Money Purchase · DOL Form 5500 · 2023

Gilberto Baez Rios Md Psc Money Purchase Plan

Data updated 2026-08-25

$669K
Total assets Small plan by assets
7
Participants Small participant base
20th
Percentile by assets National rank
$95,610
Avg per participant Below avg balance/head
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Official DOL plan name: Gilberto Baez Rios, Md Retirement Plan · Sponsored by Gilberto Baez Rios Md Psc · Puerto Rico · Healthcare & Social Assistance

$669K in assets, 7 participants

Gilberto Baez Rios Md Psc's Gilberto Baez Rios, Md Retirement Plan reported $669K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,770 in Healthcare & Social Assistance (17,684 peers)

Gilberto Baez Rios Md Psc multi-year trail

Gilberto Baez Rios Md Psc's plans moved +41.4% in assets from 2022 to 2024; this filing shows Gilberto Baez Rios, Md Retirement Plan at $669K / 7 participants.

#2,770
in Healthcare & Social Assistance (17,684 peers)
+17.9%
assets growth YoY

Gilberto Baez Rios, Md Retirement Plan among the smaller filed plans by assets

Gilberto Baez Rios, Md Retirement Plan vs every filed plan by assets

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

$669,267 20th percentile higher than 20% 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

Gilberto Baez Rios, Md 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. Gilberto Baez Rios, Md Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gilberto Baez Rios, Md Retirement Plan reported net income rose from -$40K in the plan year 2022 filing to $101K in the plan year 2023 filing.
  • Gilberto Baez Rios, Md Retirement Plan end-of-year assets rose from $568K in the plan year 2022 filing to $669K in the plan year 2023 filing.
  • Gilberto Baez Rios, Md Retirement Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660794249 · Gilberto Baez Rios Md Psc PY 2023 · Money Purchase

Gilberto Baez Rios, Md Retirement Plan · $669K · 7 · 20th

  • EBSA $669K
  • EBSA 7
  • EBSA 20th
  • EBSA Money Purchase
  • EBSA near Tony's Plumbing & Heating Pension Plan and Trust
  • EBSA ind #2770

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 →

Gilberto Baez Rios, Md Retirement Plan in the asset neighbourhood

Pramod S Kulkarni Md Inc Profit Sharing PlanPramod S Kulkarni Md Inc Pro…$680KGilberto Baez Rios, Md Retirement PlanGilberto Baez Rios, Md Retir…$669KTony's Plumbing & Heating Pension Plan and TrustTony's Plumbing & Heating Pe…$670KAnil K Jain Money Purchase PlanAnil K Jain Money Purchase P…$669KNetwork One Computer Systems Corp., Money Purchase PlanNetwork One Computer Systems…$656K
End-of-year total assets ($M) among Gilberto Baez Rios, Md Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Gilberto Baez Rios Md Psc multi-year asset trail

Sponsor-wide plan assets over time

All Gilberto Baez Rios Md Psc plans reported in each filing year

Latest sponsor-wide plan assets
$803K 41.40432636929482% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.57M $0.8M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 6 $568K
2023 1 7 $669K
2024 1 7 $803K

Gilberto Baez Rios Md Psc filing trail (2023)

Total Assets (Beginning of Year)$568K
Net Assets (End of Year)$661K
Net Income$101K
Employer EIN660794249
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Gilberto Baez Rios, Md Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Gilberto Baez Rios, Md Retirement Plan, Total assets ($M): 0.669267 · Participants: 7Gilberto Baez Rios, Md 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
Gilberto Baez Rios, Md Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

Gilberto Baez Rios, Md Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Tony's Plumbing & Heating Pension Plan and Trust in IL ($670K); by covered participants it is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants). Same-state nearby plans are listed separately above.

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 Gilberto Baez Rios, Md Retirement Plan assets move in 2023?
Gilberto Baez Rios, Md Retirement Plan grew sharply - up 17.9% during 2023, from $568K to $669K. Reported net income was $101K.
How have Gilberto Baez Rios Md Psc plan assets changed over time?
Across 3 plan years on file (2022-2024), Gilberto Baez Rios Md Psc's sponsor-wide assets grew 41.4%, from $568K to $803K.
Where does Gilberto Baez Rios, Md Retirement Plan rank by assets among Form 5500 filers?
Gilberto Baez Rios, Md Retirement Plan ranks in the 20th 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 Gilberto Baez Rios, Md Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is Tony's Plumbing & Heating Pension Plan and Trust in IL ($670K, 9 participants).
Which Money Purchase plans cover a similar participant headcount to Gilberto Baez Rios, Md Retirement Plan?
Among Money Purchase plans in other states, the closest by covered participants is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants, $629K in assets).