Money Purchase · DOL Form 5500 · 2023
Ivonne Benabe Money Purchase Plan
Data updated 2026-08-25
- $247K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $82,310
- Avg per participant Below avg balance/head
Official DOL plan name: Iibh Retirement Plan · Sponsored by Ivonne Benabe · Puerto Rico · Healthcare & Social Assistance
$247K in assets, 3 participants
Ivonne Benabe's Iibh Retirement Plan reported $247K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #1,504 in Healthcare & Social Assistance (17,684 peers)
Ivonne Benabe multi-year trail
Ivonne Benabe's plans moved +42.3% in assets from 2022 to 2024; this filing shows Iibh Retirement Plan at $247K / 3 participants.
- #1,504
- in Healthcare & Social Assistance (17,684 peers)
- +20.7%
- assets growth YoY
Iibh Retirement Plan among the smaller filed plans by assets
Iibh Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$246,930 12th percentile higher than 12% 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
Iibh 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. Iibh Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iibh Retirement Plan reported net income rose from -$28K in the plan year 2022 filing to $42K in the plan year 2023 filing.
- Iibh Retirement Plan end-of-year assets rose from $205K in the plan year 2022 filing to $247K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 660730054 · Ivonne Benabe PY 2023 · Money Purchase
Iibh Retirement Plan · $247K · 3 · 12th
- RANK $247K
- PHOTO 3
- IND 12th
- EOY Money Purchase
- 5500 near Ci Capital Partners, LLC Money Purchase Plan
- ASSETS ind #1504
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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →
Iibh Retirement Plan in the asset neighbourhood
Ivonne Benabe multi-year asset trail
Sponsor-wide plan assets over time
All Ivonne Benabe plans reported in each filing year
- Latest sponsor-wide plan assets
- $291K 42.3082561275947% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $205K |
| 2023 | 1 | 3 | $247K |
| 2024 | 1 | 6 | $291K |
Ivonne Benabe filing trail (2023)
| Total Assets (Beginning of Year) | $205K |
|---|---|
| Net Assets (End of Year) | $247K |
| Net Income | $42K |
| Employer EIN | 660730054 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Iibh Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Ci Capital Partners, LLC Money Purchase Plan in NY ($246K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($247K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.