Money Purchase · DOL Form 5500 · 2023

Jimenez, Graffam & Lausell Money Purchase Plan

Data updated 2026-08-11

$6M
Total assets
25
Participants
47th
Percentile by assets
$226,419
Avg per participant
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Official DOL plan name: Jimenez, Graffam & Lausell Pension Plan · Sponsored by Jimenez, Graffam & Lausell · Puerto Rico · Professional & Technical Services

$6M in assets, 25 participants

Jimenez, Graffam & Lausell's Jimenez, Graffam & Lausell Pension Plan reported $6M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • 47th percentile by assets (of 127,072 plans)
  • #9,117 in Professional & Technical Services (20,321 peers)

2023 asset change

Jimenez, Graffam & Lausell Pension Plan grew at a solid clip 10.9% in 2023 ($5M → $6M) for 25 participants.

$6M
total plan assets (2023 EOY)
25
covered participants
47th
percentile by assets (of 127,072 plans)
$226,419
avg assets per participant

Where Jimenez, Graffam & Lausell Pension Plan sits by total assets

Jimenez, Graffam & Lausell Pension Plan vs every filed plan by assets

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

$5,660,467 47th percentile higher than 47% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jimenez, Graffam & Lausell Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $557K in the plan year 2023 filing.
  • Jimenez, Graffam & Lausell Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Jimenez, Graffam & Lausell Pension Plan reported participants fell from 27 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Puerto Rico
Industry
Professional & Technical Services

2023 asset move for Jimenez, Graffam & Lausell Pension Plan

Year over year, total assets grew at a solid clip from $5M at the start of 2023 to $6M at year-end (up 10.9%). Net assets closed at $6M; reported net income $557K.

Jimenez, Graffam & Lausell years around the 2023 move

$5M$5.2M$5.4M$5.6M$5.8M 202220232024 $5.1M $5.42M ▲ +6.3%
Total plan assets by year, all Jimenez, Graffam & Lausell plans on file
Year Plans Participants Total Assets
2022 1 27 $5M
2023 1 25 $6M
2024 1 26 $5M

2023 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$557K
Employer EIN620291148
Plan Effective Date1981-10-31
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Jimenez, Graffam & Lausell Pension Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 34567 Total assets ($M) Participants Jimenez, Graffam & L…, Total assets ($M): 5.660467 · Participants: 25Jimenez, Graffam & L…Colegio Marista Mone…, Total assets ($M): 6.288531 · Participants: 111Colegio Marista Mone…Duenas Trailers Rent…, Total assets ($M): 4.452966 · Participants: 68Duenas Trailers Rent…Programa Head Start …, Total assets ($M): 3.889718 · Participants: 308Programa Head Start …Dr. Jose R. Cumba Re…, Total assets ($M): 3.80284 · Participants: 4Dr. Jose R. Cumba Re…Gustavo Antonio Hern…, Total assets ($M): 3.292505 · Participants: 6Gustavo Antonio Hern…
Jimenez, Graffam & Lausell Pension Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Jimenez, Graffam & Lausell Pension Plan side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Jimenez, Graffam & Lausell Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Jimenez, Graffam & Lausell Pension Plan assets move in 2023? ▼
Jimenez, Graffam & Lausell Pension Plan grew at a solid clip - up 10.9% during 2023, from $5M to $6M. Reported net income was $557K.
How have Jimenez, Graffam & Lausell plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jimenez, Graffam & Lausell's sponsor-wide assets grew 6.2%, from $5M to $5M.
Which Money Purchase plans are similar in size to Jimenez, Graffam & Lausell Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Teamsters Managed Annuity Trust Fund in CA ($6M, 169 participants).

Next read for Jimenez, Graffam & Lausell Pension Plan

2023 change

Ways to act on Jimenez, Graffam & Lausell Pension Plan's numbers.

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 620291148.

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.