medina Irizarry plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benjamin Medina Irizarry's sponsor-wide assets declined 83.3%, from $2M to $363K.
Where does Dr. Benjamin Medina Profit Sharing & Money Purchase Plan rank by assets among Form 5500 filers? ▼
Dr. Benjamin Medina Profit Sharing & Money Purchase Plan ranks in the 15th 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. Benjamin Medina Profit Sharing & Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Gardner & Associates Simplified Profit Sharing Plan in MD ($344K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Dr. Benjamin Medina Profit Sharing & Money Purchase 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 660915011.

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.