Money Purchase · DOL Form 5500 · 2024
Insurance Advocates, Inc. Money Purchase Plan
Data updated 2026-08-11
- $210K
- Total assets
- 1
- Participants
- 11th
- Percentile by assets
- $210,241
- Avg per participant
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.
- 11th percentile by assets (of 123,622 plans)
- #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.
- $210K
- total plan assets (2024 EOY)
- 1
- covered participants
- 11th
- percentile by assets (of 123,622 plans)
- $210,241
- avg assets per participant
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.
Insurance Advocates, Inc. across 2 plan years on file
Across the 2 plan years Insurance Advocates, Inc. has on file (2023-2024), sponsor-wide plan assets have moved from $144K to $210K, a gain of 46.4%, while reported participants moved from 1 to 1 (+0.0%).
Insurance Advocates, Inc. multi-year asset trail
| 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 vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Jar Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Jar Retirement Plan assets move in 2024? ▼
How have Insurance Advocates, Inc. plan assets changed over time? ▼
Where does Jar Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Jar Retirement Plan
Multi-year trail
Ways to act on Jar Retirement Plan's numbers.
- By total assets, Jar Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Insurance Advocates, Inc.'s sponsor-wide assets have grown 46.4% since 2023 across 2 plan years on file. More Finance & Insurance plans