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
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.
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
| 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 EIN | 660615801 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
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? ▼
How have Blas Delgado Ortiz plan assets changed over time? ▼
Where does Blas Delgado Ortiz Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Blas Delgado Ortiz Profit Sharing Plan? ▼
Next read for Blas Delgado Ortiz Profit Sharing Plan
Multi-year trail
Ways to act on Blas Delgado Ortiz Profit Sharing Plan's numbers.
- By total assets, Blas Delgado Ortiz Profit Sharing 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
- Blas Delgado Ortiz's sponsor-wide assets have grown 15.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans