Money Purchase · DOL Form 5500 · 2024
Ramon Ortiz Llavona Money Purchase Plan
Data updated 2026-08-11
- $141K
- Total assets
- 1
- Participants
- 8th
- Percentile by assets
- $140,546
- Avg per participant
Official DOL plan name: Ramon Ortiz Llavona Retirement Plan · Sponsored by Ramon Ortiz Llavona · Puerto Rico · Healthcare & Social Assistance
$141K in assets, 1 participants
Ramon Ortiz Llavona's Ramon Ortiz Llavona Retirement Plan reported $141K in total assets and 1 participant 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)
- #954 in Healthcare & Social Assistance (16,916 peers)
Ramon Ortiz Llavona multi-year trail
Ramon Ortiz Llavona's plans moved -19.7% in assets from 2022 to 2024; this filing shows Ramon Ortiz Llavona Retirement Plan at $141K / 1 participant.
- $141K
- total plan assets (2024 EOY)
- 1
- covered participants
- 8th
- percentile by assets (of 123,622 plans)
- $140,546
- avg assets per participant
Where Ramon Ortiz Llavona Retirement Plan sits by total assets
Ramon Ortiz Llavona Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$140,546 8th percentile higher than 8% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ramon Ortiz Llavona Retirement Plan reported net income rose from -$41K in the plan year 2023 filing to $6K in the plan year 2024 filing.
- Ramon Ortiz Llavona Retirement Plan end-of-year assets rose from $134K in the plan year 2023 filing to $141K in the plan year 2024 filing.
Ramon Ortiz Llavona across 3 plan years on file
Across the 3 plan years Ramon Ortiz Llavona has on file (2022-2024), sponsor-wide plan assets have moved from $175K to $141K, a decline of 19.7%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2022 ($175K); trough: 2023 ($134K).
Ramon Ortiz Llavona multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $175K |
| 2023 | 1 | 1 | $134K |
| 2024 | 1 | 1 | $141K |
Ramon Ortiz Llavona filing trail (2024)
| Total Assets (Beginning of Year) | $134K |
|---|---|
| Net Assets (End of Year) | $141K |
| Net Income | $6K |
| Employer EIN | 660519431 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Ramon Ortiz Llavona 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 Ramon Ortiz Llavona Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Ramon Ortiz Llavona Retirement Plan assets move in 2024? ▼
How have Ramon Ortiz Llavona plan assets changed over time? ▼
Where does Ramon Ortiz Llavona Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Ramon Ortiz Llavona Retirement Plan? ▼
Next read for Ramon Ortiz Llavona Retirement Plan
Multi-year trail
Ways to act on Ramon Ortiz Llavona Retirement Plan's numbers.
- By total assets, Ramon Ortiz Llavona 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
- Ramon Ortiz Llavona's sponsor-wide assets have declined 19.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans