Money Purchase · DOL Form 5500 · 2024
Ivette Rosario Money Purchase Plan
Data updated 2026-08-11
- $229K
- Total assets
- 2
- Participants
- 11th
- Percentile by assets
- $114,438
- Avg per participant
Official DOL plan name: Dra. Ivette Rosario Robles Retirement Plan · Sponsored by Ivette Rosario · Florida · Healthcare & Social Assistance
$229K in assets, 2 participants
Ivette Rosario's Dra. Ivette Rosario Robles Retirement Plan reported $229K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- 11th percentile by assets (of 123,622 plans)
- #1,342 in Healthcare & Social Assistance (16,916 peers)
Ivette Rosario multi-year trail
Ivette Rosario's plans moved +16.6% in assets from 2022 to 2024; this filing shows Dra. Ivette Rosario Robles Retirement Plan at $229K / 2 participants.
- $229K
- total plan assets (2024 EOY)
- 2
- covered participants
- 11th
- percentile by assets (of 123,622 plans)
- $114,438
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dra. Ivette Rosario Robles Retirement Plan end-of-year assets rose from $212K in the plan year 2023 filing to $229K in the plan year 2024 filing.
Ivette Rosario across 3 plan years on file
Across the 3 plan years Ivette Rosario has on file (2022-2024), sponsor-wide plan assets have moved from $196K to $229K, a gain of 16.6%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($229K); trough: 2022 ($196K).
Ivette Rosario multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $196K |
| 2023 | 1 | 2 | $212K |
| 2024 | 1 | 2 | $229K |
Ivette Rosario filing trail (2024)
| Total Assets (Beginning of Year) | $212K |
|---|---|
| Net Assets (End of Year) | $229K |
| Net Income | $17K |
| Employer EIN | 660606429 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Dra. Ivette Rosario Robles Retirement Plan vs. nearby Money Purchase plans in Florida, assets vs. participants
- Elliott Money Purchase Pension Plan $457M · 494
- Southern States Savings & Retirement Plan Trust $193M · 13,122
- Carolina Electrical Workers Retirement Fund $154M · 6,154
- NECA-IBEW 177 Pension Fund $144M · 1,412
- Lifelink Foundation, Inc. Retirement Plan $99M · 471
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Dra. Ivette Rosario Robles Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Dra. Ivette Rosario Robles Retirement Plan assets move in 2024? ▼
How have Ivette Rosario plan assets changed over time? ▼
Where does Dra. Ivette Rosario Robles Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Dra. Ivette Rosario Robles Retirement Plan? ▼
Next read for Dra. Ivette Rosario Robles Retirement Pl…
Multi-year trail
Ways to act on Dra. Ivette Rosario Robles Retirement Plan's numbers.
- By total assets, Dra. Ivette Rosario Robles 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 Florida. Compare plans
- Ivette Rosario's sponsor-wide assets have grown 16.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans