Money Purchase · DOL Form 5500 · 2024

Ramon Ortiz Llavona Money Purchase Plan

Data updated 2026-08-25

$141K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$140,546
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#954
in Healthcare & Social Assistance (16,916 peers)
+4.8%
assets growth YoY

Ramon Ortiz Llavona Retirement Plan among the smaller filed plans by 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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Ramon Ortiz Llavona Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ramon Ortiz Llavona Retirement Plan is a micro filing (1 participant), the leftmost band.

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660519431 · Ramon Ortiz Llavona PY 2024 · Money Purchase

Ramon Ortiz Llavona Retirement Plan · $141K · 1 · 8th

  • BOOK $141K
  • VS-ST 1
  • BOY 8th
  • SCH Money Purchase
  • EBSA near State Shorthand Reporting Retirement Plan
  • PART ind #954

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 →

Ramon Ortiz Llavona Retirement Plan in the asset neighbourhood

Ramon Ortiz Llavona Retirement PlanRamon Ortiz Llavona Retireme…$141KState Shorthand Reporting Retirement PlanState Shorthand Reporting Re…$141KRetirement Plan of Seward Prosser Mellon 1965 TrustRetirement Plan of Seward Pr…$136KRobert E Black Money Purchase PlanRobert E Black Money Purchas…$136KRetirement Plan of Richard P. Mellon 1965 TrustRetirement Plan of Richard P…$135K
End-of-year total assets ($M) among Ramon Ortiz Llavona Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Ramon Ortiz Llavona multi-year asset trail

Sponsor-wide plan assets over time

All Ramon Ortiz Llavona plans reported in each filing year

Latest sponsor-wide plan assets
$141K 19.688% vs 2022
2024 filing year
$0.12M$0.14M$0.16M$0.18M$0.2M 202220232024 $0.18M $0.14M ▼ -22.2%
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 EIN660519431
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Ramon Ortiz Llavona Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Ramon Ortiz Llavona Retirement Plan, Total assets ($M): 0.140546 · Participants: 1Ramon Ortiz Llavona Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 7.091851 · Participants: 180Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.421253 · Participants: 26Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 5.314325 · Participants: 78Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 4.820148 · Participants: 349Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustGustavo Antonio Hernandez Maldonado Retirement Plan, Total assets ($M): 3.591599 · Participants: 6Gustavo Antonio Hernandez Maldonado Retirement Plan
Ramon Ortiz Llavona Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Ramon Ortiz Llavona Retirement Plan side-by-side with 3 peers →

Ramon Ortiz Llavona Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is State Shorthand Reporting Retirement Plan in NJ ($141K); by covered participants it is Robert Duane Ralston Pension Plan in IL (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ramon Ortiz Llavona Retirement Plan assets move in 2024? ▼
Ramon Ortiz Llavona Retirement Plan edged up modestly - up 4.8% during 2024, from $134K to $141K. Reported net income was $6K.
How have Ramon Ortiz Llavona plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ramon Ortiz Llavona's sponsor-wide assets declined 19.7%, from $175K to $141K.
Where does Ramon Ortiz Llavona Retirement Plan rank by assets among Form 5500 filers? ▼
Ramon Ortiz Llavona Retirement 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 Ramon Ortiz Llavona Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is State Shorthand Reporting Retirement Plan in NJ ($141K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Ramon Ortiz Llavona Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Robert Duane Ralston Pension Plan in IL (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660519431.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.