Money Purchase · DOL Form 5500 · 2023

Benitez Optical Services, Inc. Money Purchase Plan

Data updated 2026-08-25

$179K
Total assets Small plan by assets
4
Participants Small participant base
10th
Percentile by assets National rank
$44,737
Avg per participant Low balance/head
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Official DOL plan name: Benitez Optical Services, Inc Profit Sharing Plan · Sponsored by Benitez Optical Services, Inc. · Puerto Rico · Healthcare & Social Assistance

$179K in assets, 4 participants

Benitez Optical Services, Inc.'s Benitez Optical Services, Inc Profit Sharing Plan reported $179K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,223 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Benitez Optical Services, Inc Profit Sharing Plan holds $179K for 4 participants - about $44,737 per participant, among the smaller plans by assets on file.

#1,223
in Healthcare & Social Assistance (17,684 peers)
-3.0%
assets change YoY

The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Benitez Optical Services, Inc Profit Sharing Plan among the smaller filed plans by assets

Benitez Optical Services, Inc Profit Sharing Plan vs every filed plan by assets

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

$178,948 10th percentile higher than 10% 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

Benitez Optical Services, Inc Profit Sharing 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. Benitez Optical Services, Inc Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Benitez Optical Services, Inc Profit Sharing Plan reported net income rose from -$10K in the plan year 2022 filing to -$6K in the plan year 2023 filing.
  • Benitez Optical Services, Inc Profit Sharing Plan end-of-year assets fell from $188K in the plan year 2022 filing to $179K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660467316 · Benitez Optical Services, Inc. PY 2023 · Money Purchase

Benitez Optical Services, Inc Profit Sharing Plan · $179K · 4 · 10th

  • EOY $179K
  • EOY 4
  • EOY 10th
  • EOY Money Purchase
  • EOY near Robert Duane Ralston Pension Plan
  • EOY ind #1223

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 →

Benitez Optical Services, Inc Profit Sharing Plan in the asset neighbourhood

Benitez Optical Services, Inc Profit Sharing PlanBenitez Optical Services, In…$179KRobert Duane Ralston Pension PlanRobert Duane Ralston Pension…$178KHeat and Frost Insulators Local 47 Retirement Savings PlanHeat and Frost Insulators Lo…$181KM. B. & Edna Zale Foundation Retirement PlanM. B. & Edna Zale Foundation…$184KNorth Star Asset Management Money Purchase Pension PlanNorth Star Asset Management …$172K
End-of-year total assets ($M) among Benitez Optical Services, Inc Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$185K
Net Assets (End of Year)$179K
Net Income-$6K
Employer EIN660467316
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Benitez Optical Services, Inc.)

Sponsor-wide plan assets over time

All Benitez Optical Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$195K 3.5949922519423394% vs 2022
2024 filing year
$0.18M$0.18M$0.19M$0.19M$0.2M 202220232024 $0.19M $0.19M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 4 $188K
2023 1 4 $179K
2024 1 3 $195K

Nearby Money Purchase Plans in Puerto Rico

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

Benitez Optical Services, Inc Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Benitez Optical Services, Inc Profit Sharing Plan, Total assets ($M): 0.178948 · Participants: 4Benitez Optical Services, Inc Profit Sharing 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
Benitez Optical Services, Inc Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

Benitez Optical Services, Inc Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Robert Duane Ralston Pension Plan in IL ($178K); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Benitez Optical Services, Inc Profit Sharing Plan assets move in 2023?
Benitez Optical Services, Inc Profit Sharing Plan edged down modestly - down 3.0% during 2023, from $185K to $179K. Reported net income was -$6K.
How have Benitez Optical Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Benitez Optical Services, Inc.'s sponsor-wide assets grew 3.6%, from $188K to $195K.
Where does Benitez Optical Services, Inc Profit Sharing Plan rank by assets among Form 5500 filers?
Benitez Optical Services, Inc Profit Sharing Plan ranks in the 10th 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 Benitez Optical Services, Inc Profit Sharing Plan?
Among Money Purchase plans in other states, the closest by assets is Robert Duane Ralston Pension Plan in IL ($178K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Benitez Optical Services, Inc Profit Sharing Plan?
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K in assets).