Money Purchase · DOL Form 5500 · 2024

Roberto Vazquez Ramos Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
33rd
Percentile by assets National rank
$343,930
Avg per participant High balance/head
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Official DOL plan name: Roberto Vazquez Ramos Retirement Plan · Sponsored by Roberto Vazquez Ramos · Puerto Rico · Healthcare & Social Assistance

$3M in assets, 8 participants

Roberto Vazquez Ramos's Roberto Vazquez Ramos Retirement Plan reported $3M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,547 in Healthcare & Social Assistance (16,916 peers)

Roberto Vazquez Ramos multi-year trail

Roberto Vazquez Ramos's plans moved +28.5% in assets from 2022 to 2024; this filing shows Roberto Vazquez Ramos Retirement Plan at $3M / 8 participants.

#5,547
in Healthcare & Social Assistance (16,916 peers)
+9.3%
assets growth YoY

Roberto Vazquez Ramos Retirement Plan among the smaller filed plans by assets

Roberto Vazquez Ramos Retirement Plan vs every filed plan by assets

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

$2,751,442 33rd percentile higher than 33% 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

Roberto Vazquez Ramos 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. Roberto Vazquez Ramos Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roberto Vazquez Ramos Retirement Plan reported net income fell from $375K in the plan year 2023 filing to $235K in the plan year 2024 filing.
  • Roberto Vazquez Ramos Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660461831 · Roberto Vazquez Ramos PY 2024 · Money Purchase

Roberto Vazquez Ramos Retirement Plan · $3M · 8 · 33rd

  • EIN $3M
  • RANK 8
  • PHOTO 33rd
  • IND Money Purchase
  • EOY near Michael C Menyhart Ltd 401(k) Profit Sharing Plan
  • 5500 ind #5547

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 →

Roberto Vazquez Ramos Retirement Plan in the asset neighbourhood

Objective Marketing Inc Profit Sharing PlanObjective Marketing Inc Prof…$3MRoberto Vazquez Ramos Retirement PlanRoberto Vazquez Ramos Retire…$3MMichael C Menyhart Ltd 401(k) Profit Sharing PlanMichael C Menyhart Ltd 401(k…$3MJohn P Mclaughlin Dds & Frank L Hoffman Dmd Money Purchase Pension PlanJohn P Mclaughlin Dds & Fran…$3MLawrence-Lynch Corp. Pension PlanLawrence-Lynch Corp. Pension…$3M
End-of-year total assets ($M) among Roberto Vazquez Ramos Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Roberto Vazquez Ramos multi-year asset trail

Sponsor-wide plan assets over time

All Roberto Vazquez Ramos plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.45404642277235% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.14M $2.75M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 8 $3M
2024 1 8 $3M

Roberto Vazquez Ramos filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$235K
Employer EIN660461831
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Roberto Vazquez Ramos Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 2345678 Total assets ($M) Participants Roberto Vazquez Ramos Retirement Plan, Total assets ($M): 2.751442 · Participants: 8Roberto Vazquez Ramos 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
Roberto Vazquez Ramos Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Roberto Vazquez Ramos Retirement Plan side-by-side with 3 peers →

Roberto Vazquez Ramos Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Michael C Menyhart Ltd 401(k) Profit Sharing Plan in IL ($3M); by covered participants it is Kappa North America, Inc. Money Purchase Pension in TX (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Roberto Vazquez Ramos Retirement Plan assets move in 2024? ▼
Roberto Vazquez Ramos Retirement Plan grew at a solid clip - up 9.3% during 2024, from $3M to $3M. Reported net income was $235K.
How have Roberto Vazquez Ramos plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberto Vazquez Ramos's sponsor-wide assets grew 28.5%, from $2M to $3M.
Which Money Purchase plans are similar in size to Roberto Vazquez Ramos Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Michael C Menyhart Ltd 401(k) Profit Sharing Plan in IL ($3M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Roberto Vazquez Ramos Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Kappa North America, Inc. Money Purchase Pension in TX (8 participants, $671K 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 660461831.

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.