Money Purchase · DOL Form 5500 · 2023

Insurance Advocates, Inc. Money Purchase Plan

Data updated 2026-08-25

$144K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$143,574
Avg per participant Near avg balance/head
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Official DOL plan name: Jar Retirement Plan · Sponsored by Insurance Advocates, Inc. · Puerto Rico · Finance & Insurance

$144K in assets, 1 participants

Insurance Advocates, Inc.'s Jar Retirement Plan reported $144K in total assets and 1 participant 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.

  • #439 in Finance & Insurance (8,869 peers)

Insurance Advocates, Inc. multi-year trail

Insurance Advocates, Inc.'s plans moved +46.4% in assets from 2023 to 2024; this filing shows Jar Retirement Plan at $144K / 1 participant.

#439
in Finance & Insurance (8,869 peers)
+30.0%
assets growth YoY

Jar Retirement Plan among the smaller filed plans by assets

Jar Retirement Plan vs every filed plan by assets

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

$143,574 8th percentile higher than 8% 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

Jar 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. Jar Retirement Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 660802110 · Insurance Advocates, Inc. PY 2023 · Money Purchase

Jar Retirement Plan · $144K · 1 · 8th

  • NET $144K
  • NET 1
  • NET 8th
  • NET Money Purchase
  • NET near Thomas a Nitta Cpa Profit Sharing Plan Profit Sharing Plan
  • NET ind #439

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Jar Retirement Plan in the asset neighbourhood

Midwest Land Co. Pension Plan$146KJar Retirement Plan$144KThomas a Nitta Cpa Profit Sharing Plan Profit Sharing PlanThomas a Nitta Cpa Profit Sh…$142KRetirement Plan of Armour N. Mellon Separate Trust No. 1Retirement Plan of Armour N.…$139KRobert E Black Money Purchase PlanRobert E Black Money Purchas…$137K
End-of-year total assets ($M) among Jar Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Insurance Advocates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Insurance Advocates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$210K 46.43389471631354% vs 2023
2024 filing year
$0.1M$0.15M$0.2M$0.25M 20232024 $0.14M $0.21M ▲ +50.0%
Year Plans Participants Total Assets
2023 1 1 $144K
2024 1 1 $210K

Insurance Advocates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$110K
Net Assets (End of Year)$144K
Net Income$33K
Employer EIN660802110
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Jar Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Jar Retirement Plan, Total assets ($M): 0.143574 · Participants: 1Jar 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
Jar Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Jar Retirement Plan side-by-side with 3 peers →

Jar Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Thomas a Nitta Cpa Profit Sharing Plan Profit Sharing Plan in CA ($142K); by covered participants it is Steven R. Goldberg Esq. Money Purchase Plan in NJ (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did Jar Retirement Plan assets move in 2023? ▼
Jar Retirement Plan surged - up 30.0% during 2023, from $110K to $144K. Reported net income was $33K.
How have Insurance Advocates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Insurance Advocates, Inc.'s sponsor-wide assets grew 46.4%, from $144K to $210K.
Where does Jar Retirement Plan rank by assets among Form 5500 filers? ▼
Jar Retirement Plan ranks in the 8th 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 Jar Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Thomas a Nitta Cpa Profit Sharing Plan Profit Sharing Plan in CA ($142K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Jar Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Steven R. Goldberg Esq. Money Purchase Plan in NJ (1 participant, $297K 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 660802110.

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.