Money Purchase · DOL Form 5500 · 2024
Insurance Advocates, Inc. Money Purchase Plan
Data updated 2026-08-25
- $210K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $210,241
- Avg per participant Above avg balance/head
Official DOL plan name: Jar Retirement Plan · Sponsored by Insurance Advocates, Inc. · Puerto Rico · Finance & Insurance
$210K in assets, 1 participants
Insurance Advocates, Inc.'s Jar Retirement Plan reported $210K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- #468 in Finance & Insurance (8,549 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 $210K / 1 participant.
- #468
- in Finance & Insurance (8,549 peers)
- +46.4%
- 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 2024 · DOL Form 5500
$210,241 11th percentile higher than 11% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Jar Retirement Plan among micro filed plans by headcount
Plan-year 2024 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.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jar Retirement Plan reported net income rose from $33K in the plan year 2023 filing to $67K in the plan year 2024 filing.
- Jar Retirement Plan end-of-year assets rose from $144K in the plan year 2023 filing to $210K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 660802110 · Insurance Advocates, Inc. PY 2024 · Money Purchase
Jar Retirement Plan · $210K · 1 · 11th
- PART $210K
- PART 1
- PART 11th
- PART Money Purchase
- PART near American Commercial Carpentry Inc Money Purchase Plan
- PART ind #468
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
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1 | $144K |
| 2024 | 1 | 1 | $210K |
Insurance Advocates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $144K |
|---|---|
| Net Assets (End of Year) | $210K |
| Net Income | $67K |
| Employer EIN | 660802110 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Jar Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is American Commercial Carpentry Inc Money Purchase Plan in AR ($204K); by covered participants it is Robert Duane Ralston Pension Plan in IL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($210K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.