Money Purchase · DOL Form 5500 · 2024

Rosanna Ramos Martell Money Purchase Plan

Data updated 2026-08-11

$172K
Total assets
4
Participants
9th
Percentile by assets
$43,041
Avg per participant
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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.

  • 9th percentile by assets (of 123,622 plans)
  • #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.

$172K
total plan assets (2024 EOY)
4
covered participants
9th
percentile by assets (of 123,622 plans)
$43,041
avg assets per participant

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 →

Rosanna Ramos Martell across 3 plan years on file

Across the 3 plan years Rosanna Ramos Martell has on file (2022-2024), sponsor-wide plan assets have moved from $67K to $172K, a gain of 158.4%, while reported participants moved from 3 to 4 (+33.3%). Peak year by sponsor assets: 2024 ($172K); trough: 2022 ($67K).

Rosanna Ramos Martell multi-year asset trail

$0.05M$0.1M$0.15M$0.2M 202220232024 $0.07M $0.17M ▲ +142.9%
Total plan assets by year, all Rosanna Ramos Martell plans on file
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

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 …Colegio Marista Mone…Jimenez, Graffam & L…Duenas Trailers Rent…Programa Head Start …Gustavo Antonio Hern…
Imanaith Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Imanaith Retirement Plan by total assets, not by location.

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).

Multi-year trail

Ways to act on Imanaith Retirement Plan's numbers.