Money Purchase · DOL Form 5500 · 2024

Jose R. Cumba Quiles Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
34th
Percentile by assets National rank
$589,339
Avg per participant High balance/head
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Official DOL plan name: Dr. Jose R. Cumba Retirement Plan · Sponsored by Jose R. Cumba Quiles · Puerto Rico · Healthcare & Social Assistance

$3M in assets, 5 participants

Jose R. Cumba Quiles's Dr. Jose R. Cumba Retirement Plan reported $3M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,741 in Healthcare & Social Assistance (16,916 peers)

Jose R. Cumba Quiles multi-year trail

Jose R. Cumba Quiles's plans moved -21.4% in assets from 2022 to 2024; this filing shows Dr. Jose R. Cumba Retirement Plan at $3M / 5 participants.

#5,741
in Healthcare & Social Assistance (16,916 peers)
-22.5%
assets change YoY

The plan reported a net loss of $856K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dr. Jose R. Cumba Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Dr. Jose R. Cumba Retirement Plan vs every filed plan by assets

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

$2,946,697 34th percentile higher than 34% 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

Dr. Jose R. Cumba 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. Dr. Jose R. Cumba Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dr. Jose R. Cumba Retirement Plan reported net income fell from $55K in the plan year 2023 filing to -$856K in the plan year 2024 filing.
  • Dr. Jose R. Cumba Retirement Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Dr. Jose R. Cumba Retirement Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 666042157 · Jose R. Cumba Quiles PY 2024 · Money Purchase

Dr. Jose R. Cumba Retirement Plan · $3M · 5 · 34th

  • ASSETS $3M
  • ASSETS 5
  • ASSETS 34th
  • ASSETS Money Purchase
  • ASSETS near Community Transportation Association of America, Inc. Pension Plan
  • ASSETS ind #5741

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 →

Dr. Jose R. Cumba Retirement Plan in the asset neighbourhood

University of Maryland Psychiatry Associates, P.a. Money Purchase Plan and TrustUniversity of Maryland Psych…$3MDr. Jose R. Cumba Retirement PlanDr. Jose R. Cumba Retirement…$3MCommunity Transportation Association of America, Inc. Pension PlanCommunity Transportation Ass…$3MLifelink Foundation, Inc. Retirement Plan for Puerto Rico EmployeesLifelink Foundation, Inc. Re…$3MMeenan Oil Savings Plan for Employees Who Are Members of Local #469Meenan Oil Savings Plan for …$3M
End-of-year total assets ($M) among Dr. Jose R. Cumba Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Jose R. Cumba Quiles multi-year asset trail

Sponsor-wide plan assets over time

All Jose R. Cumba Quiles plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.370566299540368% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.75M $2.95M ▼ -21.3%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $4M
2024 1 5 $3M

Jose R. Cumba Quiles filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$856K
Employer EIN666042157
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Dr. Jose R. Cumba Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 2345678 Total assets ($M) Participants Dr. Jose R. Cumba Retirement Plan, Total assets ($M): 2.946697 · Participants: 5Dr. Jose R. Cumba 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
Dr. Jose R. Cumba Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Dr. Jose R. Cumba Retirement Plan side-by-side with 3 peers →

Dr. Jose R. Cumba Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Community Transportation Association of America, Inc. Pension Plan in DC ($3M); by covered participants it is American Lawyers Company Pension Plan and Trust in OH (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Dr. Jose R. Cumba Retirement Plan assets move in 2024? ▼
Dr. Jose R. Cumba Retirement Plan declined sharply - down 22.5% during 2024, from $4M to $3M. Reported net income was -$856K.
How have Jose R. Cumba Quiles plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose R. Cumba Quiles's sponsor-wide assets declined 21.4%, from $4M to $3M.
Which Money Purchase plans are similar in size to Dr. Jose R. Cumba Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Community Transportation Association of America, Inc. Pension Plan in DC ($3M, 19 participants).
Which Money Purchase plans cover a similar participant headcount to Dr. Jose R. Cumba Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is American Lawyers Company Pension Plan and Trust in OH (5 participants, $4M 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 666042157.

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.