Money Purchase · DOL Form 5500 · 2024

Jimenez, Graffam & Lausell Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
26
Participants Small participant base
43rd
Percentile by assets National rank
$208,510
Avg per participant Above avg balance/head
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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.

  • #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.

#8,289
in Professional & Technical Services (20,173 peers)
-4.2%
assets change YoY

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.

Jimenez, Graffam & Lausell Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jimenez, Graffam & Lausell Pension Plan vs every filed plan by assets

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

$5,421,253 43rd percentile higher than 43% 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

Jimenez, Graffam & Lausell Pension 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. Jimenez, Graffam & Lausell Pension Plan is a small filing (26 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 620291148 · Jimenez, Graffam & Lausell PY 2024 · Money Purchase

Jimenez, Graffam & Lausell Pension Plan · $5M · 26 · 43rd

  • EBSA $5M
  • EBSA 26
  • EBSA 43rd
  • EBSA Money Purchase
  • EBSA near The Wadsworth Atheneum Money Purchase Pension Plan
  • EBSA ind #8289

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Jimenez, Graffam & Lausell Pension Plan in the asset neighbourhood

Commission on Economic Opportunity of Luzerne Pension PlanCommission on Economic Oppor…$5MJimenez, Graffam & Lausell Pension PlanJimenez, Graffam & Lausell P…$5MThe Wadsworth Atheneum Money Purchase Pension PlanThe Wadsworth Atheneum Money…$5MRichard I Spiro Profit Sharing PlanRichard I Spiro Profit Shari…$5MMax Kade Foundation Inc Retirement Plan for Employees with Tiaa & CrefMax Kade Foundation Inc Reti…$5M
End-of-year total assets ($M) among Jimenez, Graffam & Lausell Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$239K
Employer EIN620291148
Plan Effective Date1981-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Jimenez, Graffam & Lausell)

Sponsor-wide plan assets over time

All Jimenez, Graffam & Lausell plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.2254288007373715% vs 2022
2024 filing year
$5M$5.2M$5.4M$5.6M$5.8M 202220232024 $5.1M $5.42M ▲ +6.3%
Year Plans Participants Total Assets
2022 1 27 $5M
2023 1 25 $6M
2024 1 26 $5M

Nearby Money Purchase Plans in Puerto Rico

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

Jimenez, Graffam & Lausell Pension Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 2345678 Total assets ($M) Participants Jimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.421253 · Participants: 26Jimenez, Graffam & Lausell Pension PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 7.091851 · Participants: 180Colegio Marista Money Purchase Thrift PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($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 PlanEdwin Valentin Malave, Md Retirement Plan, Total assets ($M): 3.133994 · Participants: 7Edwin Valentin Malave, Md Retirement Plan
Jimenez, Graffam & Lausell Pension Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Jimenez, Graffam & Lausell Pension Plan side-by-side with 3 peers →

Jimenez, Graffam & Lausell Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is The Wadsworth Atheneum Money Purchase Pension Plan in CT ($5M); by covered participants it is David Chapman Agency Money Purchase Plan in MI (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Jimenez, Graffam & Lausell Pension Plan assets move in 2024? ▼
Jimenez, Graffam & Lausell Pension Plan edged down modestly - down 4.2% during 2024, from $6M to $5M. Reported net income was -$239K.
How have Jimenez, Graffam & Lausell plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jimenez, Graffam & Lausell's sponsor-wide assets grew 6.2%, from $5M to $5M.
Which Money Purchase plans are similar in size to Jimenez, Graffam & Lausell Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Wadsworth Atheneum Money Purchase Pension Plan in CT ($5M, 53 participants).
Which Money Purchase plans cover a similar participant headcount to Jimenez, Graffam & Lausell Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is David Chapman Agency Money Purchase Plan in MI (26 participants, $13M 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 620291148.

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.