Money Purchase · DOL Form 5500 · 2023
Jose Acevedo Money Purchase Plan
Data updated 2026-08-25
- $488K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $122,057
- Avg per participant Near avg balance/head
Official DOL plan name: Jjms Retirement Plan · Sponsored by Jose Acevedo · Puerto Rico · Healthcare & Social Assistance
$488K in assets, 4 participants
Jose Acevedo's Jjms Retirement Plan reported $488K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #2,291 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Jjms Retirement Plan holds $488K for 4 participants - about $122,057 per participant, among the smaller plans by assets on file.
- #2,291
- in Healthcare & Social Assistance (17,684 peers)
- +0.0%
- assets growth YoY
Jjms Retirement Plan among the smaller filed plans by assets
Jjms Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$488,227 18th percentile higher than 18% 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
Jjms 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. Jjms Retirement Plan is a micro filing (4 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 660656087 · Jose Acevedo PY 2023 · Money Purchase
Jjms Retirement Plan · $488K · 4 · 18th
- EIN $488K
- EIN 4
- EIN 18th
- EIN Money Purchase
- EIN near Pipefitters Local No 636 Retiree & Widow Benefit Fund
- EIN ind #2291
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 →
Jjms Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $488K |
|---|---|
| Net Assets (End of Year) | $488K |
| Employer EIN | 660656087 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jose Acevedo)
Sponsor-wide plan assets over time
All Jose Acevedo plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $488K |
| 2023 | 1 | 4 | $488K |
| 2024 | 1 | 4 | N/A |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Jjms Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Pipefitters Local No 636 Retiree & Widow Benefit Fund in MI ($493K); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($488K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Unit Design Inc Mp (LA) 4 · 0 off
- Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan (NY) 4 · 0 off
- N.C. Cattlemens Association, Inc Pension Plan & Trust (NC) 4 · 0 off
- Linas a Sidrys Md (IL) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.