Money Purchase · DOL Form 5500 · 2024
Jose R. Rodriguez Santiago Money Purchase Plan
Data updated 2026-08-11
- $296K
- Total assets
- 2
- Participants
- 13th
- Percentile by assets
- $148,223
- Avg per participant
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.
- 13th percentile by assets (of 123,622 plans)
- #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.
- $296K
- total plan assets (2024 EOY)
- 2
- covered participants
- 13th
- percentile by assets (of 123,622 plans)
- $148,223
- avg assets per participant
Jose R. Rodriguez Santiago across 3 plan years on file
Across the 3 plan years Jose R. Rodriguez Santiago has on file (2022-2024), sponsor-wide plan assets have moved from $269K to $296K, a gain of 10.1%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2023 ($296K); trough: 2022 ($269K).
Jose R. Rodriguez Santiago multi-year asset trail
| 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 EIN | 660445900 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
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Jose R Rodriguez Santiago Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
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Money Purchase plans in other states closest to Jose R Rodriguez Santiago Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Jose R Rodriguez Santiago Retirement Plan's numbers.
- By total assets, Jose R Rodriguez Santiago 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
- Jose R. Rodriguez Santiago's sponsor-wide assets have grown 10.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans