Money Purchase · DOL Form 5500 · 2023

Roberto Vazquez Ramos Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
33rd
Percentile by assets National rank
$314,602
Avg per participant High balance/head
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Official DOL plan name: Roberto Vazquez Ramos Retirement Plan · Sponsored by Roberto Vazquez Ramos · Puerto Rico · Healthcare & Social Assistance

$3M in assets, 8 participants

Roberto Vazquez Ramos's Roberto Vazquez Ramos Retirement Plan reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,846 in Healthcare & Social Assistance (17,684 peers)

Roberto Vazquez Ramos multi-year trail

Roberto Vazquez Ramos's plans moved +28.5% in assets from 2022 to 2024; this filing shows Roberto Vazquez Ramos Retirement Plan at $3M / 8 participants.

#5,846
in Healthcare & Social Assistance (17,684 peers)
+17.5%
assets growth YoY

Roberto Vazquez Ramos Retirement Plan among the smaller filed plans by assets

Roberto Vazquez Ramos Retirement Plan vs every filed plan by assets

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

$2,516,818 33rd percentile higher than 33% 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

Roberto Vazquez Ramos 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. Roberto Vazquez Ramos Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roberto Vazquez Ramos Retirement Plan reported net income rose from -$245K in the plan year 2022 filing to $375K in the plan year 2023 filing.
  • Roberto Vazquez Ramos Retirement Plan reported participants rose from 6 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Roberto Vazquez Ramos Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660461831 · Roberto Vazquez Ramos PY 2023 · Money Purchase

Roberto Vazquez Ramos Retirement Plan · $3M · 8 · 33rd

  • RANK $3M
  • PHOTO 8
  • IND 33rd
  • EOY Money Purchase
  • 5500 near Rehabilitation Services Inc. Pension Plan
  • ASSETS ind #5846

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 →

Roberto Vazquez Ramos Retirement Plan in the asset neighbourhood

Standardized Combination Prototype PlanStandardized Combination Pro…$3MRoberto Vazquez Ramos Retirement PlanRoberto Vazquez Ramos Retire…$3MRehabilitation Services Inc. Pension PlanRehabilitation Services Inc.…$3MLifelink Foundation, Inc. Retirement Plan for Puerto Rico EmployeesLifelink Foundation, Inc. Re…$3MW. S. B. Electric Money Purchase Pension PlanW. S. B. Electric Money Purc…$2M
End-of-year total assets ($M) among Roberto Vazquez Ramos Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Roberto Vazquez Ramos multi-year asset trail

Sponsor-wide plan assets over time

All Roberto Vazquez Ramos plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.45404642277235% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.14M $2.75M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 8 $3M
2024 1 8 $3M

Roberto Vazquez Ramos filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$375K
Employer EIN660461831
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Roberto Vazquez Ramos Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 234567 Total assets ($M) Participants Roberto Vazquez Ramos Retirement Plan, Total assets ($M): 2.516818 · Participants: 8Roberto Vazquez Ramos 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
Roberto Vazquez Ramos Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Roberto Vazquez Ramos Retirement Plan side-by-side with 3 peers →

Roberto Vazquez Ramos Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Rehabilitation Services Inc. Pension Plan in PA ($3M); by covered participants it is The Connecticut Hospice, Inc. Pension Plan in CT (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Roberto Vazquez Ramos Retirement Plan assets move in 2023? ▼
Roberto Vazquez Ramos Retirement Plan grew sharply - up 17.5% during 2023, from $2M to $3M. Reported net income was $375K.
How have Roberto Vazquez Ramos plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberto Vazquez Ramos's sponsor-wide assets grew 28.5%, from $2M to $3M.
Which Money Purchase plans are similar in size to Roberto Vazquez Ramos Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Rehabilitation Services Inc. Pension Plan in PA ($3M, 19 participants).
Which Money Purchase plans cover a similar participant headcount to Roberto Vazquez Ramos Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Connecticut Hospice, Inc. Pension Plan in CT (8 participants, N/A 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 660461831.

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.