Money Purchase · DOL Form 5500 · 2024

Jose R. Rodriguez Santiago Money Purchase Plan

Data updated 2026-08-25

$296K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$148,223
Avg per participant Above avg balance/head
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Official DOL plan name: Jose R Rodriguez Santiago Retirement Plan · Sponsored by Jose R. Rodriguez Santiago · Puerto Rico · Healthcare & Social Assistance

$296K in assets, 2 participants

Jose R. Rodriguez Santiago's Jose R Rodriguez Santiago Retirement Plan reported $296K in total assets and 2 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.

  • #1,586 in Healthcare & Social Assistance (16,916 peers)

Jose R. Rodriguez Santiago multi-year trail

Jose R. Rodriguez Santiago's plans moved +10.1% in assets from 2022 to 2024; this filing shows Jose R Rodriguez Santiago Retirement Plan at $296K / 2 participants.

#1,586
in Healthcare & Social Assistance (16,916 peers)
+0.0%
assets growth YoY

Jose R Rodriguez Santiago Retirement Plan among the smaller filed plans by assets

Jose R Rodriguez Santiago Retirement Plan vs every filed plan by assets

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

$296,446 13th percentile higher than 13% 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

Jose R Rodriguez Santiago 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. Jose R Rodriguez Santiago Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 660445900 · Jose R. Rodriguez Santiago PY 2024 · Money Purchase

Jose R Rodriguez Santiago Retirement Plan · $296K · 2 · 13th

  • EBSA $296K
  • PART 2
  • TYPE 13th
  • NET Money Purchase
  • BOOK near Thomas W Goggin Md PC Money Purchase Pension Plan
  • VS-ST ind #1586

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 →

Jose R Rodriguez Santiago Retirement Plan in the asset neighbourhood

Cohen, Frankel & Ruggiero LLP-Money Purchase PlanCohen, Frankel & Ruggiero LL…$306KJose R Rodriguez Santiago Retirement PlanJose R Rodriguez Santiago Re…$296KCi Capital Partners, LLC Money Purchase PlanCi Capital Partners, LLC Mon…$304KSteven R. Goldberg, Esq. Money Purchase PlanSteven R. Goldberg, Esq. Mon…$305KThomas W Goggin Md PC Money Purchase Pension PlanThomas W Goggin Md PC Money …$293K
End-of-year total assets ($M) among Jose R Rodriguez Santiago Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Jose R. Rodriguez Santiago multi-year asset trail

Sponsor-wide plan assets over time

All Jose R. Rodriguez Santiago plans reported in each filing year

Latest sponsor-wide plan assets
$296K 10.106375076141378% vs 2022
2024 filing year
$0.26M$0.27M$0.28M$0.29M$0.3M$0.31M 202220232024 $0.27M $0.3M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 2 $269K
2023 1 2 $296K
2024 1 2 $296K

Jose R. Rodriguez Santiago filing trail (2024)

Total Assets (Beginning of Year)$296K
Net Assets (End of Year)$218K
Employer EIN660445900
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Jose R Rodriguez Santiago Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Jose R Rodriguez Santiago Retirement Plan, Total assets ($M): 0.296446 · Participants: 2Jose R Rodriguez Santiago 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
Jose R Rodriguez Santiago Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Jose R Rodriguez Santiago Retirement Plan side-by-side with 3 peers →

Jose R Rodriguez Santiago Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Thomas W Goggin Md PC Money Purchase Pension Plan in GA ($293K); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Jose R Rodriguez Santiago Retirement Plan assets move in 2024? ▼
Jose R Rodriguez Santiago Retirement Plan held essentially flat - up 0.0% during 2024, from $296K to $296K.
How have Jose R. Rodriguez Santiago plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose R. Rodriguez Santiago's sponsor-wide assets grew 10.1%, from $269K to $296K.
Where does Jose R Rodriguez Santiago Retirement Plan rank by assets among Form 5500 filers? ▼
Jose R Rodriguez Santiago Retirement Plan ranks in the 13th 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 Jose R Rodriguez Santiago Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Thomas W Goggin Md PC Money Purchase Pension Plan in GA ($293K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Jose R Rodriguez Santiago Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants, N/A 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 660445900.

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.