Money Purchase · DOL Form 5500 · 2024

Julio Gonzalez Money Purchase Plan

Data updated 2026-08-25

$421K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$210,609
Avg per participant Above avg balance/head
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Official DOL plan name: Julio Gonzalez Medical Office Employees Target Benefit Pension Plan · Sponsored by Julio Gonzalez · Puerto Rico · Healthcare & Social Assistance

$421K in assets, 2 participants

Julio Gonzalez's Julio Gonzalez Medical Office Employees Target Benefit Pension Plan reported $421K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,980 in Healthcare & Social Assistance (16,916 peers)

Julio Gonzalez multi-year trail

Julio Gonzalez's plans moved -42.8% in assets from 2022 to 2024; this filing shows Julio Gonzalez Medical Office Employees Target Benefit Pension Plan at $421K / 2 participants.

#1,980
in Healthcare & Social Assistance (16,916 peers)
+0.9%
assets growth YoY

Julio Gonzalez Medical Office Employees Target Benefit Pension Plan among the smaller filed plans by assets

Julio Gonzalez Medical Office Employees Target Benefit Pension Plan vs every filed plan by assets

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

$421,218 16th percentile higher than 16% 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

Julio Gonzalez Medical Office Employees Target Benefit Pension 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. Julio Gonzalez Medical Office Employees Target Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Julio Gonzalez Medical Office Employees Target Benefit Pension Plan reported net income fell from $8K in the plan year 2022 filing to $4K in the plan year 2024 filing.
  • Julio Gonzalez Medical Office Employees Target Benefit Pension Plan end-of-year assets fell from $737K in the plan year 2022 filing to $421K in the plan year 2024 filing.

See the national 2022→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660455648 · Julio Gonzalez PY 2024 · Money Purchase

Julio Gonzalez Medical Office Employees Target Benefit Pension Plan · $421K · 2 · 16th

  • EOY $421K
  • 5500 2
  • ASSETS 16th
  • PCT Money Purchase
  • EIN near Psychological Associates of Il Pension Plan
  • RANK ind #1980

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 →

Julio Gonzalez Medical Office Employees Target Benefit Pension Plan in the asset neighbourhood

Psychological Associates of Il Pension PlanPsychological Associates of …$426KZmax Mortgage Corp Profit Sharing PlanZmax Mortgage Corp Profit Sh…$431KAmerican Association of University Professors - Uconn Chapter Money Purchase PlanAmerican Association of Univ…$434KJulio Gonzalez Medical Office Employees Target Benefit Pension PlanJulio Gonzalez Medical Offic…$421KJames C Lisak, Md Keogh Money Purchase PlanJames C Lisak, Md Keogh Mone…$415K
End-of-year total assets ($M) among Julio Gonzalez Medical Office Employees Target Benefit Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Julio Gonzalez multi-year asset trail

Sponsor-wide plan assets over time

All Julio Gonzalez plans reported in each filing year

Latest sponsor-wide plan assets
$421K 42.81272783307244% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 20222024 $0.74M $0.42M ▼ -43.2%
Year Plans Participants Total Assets
2022 1 2 $737K
2024 1 2 $421K

Julio Gonzalez filing trail (2024)

Total Assets (Beginning of Year)$417K
Net Assets (End of Year)$421K
Net Income$4K
Employer EIN660455648
Plan Effective Date1989-12-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Julio Gonzalez Medical Office Employees Target Benefit Pension Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Julio Gonzalez Medical Office Employees Target Benefit Pension Plan, Total assets ($M): 0.421218 · Participants: 2Julio Gonzalez Medical Office Employees Target Benefit Pension 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
Julio Gonzalez Medical Office Employees Target Benefit Pension Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Julio Gonzalez Medical Office Employees Target Benefit Pension Plan side-by-side with 3 peers →

Julio Gonzalez Medical Office Employees Target Benefit Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Psychological Associates of Il Pension Plan in IL ($426K); 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 Julio Gonzalez Medical Office Employees Target Benefit Pension Plan assets move in 2024? ▼
Julio Gonzalez Medical Office Employees Target Benefit Pension Plan held essentially flat - up 0.9% during 2024, from $417K to $421K. Reported net income was $4K.
How have Julio Gonzalez plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Julio Gonzalez's sponsor-wide assets declined 42.8%, from $737K to $421K.
Where does Julio Gonzalez Medical Office Employees Target Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Julio Gonzalez Medical Office Employees Target Benefit Pension Plan ranks in the 16th 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 Julio Gonzalez Medical Office Employees Target Benefit Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Psychological Associates of Il Pension Plan in IL ($426K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Julio Gonzalez Medical Office Employees Target Benefit Pension 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 660455648.

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.