Money Purchase · DOL Form 5500 · 2023

Ivette Rosario Money Purchase Plan

Data updated 2026-08-25

$212K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$106,119
Avg per participant Below avg balance/head
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Official DOL plan name: Dra. Ivette Rosario Robles Retirement Plan · Sponsored by Ivette Rosario · Florida · Healthcare & Social Assistance

$212K in assets, 2 participants

Ivette Rosario's Dra. Ivette Rosario Robles Retirement Plan reported $212K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,376 in Healthcare & Social Assistance (17,684 peers)

Ivette Rosario multi-year trail

Ivette Rosario's plans moved +16.6% in assets from 2022 to 2024; this filing shows Dra. Ivette Rosario Robles Retirement Plan at $212K / 2 participants.

#1,376
in Healthcare & Social Assistance (17,684 peers)
+8.1%
assets growth YoY

Dra. Ivette Rosario Robles Retirement Plan among the smaller filed plans by assets

Dra. Ivette Rosario Robles Retirement Plan vs every filed plan by assets

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

$212,237 11th percentile higher than 11% 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

Dra. Ivette Rosario Robles 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. Dra. Ivette Rosario Robles Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dra. Ivette Rosario Robles Retirement Plan reported net income rose from -$31K in the plan year 2022 filing to $16K in the plan year 2023 filing.
  • Dra. Ivette Rosario Robles Retirement Plan end-of-year assets rose from $196K in the plan year 2022 filing to $212K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660606429 · Ivette Rosario PY 2023 · Money Purchase

Dra. Ivette Rosario Robles Retirement Plan · $212K · 2 · 11th

  • EOY $212K
  • 5500 2
  • ASSETS 11th
  • PCT Money Purchase
  • EIN near Juan M. Garcia Merced Retirement Plan
  • RANK ind #1376

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 Florida →

Dra. Ivette Rosario Robles Retirement Plan in the asset neighbourhood

Dra. Ivette Rosario Robles Retirement PlanDra. Ivette Rosario Robles R…$212KJuan M. Garcia Merced Retirement PlanJuan M. Garcia Merced Retire…$213KDr. Victor Rodriguez Venegas Retirement Plan TrustDr. Victor Rodriguez Venegas…$210KFrancisco Figueroa Rovira Retirement PlanFrancisco Figueroa Rovira Re…$209KDr. Francisco Garcia Cortes Retirement PlanDr. Francisco Garcia Cortes …$209K
End-of-year total assets ($M) among Dra. Ivette Rosario Robles Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Ivette Rosario multi-year asset trail

Sponsor-wide plan assets over time

All Ivette Rosario plans reported in each filing year

Latest sponsor-wide plan assets
$229K 16.59925009679457% vs 2022
2024 filing year
$0.19M$0.2M$0.21M$0.22M$0.23M$0.24M 202220232024 $0.2M $0.23M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 2 $196K
2023 1 2 $212K
2024 1 2 $229K

Ivette Rosario filing trail (2023)

Total Assets (Beginning of Year)$196K
Net Assets (End of Year)$212K
Net Income$16K
Employer EIN660606429
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Florida

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

Dra. Ivette Rosario Robles Retirement Plan vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants Dra. Ivette Rosario Robles Retirement Plan, Total assets ($M): 0.212237 · Participants: 2Dra. Ivette Rosario Robles Retirement PlanElliott Money Purchase Pension Plan, Total assets ($M): 389.469568 · Participants: 448Elliott Money Purchase Pension PlanSouthern States Savings & Retirement Plan Trust, Total assets ($M): 178.216433 · Participants: 13258Southern States Savings & Retirement Plan TrustNECA-IBEW 177 Pension Fund, Total assets ($M): 129.372481 · Participants: 1443NECA-IBEW 177 Pension FundLifelink Foundation, Inc. Retirement Plan, Total assets ($M): 95.257903 · Participants: 476Lifelink Foundation, Inc. Retirement PlanI.B.E.W. Local Union No. 728 Annuity Fund, Total assets ($M): 87.961465 · Participants: 1712I.B.E.W. Local Union No. 728 Annuity Fund
Dra. Ivette Rosario Robles Retirement Plan vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare Dra. Ivette Rosario Robles Retirement Plan side-by-side with 3 peers →

Dra. Ivette Rosario Robles Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is Juan M. Garcia Merced Retirement Plan in PR ($213K); 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 Dra. Ivette Rosario Robles Retirement Plan assets move in 2023? ▼
Dra. Ivette Rosario Robles Retirement Plan grew at a solid clip - up 8.1% during 2023, from $196K to $212K. Reported net income was $16K.
How have Ivette Rosario plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivette Rosario's sponsor-wide assets grew 16.6%, from $196K to $229K.
Where does Dra. Ivette Rosario Robles Retirement Plan rank by assets among Form 5500 filers? ▼
Dra. Ivette Rosario Robles Retirement Plan ranks in the 11th 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 Dra. Ivette Rosario Robles Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Juan M. Garcia Merced Retirement Plan in PR ($213K, 5 participants).
Which Money Purchase plans cover a similar participant headcount to Dra. Ivette Rosario Robles 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 660606429.

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.