Money Purchase · DOL Form 5500 · 2024

Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion Money Purchase Plan

Data updated 2026-08-25

$987K
Total assets Small plan by assets
14
Participants Small participant base
23rd
Percentile by assets National rank
$70,520
Avg per participant Below avg balance/head
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Official DOL plan name: Farmacia La Concepcion Retirement Plan · Sponsored by Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion · Puerto Rico · Retail Trade

$987K in assets, 14 participants

Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion's Farmacia La Concepcion Retirement Plan reported $987K in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,839 in Retail Trade (8,048 peers)

Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion multi-year trail

Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion's plans moved +23.8% in assets from 2022 to 2024; this filing shows Farmacia La Concepcion Retirement Plan at $987K / 14 participants.

#2,839
in Retail Trade (8,048 peers)
+13.7%
assets growth YoY

Farmacia La Concepcion Retirement Plan among the smaller filed plans by assets

Farmacia La Concepcion Retirement Plan vs every filed plan by assets

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

$987,286 23rd percentile higher than 23% 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

Farmacia La Concepcion 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. Farmacia La Concepcion Retirement Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Farmacia La Concepcion Retirement Plan reported net income rose from $72K in the plan year 2023 filing to $119K in the plan year 2024 filing.
  • Farmacia La Concepcion Retirement Plan end-of-year assets rose from $868K in the plan year 2023 filing to $987K in the plan year 2024 filing.
  • Farmacia La Concepcion Retirement Plan reported participants fell from 16 in the plan year 2023 filing to 14 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660373466 · Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion PY 2024 · Money Purchase

Farmacia La Concepcion Retirement Plan · $987K · 14 · 23rd

  • EOY $987K
  • 5500 14
  • ASSETS 23rd
  • PCT Money Purchase
  • EIN near The Dayton Hydraulic Money Purchase Plan
  • RANK ind #2839

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 Retail Trade retirement plans → · Plans in Puerto Rico →

Farmacia La Concepcion Retirement Plan in the asset neighbourhood

Farmacia La Concepcion Retirement PlanFarmacia La Concepcion Retir…$987KThe Dayton Hydraulic Money Purchase PlanThe Dayton Hydraulic Money P…$968KAmg & Associates, LLC Rollover-Only Money Purchase PlanAmg & Associates, LLC Rollov…$959KW.S.B. Electric Money Purchase Pension PlanW.S.B. Electric Money Purcha…$953KCommunities of Abilene Federal Credit Union Mp PlanCommunities of Abilene Feder…$944K
End-of-year total assets ($M) among Farmacia La Concepcion Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion multi-year asset trail

Sponsor-wide plan assets over time

All Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion plans reported in each filing year

Latest sponsor-wide plan assets
$987K 23.758976821030174% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.8M $0.99M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 16 $798K
2023 1 16 $868K
2024 1 14 $987K

Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion filing trail (2024)

Total Assets (Beginning of Year)$868K
Net Assets (End of Year)$987K
Net Income$119K
Employer EIN660373466
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

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

Farmacia La Concepcion Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Farmacia La Concepcion Retirement Plan, Total assets ($M): 0.987286 · Participants: 14Farmacia La Concepcion 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
Farmacia La Concepcion Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Farmacia La Concepcion Retirement Plan side-by-side with 3 peers →

Farmacia La Concepcion Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is The Dayton Hydraulic Money Purchase Plan in OH ($968K); by covered participants it is Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 in IA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Farmacia La Concepcion Retirement Plan assets move in 2024? ▼
Farmacia La Concepcion Retirement Plan grew at a solid clip - up 13.7% during 2024, from $868K to $987K. Reported net income was $119K.
How have Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jose Antonio Ortiz Quinonez Dba Farmacia La Concepcion's sponsor-wide assets grew 23.8%, from $798K to $987K.
Where does Farmacia La Concepcion Retirement Plan rank by assets among Form 5500 filers? ▼
Farmacia La Concepcion Retirement Plan ranks in the 23rd 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 Farmacia La Concepcion Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Dayton Hydraulic Money Purchase Plan in OH ($968K, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Farmacia La Concepcion Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 in IA (14 participants, $6M 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 660373466.

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.