Money Purchase · DOL Form 5500 · 2024

Farmacia Sonia Jd Inc Money Purchase Plan

Data updated 2026-08-25

$70K
Total assets Small plan by assets
11
Participants Small participant base
5th
Percentile by assets National rank
$6,392
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fsi Retirement Plan · Sponsored by Farmacia Sonia Jd Inc · Puerto Rico · Retail Trade

$70K in assets, 11 participants

Farmacia Sonia Jd Inc's Fsi Retirement Plan reported $70K in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #597 in Retail Trade (8,048 peers)

Farmacia Sonia Jd Inc multi-year trail

Farmacia Sonia Jd Inc's plans moved +95.5% in assets from 2022 to 2024; this filing shows Fsi Retirement Plan at $70K / 11 participants.

#597
in Retail Trade (8,048 peers)
+28.4%
assets growth YoY

Fsi Retirement Plan among the smaller filed plans by assets

Fsi Retirement Plan vs every filed plan by assets

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

$70,307 5th percentile higher than 5% 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

Fsi Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fsi Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fsi Retirement Plan reported participants rose from 6 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Fsi Retirement Plan end-of-year assets rose from $55K in the plan year 2023 filing to $70K in the plan year 2024 filing.
  • Fsi Retirement Plan reported net income fell from $19K in the plan year 2023 filing to $16K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660817913 · Farmacia Sonia Jd Inc PY 2024 · Money Purchase

Fsi Retirement Plan · $70K · 11 · 5th

  • NET $70K
  • BOOK 11
  • VS-ST 5th
  • BOY Money Purchase
  • SCH near Moslowski Brothers Inc Pension Plan
  • EBSA ind #597

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 Retail Trade retirement plans → · Plans in Puerto Rico →

Fsi Retirement Plan in the asset neighbourhood

Fsi Retirement Plan$70KMoslowski Brothers Inc Pension PlanMoslowski Brothers Inc Pensi…$69KDr. Cornel Jeansonne Money Purchase Pension PlanDr. Cornel Jeansonne Money P…$74KCooper, Hill and Lecroix Vip Plus 401(k) PlanCooper, Hill and Lecroix Vip…$64KShenango Valley Urban League, Inc. Money Purchase Pension PlanShenango Valley Urban League…$62K
End-of-year total assets ($M) among Fsi Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Farmacia Sonia Jd Inc multi-year asset trail

Sponsor-wide plan assets over time

All Farmacia Sonia Jd Inc plans reported in each filing year

Latest sponsor-wide plan assets
$70K 95.50902366452546% vs 2022
2024 filing year
$0.03M$0.04M$0.05M$0.06M$0.07M$0.08M 202220232024 $0.04M $0.07M ▲ +75.0%
Year Plans Participants Total Assets
2022 1 6 $36K
2023 1 6 $55K
2024 1 11 $70K

Farmacia Sonia Jd Inc filing trail (2024)

Total Assets (Beginning of Year)$55K
Net Assets (End of Year)$70K
Net Income$16K
Employer EIN660817913
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Fsi Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Fsi Retirement Plan, Total assets ($M): 0.070307 · Participants: 11Fsi 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
Fsi Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

Fsi Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Moslowski Brothers Inc Pension Plan in NJ ($69K); by covered participants it is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (11 participants). Same-state nearby plans are listed separately above.

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 Fsi Retirement Plan assets move in 2024?
Fsi Retirement Plan grew sharply - up 28.4% during 2024, from $55K to $70K. Reported net income was $16K.
How have Farmacia Sonia Jd Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Farmacia Sonia Jd Inc's sponsor-wide assets grew 95.5%, from $36K to $70K.
Where does Fsi Retirement Plan rank by assets among Form 5500 filers?
Fsi Retirement Plan ranks in the 5th 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 Fsi Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is Moslowski Brothers Inc Pension Plan in NJ ($69K, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Fsi Retirement Plan?
Among Money Purchase plans in other states, the closest by covered participants is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (11 participants, $4M in assets).