Money Purchase · DOL Form 5500 · 2024

Rosanna Ramos Martell Money Purchase Plan

Data updated 2026-08-25

$172K
Total assets Small plan by assets
4
Participants Small participant base
9th
Percentile by assets National rank
$43,041
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Imanaith Retirement Plan · Sponsored by Rosanna Ramos Martell · Puerto Rico · Healthcare & Social Assistance

$172K in assets, 4 participants

Rosanna Ramos Martell's Imanaith Retirement Plan reported $172K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,099 in Healthcare & Social Assistance (16,916 peers)

Rosanna Ramos Martell multi-year trail

Rosanna Ramos Martell's plans moved +158.4% in assets from 2022 to 2024; this filing shows Imanaith Retirement Plan at $172K / 4 participants.

#1,099
in Healthcare & Social Assistance (16,916 peers)
+25.7%
assets growth YoY

Imanaith Retirement Plan among the smaller filed plans by assets

Imanaith Retirement Plan vs every filed plan by assets

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

$172,163 9th percentile higher than 9% 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

Imanaith 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. Imanaith Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Imanaith Retirement Plan reported net income fell from $70K in the plan year 2023 filing to $35K in the plan year 2024 filing.
  • Imanaith Retirement Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Imanaith Retirement Plan end-of-year assets rose from $137K in the plan year 2023 filing to $172K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660843196 · Rosanna Ramos Martell PY 2024 · Money Purchase

Imanaith Retirement Plan · $172K · 4 · 9th

  • BOOK $172K
  • VS-ST 4
  • BOY 9th
  • SCH Money Purchase
  • EBSA near Coan Equipment of Nevada Money Purchase Pension Plan
  • PART ind #1099

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 →

Imanaith Retirement Plan in the asset neighbourhood

Retirement Plan of Armour N. Mellon Separate Trust No. 1Retirement Plan of Armour N.…$175KImanaith Retirement Plan$172KCoan Equipment of Nevada Money Purchase Pension PlanCoan Equipment of Nevada Mon…$170KDelta Pilots Defined Contribution PlanDelta Pilots Defined Contrib…$168KHenney Wealth Management, Inc. Money Purchase PlanHenney Wealth Management, In…$167K
End-of-year total assets ($M) among Imanaith Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Rosanna Ramos Martell multi-year asset trail

Sponsor-wide plan assets over time

All Rosanna Ramos Martell plans reported in each filing year

Latest sponsor-wide plan assets
$172K 158.4292769330071% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.07M $0.17M ▲ +142.9%
Year Plans Participants Total Assets
2022 1 3 $67K
2023 1 3 $137K
2024 1 4 $172K

Rosanna Ramos Martell filing trail (2024)

Total Assets (Beginning of Year)$137K
Net Assets (End of Year)$172K
Net Income$35K
Employer EIN660843196
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Imanaith Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Imanaith Retirement Plan, Total assets ($M): 0.172163 · Participants: 4Imanaith 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
Imanaith Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Imanaith Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest Money Purchase by assets is Coan Equipment of Nevada Money Purchase Pension Plan in NV ($170K); by covered participants it is Linas a Sidrys Md in IL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Imanaith Retirement Plan assets move in 2024? ▼
Imanaith Retirement Plan grew sharply - up 25.7% during 2024, from $137K to $172K. Reported net income was $35K.
How have Rosanna Ramos Martell plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosanna Ramos Martell's sponsor-wide assets grew 158.4%, from $67K to $172K.
Where does Imanaith Retirement Plan rank by assets among Form 5500 filers? ▼
Imanaith Retirement Plan ranks in the 9th 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 Imanaith Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Coan Equipment of Nevada Money Purchase Pension Plan in NV ($170K, 6 participants).
Which Money Purchase plans cover a similar participant headcount to Imanaith Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Linas a Sidrys Md in IL (4 participants, $6M 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 660843196.

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.