Money Purchase · DOL Form 5500 · 2024

Edward Antonio Gomez Money Purchase Plan

Data updated 2026-08-25

$278K
Total assets Small plan by assets
12
Participants Small participant base
13th
Percentile by assets National rank
$23,126
Avg per participant Low balance/head
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Official DOL plan name: Edward a. Gomez Torres Retirement Plan · Sponsored by Edward Antonio Gomez · Puerto Rico · Healthcare & Social Assistance

$278K in assets, 12 participants

Edward Antonio Gomez's Edward a. Gomez Torres Retirement Plan reported $278K in total assets and 12 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.

  • #1,521 in Healthcare & Social Assistance (16,916 peers)

Edward Antonio Gomez multi-year trail

Edward Antonio Gomez's plans moved +40.3% in assets from 2022 to 2024; this filing shows Edward a. Gomez Torres Retirement Plan at $278K / 12 participants.

#1,521
in Healthcare & Social Assistance (16,916 peers)
+8.6%
assets growth YoY

Edward a. Gomez Torres Retirement Plan among the smaller filed plans by assets

Edward a. Gomez Torres Retirement Plan vs every filed plan by assets

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

$277,512 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

Edward a. Gomez Torres Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edward a. Gomez Torres Retirement Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edward a. Gomez Torres Retirement Plan reported net income fell from $58K in the plan year 2023 filing to $22K in the plan year 2024 filing.
  • Edward a. Gomez Torres Retirement Plan end-of-year assets rose from $256K in the plan year 2023 filing to $278K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660614740 · Edward Antonio Gomez PY 2024 · Money Purchase

Edward a. Gomez Torres Retirement Plan · $278K · 12 · 13th

  • RANK $278K
  • RANK 12
  • RANK 13th
  • RANK Money Purchase
  • RANK near Nelson J Sack PC Pension Plan
  • RANK ind #1521

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 →

Edward a. Gomez Torres Retirement Plan in the asset neighbourhood

Henney Wealth Management, Inc. Profit Sharing PlanHenney Wealth Management, In…$286KEdward a. Gomez Torres Retirement PlanEdward a. Gomez Torres Retir…$278KHarrington Surgical Supply, Inc. Pension PlanHarrington Surgical Supply, …$283KNelson J Sack PC Pension Plan$272KYung C. Chan Md PC Money Purchase PlanYung C. Chan Md PC Money Pur…$269K
End-of-year total assets ($M) among Edward a. Gomez Torres Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Edward Antonio Gomez multi-year asset trail

Sponsor-wide plan assets over time

All Edward Antonio Gomez plans reported in each filing year

Latest sponsor-wide plan assets
$278K 40.281561986604316% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M 202220232024 $0.2M $0.28M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 12 $198K
2023 1 12 $256K
2024 1 12 $278K

Edward Antonio Gomez filing trail (2024)

Total Assets (Beginning of Year)$256K
Net Assets (End of Year)$278K
Net Income$22K
Employer EIN660614740
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Edward a. Gomez Torres Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants Edward a. Gomez Torres Retirement Plan, Total assets ($M): 0.277512 · Participants: 12Edward a. Gomez Torres 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
Edward a. Gomez Torres Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Edward a. Gomez Torres Retirement Plan side-by-side with 3 peers →

Edward a. Gomez Torres Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Nelson J Sack PC Pension Plan in PA ($272K); by covered participants it is Sam Berman and Sons Retirement Trust in IA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Edward a. Gomez Torres Retirement Plan assets move in 2024? ▼
Edward a. Gomez Torres Retirement Plan grew at a solid clip - up 8.6% during 2024, from $256K to $278K. Reported net income was $22K.
How have Edward Antonio Gomez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward Antonio Gomez's sponsor-wide assets grew 40.3%, from $198K to $278K.
Where does Edward a. Gomez Torres Retirement Plan rank by assets among Form 5500 filers? ▼
Edward a. Gomez Torres 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 Edward a. Gomez Torres Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Nelson J Sack PC Pension Plan in PA ($272K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Edward a. Gomez Torres Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Sam Berman and Sons Retirement Trust in IA (12 participants, $3M 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 660614740.

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.