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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2023→2024 release diff →

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

Leland Cox, M.D., Inc. Money Purchase Pension PlanLeland Cox, M.D., Inc. Money…$202KMichael Lomenzo Cpa PC Money Purchase Plan Fidelity PlanMichael Lomenzo Cpa PC Money…$202KAmerican Commercial Carpentry Inc Money Purchase PlanAmerican Commercial Carpentr…$204KBenitez Optical Services, Inc Profit Sharing PlanBenitez Optical Services, In…$195KRichard C. Fortuna Dba Sea L.C. Money Purchase PlanRichard C. Fortuna Dba Sea L…$186K
End-of-year total assets ($M) among Benitez Optical Services, Inc Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

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
$0.18M$0.18M$0.19M$0.19M$0.2M 202220232024 $0.19M $0.19M ▲ +0.0%
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 EIN660467316
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Benitez Optical Services, Inc Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Benitez Optical Services, Inc Profit Sharing Plan, Total assets ($M): 0.19454 · Participants: 3Benitez Optical Services, Inc Profit Sharing 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
Benitez Optical Services, Inc Profit Sharing Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Benitez Optical Services, Inc Profit Sharing Plan assets move in 2024? ▼
Benitez Optical Services, Inc Profit Sharing Plan grew at a solid clip - up 8.7% during 2024, from $179K to $195K. Reported net income was $16K.
How have Benitez Optical Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benitez Optical Services, Inc.'s sponsor-wide assets grew 3.6%, from $188K to $195K.
Where does Benitez Optical Services, Inc Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Benitez Optical Services, Inc Profit Sharing Plan ranks in the 10th 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 Benitez Optical Services, Inc Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Leland Cox, M.D., Inc. Money Purchase Pension Plan in CA ($202K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Benitez Optical Services, Inc Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, N/A in assets).