Money Purchase · DOL Form 5500 · 2024

Blas Delgado Ortiz Money Purchase Plan

Data updated 2026-08-11

$150K
Total assets
5
Participants
8th
Percentile by assets
$30,000
Avg per participant
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Official DOL plan name: Blas Delgado Ortiz Profit Sharing Plan · Sponsored by Blas Delgado Ortiz · Puerto Rico · Healthcare & Social Assistance

$150K in assets, 5 participants

Blas Delgado Ortiz's Blas Delgado Ortiz Profit Sharing Plan reported $150K in total assets and 5 participants in its 2024 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.

  • 8th percentile by assets (of 123,622 plans)
  • #997 in Healthcare & Social Assistance (16,916 peers)

Blas Delgado Ortiz multi-year trail

Blas Delgado Ortiz's plans moved +15.4% in assets from 2022 to 2024; this filing shows Blas Delgado Ortiz Profit Sharing Plan at $150K / 5 participants.

$150K
total plan assets (2024 EOY)
5
covered participants
8th
percentile by assets (of 123,622 plans)
$30,000
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blas Delgado Ortiz Profit Sharing Plan end-of-year assets rose from $130K in the plan year 2023 filing to $150K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Blas Delgado Ortiz across 3 plan years on file

Across the 3 plan years Blas Delgado Ortiz has on file (2022-2024), sponsor-wide plan assets have moved from $130K to $150K, a gain of 15.4%, while reported participants moved from 5 to 5 (+0.0%). Peak year by sponsor assets: 2024 ($150K); trough: 2022 ($130K).

Blas Delgado Ortiz multi-year asset trail

$0.12M$0.13M$0.14M$0.15M$0.16M 202220232024 $0.13M $0.15M ▲ +15.4%
Total plan assets by year, all Blas Delgado Ortiz plans on file
Year Plans Participants Total Assets
2022 1 5 $130K
2023 1 5 $130K
2024 1 5 $150K

Blas Delgado Ortiz filing trail (2024)

Total Assets (Beginning of Year)$130K
Net Assets (End of Year)$150K
Net Income$20K
Employer EIN660615801
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Blas Delgado Ortiz Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

Blas Delgado Ortiz Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Blas Delgado Ortiz P…Colegio Marista Mone…Jimenez, Graffam & L…Duenas Trailers Rent…Programa Head Start …Gustavo Antonio Hern…
Blas Delgado Ortiz Profit Sharing 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 Blas Delgado Ortiz Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Blas Delgado Ortiz Profit Sharing Plan assets move in 2024?
Blas Delgado Ortiz Profit Sharing Plan grew sharply - up 15.4% during 2024, from $130K to $150K. Reported net income was $20K.
How have Blas Delgado Ortiz plan assets changed over time?
Across 3 plan years on file (2022-2024), Blas Delgado Ortiz's sponsor-wide assets grew 15.4%, from $130K to $150K.
Where does Blas Delgado Ortiz Profit Sharing Plan rank by assets among Form 5500 filers?
Blas Delgado Ortiz Profit Sharing Plan ranks in the 8th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Blas Delgado Ortiz Profit Sharing Plan?
Among Money Purchase plans in other states, the closest by assets is Midwest Land Co. Pension Plan in NE ($150K, 3 participants).

Multi-year trail

Ways to act on Blas Delgado Ortiz Profit Sharing Plan's numbers.