Money Purchase · DOL Form 5500 · 2023
Jimenez, Graffam & Lausell Money Purchase Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $226,419
- Avg per participant Above avg balance/head
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.
- #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.
- #9,117
- in Professional & Technical Services (20,321 peers)
- +10.9%
- assets growth YoY
Jimenez, Graffam & Lausell Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Jimenez, Graffam & Lausell Pension Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jimenez, Graffam & Lausell Pension Plan is a small filing (25 participants) on this national headcount ladder.
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.
Published 5500 schedule card
Filing strip 620291148 · Jimenez, Graffam & Lausell PY 2023 · Money Purchase
Jimenez, Graffam & Lausell Pension Plan · $6M · 25 · 47th
- PART $6M
- PART 25
- PART 47th
- PART Money Purchase
- PART near Teamsters Managed Annuity Trust Fund
- PART ind #9117
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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →
Jimenez, Graffam & Lausell Pension Plan in the asset neighbourhood
Jimenez, Graffam & Lausell years around the 2023 move
Sponsor-wide plan assets over time
All Jimenez, Graffam & Lausell plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 6.2254288007373715% vs 2022
- 2024 filing year
| 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 EIN | 620291148 |
| Plan Effective Date | 1981-10-31 |
| Filing Status | FILING 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's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Teamsters Managed Annuity Trust Fund in CA ($6M); by covered participants it is Gould Investors L.P. Pension Plan in NY (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 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.