Money Purchase · DOL Form 5500 · 2024
Jorge Orlando Roman Vale Money Purchase Plan
Data updated 2026-08-11
- $271K
- Total assets
- 3
- Participants
- 13th
- Percentile by assets
- $90,226
- Avg per participant
Official DOL plan name: Jorge Orlando Roman Vale Retirement Plan · Sponsored by Jorge Orlando Roman Vale · Puerto Rico · Professional & Technical Services
$271K in assets, 3 participants
Jorge Orlando Roman Vale's Jorge Orlando Roman Vale Retirement Plan reported $271K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- 13th percentile by assets (of 123,622 plans)
- #2,028 in Professional & Technical Services (20,173 peers)
Jorge Orlando Roman Vale multi-year trail
Jorge Orlando Roman Vale's plans moved +27.2% in assets from 2022 to 2024; this filing shows Jorge Orlando Roman Vale Retirement Plan at $271K / 3 participants.
- $271K
- total plan assets (2024 EOY)
- 3
- covered participants
- 13th
- percentile by assets (of 123,622 plans)
- $90,226
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jorge Orlando Roman Vale Retirement Plan reported net income fell from $32K in the plan year 2023 filing to $26K in the plan year 2024 filing.
- Jorge Orlando Roman Vale Retirement Plan end-of-year assets rose from $245K in the plan year 2023 filing to $271K in the plan year 2024 filing.
Jorge Orlando Roman Vale across 3 plan years on file
Across the 3 plan years Jorge Orlando Roman Vale has on file (2022-2024), sponsor-wide plan assets have moved from $213K to $271K, a gain of 27.2%, while reported participants moved from 3 to 3 (+0.0%). Peak year by sponsor assets: 2024 ($271K); trough: 2022 ($213K).
Jorge Orlando Roman Vale multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $213K |
| 2023 | 1 | 3 | $245K |
| 2024 | 1 | 3 | $271K |
Jorge Orlando Roman Vale filing trail (2024)
| Total Assets (Beginning of Year) | $245K |
|---|---|
| Net Assets (End of Year) | $271K |
| Net Income | $26K |
| Employer EIN | 660913010 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
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Jorge Orlando Roman Vale Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
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Frequently Asked Questions
How did Jorge Orlando Roman Vale Retirement Plan assets move in 2024? ▼
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Next read for Jorge Orlando Roman Vale Retirement Plan
Multi-year trail
Ways to act on Jorge Orlando Roman Vale Retirement Plan's numbers.
- By total assets, Jorge Orlando Roman Vale Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Jorge Orlando Roman Vale's sponsor-wide assets have grown 27.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans