Money Purchase · DOL Form 5500 · 2023

Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion Money Purchase Plan

Data updated 2026-08-25

$868K
Total assets Small plan by assets
16
Participants Small participant base
22nd
Percentile by assets National rank
$54,248
Avg per participant Low balance/head
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Official DOL plan name: Farmacia La Concepcion Retirement Plan · Sponsored by Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion · Puerto Rico · Retail Trade

$868K in assets, 16 participants

Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion's Farmacia La Concepcion Retirement Plan reported $868K in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,925 in Retail Trade (8,414 peers)

Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion multi-year trail

Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion's plans moved +23.8% in assets from 2022 to 2024; this filing shows Farmacia La Concepcion Retirement Plan at $868K / 16 participants.

#2,925
in Retail Trade (8,414 peers)
+8.8%
assets growth YoY

Farmacia La Concepcion Retirement Plan among the smaller filed plans by assets

Farmacia La Concepcion Retirement Plan vs every filed plan by assets

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

$867,967 22nd percentile higher than 22% 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

Farmacia La Concepcion Retirement 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. Farmacia La Concepcion Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Farmacia La Concepcion Retirement Plan reported net income rose from $24K in the plan year 2022 filing to $72K in the plan year 2023 filing.
  • Farmacia La Concepcion Retirement Plan end-of-year assets rose from $798K in the plan year 2022 filing to $868K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660373466 · Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion PY 2023 · Money Purchase

Farmacia La Concepcion Retirement Plan · $868K · 16 · 22nd

  • SCH $868K
  • EBSA 16
  • PART 22nd
  • TYPE Money Purchase
  • NET near Accratronics Seals Corp. Money Purchase Pension Plan
  • BOOK ind #2925

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 Retail Trade retirement plans → · Plans in Puerto Rico →

Farmacia La Concepcion Retirement Plan in the asset neighbourhood

Michael Gordon, M.D., Inc. Money Purchase Pension PlanMichael Gordon, M.D., Inc. M…$876KChristine M Gizoni Retirement PlanChristine M Gizoni Retiremen…$883KFarmacia La Concepcion Retirement PlanFarmacia La Concepcion Retir…$868KAccratronics Seals Corp. Money Purchase Pension PlanAccratronics Seals Corp. Mon…$868KTeamsters Local 731 Severance & Retirement PlanTeamsters Local 731 Severanc…$867K
End-of-year total assets ($M) among Farmacia La Concepcion Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion multi-year asset trail

Sponsor-wide plan assets over time

All Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion plans reported in each filing year

Latest sponsor-wide plan assets
$987K 23.758976821030174% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.8M $0.99M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 16 $798K
2023 1 16 $868K
2024 1 14 $987K

Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion filing trail (2023)

Total Assets (Beginning of Year)$798K
Net Assets (End of Year)$868K
Net Income$72K
Employer EIN660373466
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Farmacia La Concepcion Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Farmacia La Concepcion Retirement Plan, Total assets ($M): 0.867967 · Participants: 16Farmacia La Concepcion Retirement 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
Farmacia La Concepcion Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Farmacia La Concepcion Retirement Plan side-by-side with 3 peers →

Farmacia La Concepcion Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Accratronics Seals Corp. Money Purchase Pension Plan in CA ($868K); by covered participants it is Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund in NJ (16 participants). Same-state nearby plans are listed separately above.

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 Farmacia La Concepcion Retirement Plan assets move in 2023? ▼
Farmacia La Concepcion Retirement Plan grew at a solid clip - up 8.8% during 2023, from $798K to $868K. Reported net income was $72K.
How have Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion's sponsor-wide assets grew 23.8%, from $798K to $987K.
Where does Farmacia La Concepcion Retirement Plan rank by assets among Form 5500 filers? ▼
Farmacia La Concepcion Retirement Plan ranks in the 22nd 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 Farmacia La Concepcion Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Accratronics Seals Corp. Money Purchase Pension Plan in CA ($868K, 65 participants).
Which Money Purchase plans cover a similar participant headcount to Farmacia La Concepcion Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund in NJ (16 participants, $4M in assets).

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 660373466.

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.