Money Purchase · DOL Form 5500 · 2024

Ivette Rosario Money Purchase Plan

Data updated 2026-08-25

$229K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$114,438
Avg per participant Below avg balance/head
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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.

  • #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.

#1,342
in Healthcare & Social Assistance (16,916 peers)
+7.8%
assets growth YoY

Dra. Ivette Rosario Robles Retirement Plan among the smaller filed plans by assets

Dra. Ivette Rosario Robles Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$228,875 11th percentile higher than 11% 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

Dra. Ivette Rosario Robles 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. Dra. Ivette Rosario Robles Retirement Plan is a micro filing (2 participants), the leftmost band.

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660606429 · Ivette Rosario PY 2024 · Money Purchase

Dra. Ivette Rosario Robles Retirement Plan · $229K · 2 · 11th

  • BOY $229K
  • SCH 2
  • EBSA 11th
  • PART Money Purchase
  • TYPE near Dr. Victor Rodriguez Venegas Retirement Plan Trust
  • NET ind #1342

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 Florida →

Dra. Ivette Rosario Robles Retirement Plan in the asset neighbourhood

Dra. Ivette Rosario Robles Retirement PlanDra. Ivette Rosario Robles R…$229KDr. Victor Rodriguez Venegas Retirement Plan TrustDr. Victor Rodriguez Venegas…$227KLuis T. Gandia Mantaras Retirement PlanLuis T. Gandia Mantaras Reti…$224KLozada Amill Retirement Plan$221KDr. Francisco Garcia Cortes Retirement PlanDr. Francisco Garcia Cortes …$221K
End-of-year total assets ($M) among Dra. Ivette Rosario Robles Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Ivette Rosario multi-year asset trail

Sponsor-wide plan assets over time

All Ivette Rosario plans reported in each filing year

Latest sponsor-wide plan assets
$229K 16.59925009679457% vs 2022
2024 filing year
$0.19M$0.2M$0.21M$0.22M$0.23M$0.24M 202220232024 $0.2M $0.23M ▲ +15.0%
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 EIN660606429
Plan Effective Date2011-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants Dra. Ivette Rosario Robles Retirement Plan, Total assets ($M): 0.228875 · Participants: 2Dra. Ivette Rosario Robles Retirement PlanElliott Money Purchase Pension Plan, Total assets ($M): 457.469447 · Participants: 494Elliott Money Purchase Pension PlanSouthern States Savings & Retirement Plan Trust, Total assets ($M): 192.89028 · Participants: 13122Southern States Savings & Retirement Plan TrustCarolina Electrical Workers Retirement Fund, Total assets ($M): 154.004482 · Participants: 6154Carolina Electrical Workers Retirement FundNECA-IBEW 177 Pension Fund, Total assets ($M): 143.90263 · Participants: 1412NECA-IBEW 177 Pension FundLifelink Foundation, Inc. Retirement Plan, Total assets ($M): 99.089055 · Participants: 471Lifelink Foundation, Inc. Retirement Plan
Dra. Ivette Rosario Robles Retirement Plan vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare Dra. Ivette Rosario Robles Retirement Plan side-by-side with 3 peers →

Dra. Ivette Rosario Robles Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is Dr. Victor Rodriguez Venegas Retirement Plan Trust in PR ($227K); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); 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 Dra. Ivette Rosario Robles Retirement Plan assets move in 2024? ▼
Dra. Ivette Rosario Robles Retirement Plan grew at a solid clip - up 7.8% during 2024, from $212K to $229K. Reported net income was $17K.
How have Ivette Rosario plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivette Rosario's sponsor-wide assets grew 16.6%, from $196K to $229K.
Where does Dra. Ivette Rosario Robles Retirement Plan rank by assets among Form 5500 filers? ▼
Dra. Ivette Rosario Robles Retirement Plan ranks in the 11th 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 Dra. Ivette Rosario Robles Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Dr. Victor Rodriguez Venegas Retirement Plan Trust in PR ($227K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Dra. Ivette Rosario Robles Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants, 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 660606429.

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.