Money Purchase · DOL Form 5500 · 2023
Rosanna Ramos Martell Money Purchase Plan
Data updated 2026-08-25
- $137K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $45,656
- Avg per participant Low balance/head
Official DOL plan name: Imanaith Retirement Plan · Sponsored by Rosanna Ramos Martell · Puerto Rico · Healthcare & Social Assistance
$137K in assets, 3 participants
Rosanna Ramos Martell's Imanaith Retirement Plan reported $137K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #991 in Healthcare & Social Assistance (17,684 peers)
Rosanna Ramos Martell multi-year trail
Rosanna Ramos Martell's plans moved +158.4% in assets from 2022 to 2024; this filing shows Imanaith Retirement Plan at $137K / 3 participants.
- #991
- in Healthcare & Social Assistance (17,684 peers)
- +105.6%
- assets growth YoY
Imanaith Retirement Plan among the smaller filed plans by assets
Imanaith Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$136,967 8th percentile higher than 8% 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
Imanaith 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. Imanaith Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Imanaith Retirement Plan end-of-year assets rose from $67K in the plan year 2022 filing to $137K in the plan year 2023 filing.
- Imanaith Retirement Plan reported net income rose from $67K in the plan year 2022 filing to $70K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 660843196 · Rosanna Ramos Martell PY 2023 · Money Purchase
Imanaith Retirement Plan · $137K · 3 · 8th
- EBSA $137K
- EBSA 3
- EBSA 8th
- EBSA Money Purchase
- EBSA near Robert E Black Money Purchase Plan
- EBSA ind #991
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 →
Imanaith Retirement Plan in the asset neighbourhood
Rosanna Ramos Martell multi-year asset trail
Sponsor-wide plan assets over time
All Rosanna Ramos Martell plans reported in each filing year
- Latest sponsor-wide plan assets
- $172K 158.4292769330071% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $67K |
| 2023 | 1 | 3 | $137K |
| 2024 | 1 | 4 | $172K |
Rosanna Ramos Martell filing trail (2023)
| Total Assets (Beginning of Year) | $67K |
|---|---|
| Net Assets (End of Year) | $137K |
| Net Income | $70K |
| Employer EIN | 660843196 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Imanaith Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Robert E Black Money Purchase Plan in KS ($137K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.