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
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
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.
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
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
| 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 EIN | 660794249 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING 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'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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($669K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust (TX) 7 · 0 off
- South Mesa Water Company Amended and Restated Money Purchase Plan (CA) 7 · 0 off
- Retirement Plan of Constance B. Mellon 1965 Trust (PA) 7 · 0 off
- Retirement Plan of Richard P. Mellon 1965 Trust (PA) 7 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.