Money Purchase · DOL Form 5500 · 2024
Jimenez, Graffam & Lausell Money Purchase Plan
Data updated 2026-08-11
- $5M
- Total assets
- 26
- Participants
- 43rd
- Percentile by assets
- $208,510
- Avg per participant
Official DOL plan name: Jimenez, Graffam & Lausell Pension Plan · Sponsored by Jimenez, Graffam & Lausell · Puerto Rico · Professional & Technical Services
$5M in assets, 26 participants
Jimenez, Graffam & Lausell's Jimenez, Graffam & Lausell Pension Plan reported $5M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- 43rd percentile by assets (of 123,622 plans)
- #8,289 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Jimenez, Graffam & Lausell Pension Plan holds $5M for 26 participants - about $208,510 per participant, in the lower half of filed plans by assets.
- $5M
- total plan assets (2024 EOY)
- 26
- covered participants
- 43rd
- percentile by assets (of 123,622 plans)
- $208,510
- avg assets per participant
The plan reported a net loss of $239K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jimenez, Graffam & Lausell Pension Plan reported net income fell from $557K in the plan year 2023 filing to -$239K in the plan year 2024 filing.
- Jimenez, Graffam & Lausell Pension Plan end-of-year assets fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Jimenez, Graffam & Lausell Pension Plan reported participants rose from 25 in the plan year 2023 filing to 26 in the plan year 2024 filing.
Money Purchase filing for Jimenez, Graffam & Lausell Pension Plan
Money Purchase filing for plan year 2024: EIN 620291148 ; effective since 1981-10-31 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$239K |
| Employer EIN | 620291148 |
| Plan Effective Date | 1981-10-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jimenez, Graffam & Lausell)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $5M |
| 2023 | 1 | 25 | $6M |
| 2024 | 1 | 26 | $5M |
Nearby Money Purchase Plans in Puerto Rico
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Jimenez, Graffam & Lausell Pension Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
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Frequently Asked Questions
How did Jimenez, Graffam & Lausell Pension Plan assets move in 2024? ▼
How have Jimenez, Graffam & Lausell plan assets changed over time? ▼
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Next read for Jimenez, Graffam & Lausell Pension Plan
Filing takeaways
Ways to act on Jimenez, Graffam & Lausell Pension Plan's numbers.
- By total assets, Jimenez, Graffam & Lausell Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Jimenez, Graffam & Lausell's sponsor-wide assets have grown 6.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans