Money Purchase · DOL Form 5500 · 2024
Benitez Optical Services, Inc. Money Purchase Plan
Data updated 2026-08-25
- $195K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $64,847
- Avg per participant Low balance/head
Official DOL plan name: Benitez Optical Services, Inc Profit Sharing Plan · Sponsored by Benitez Optical Services, Inc. · Puerto Rico · Healthcare & Social Assistance
$195K in assets, 3 participants
Benitez Optical Services, Inc.'s Benitez Optical Services, Inc Profit Sharing Plan reported $195K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- #1,197 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Benitez Optical Services, Inc Profit Sharing Plan grew at a solid clip 8.7% in 2024 ($179K → $195K) for 3 participants.
- #1,197
- in Healthcare & Social Assistance (16,916 peers)
- +8.7%
- assets growth YoY
Benitez Optical Services, Inc Profit Sharing Plan among the smaller filed plans by assets
Benitez Optical Services, Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$194,540 10th percentile higher than 10% 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
Benitez Optical Services, Inc Profit Sharing 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. Benitez Optical Services, Inc Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Benitez Optical Services, Inc Profit Sharing Plan reported net income rose from -$6K in the plan year 2023 filing to $16K in the plan year 2024 filing.
- Benitez Optical Services, Inc Profit Sharing Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Benitez Optical Services, Inc Profit Sharing Plan end-of-year assets rose from $179K in the plan year 2023 filing to $195K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 660467316 · Benitez Optical Services, Inc. PY 2024 · Money Purchase
Benitez Optical Services, Inc Profit Sharing Plan · $195K · 3 · 10th
- SCH $195K
- SCH 3
- SCH 10th
- SCH Money Purchase
- SCH near Leland Cox, M.D., Inc. Money Purchase Pension Plan
- SCH ind #1197
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 →
Benitez Optical Services, Inc Profit Sharing Plan in the asset neighbourhood
Benitez Optical Services, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Benitez Optical Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $195K 3.5949922519423394% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $188K |
| 2023 | 1 | 4 | $179K |
| 2024 | 1 | 3 | $195K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $179K |
|---|---|
| Net Assets (End of Year) | $195K |
| Net Income | $16K |
| Employer EIN | 660467316 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Benitez Optical Services, Inc Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Leland Cox, M.D., Inc. Money Purchase Pension Plan in CA ($202K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($195K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- Jim G. Taylor, O.D., P.C. Profit Sharing Plan (TN) 3 · 0 off
- Software Plus Money Purchase (MI) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.