Money Purchase · DOL Form 5500 · 2024

Juan B Espinosa Md PA Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
38th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Juan B Espinosa Md PA Amended and Restated Pension Plan · Sponsored by Juan B Espinosa Md PA · Florida · Healthcare & Social Assistance

$4M in assets, 2 participants

Juan B Espinosa Md PA's Juan B Espinosa Md PA Amended and Restated Pension Plan reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,680 in Healthcare & Social Assistance (16,916 peers)

Juan B Espinosa Md PA multi-year trail

Juan B Espinosa Md PA's plans moved +14.2% in assets from 2022 to 2024; this filing shows Juan B Espinosa Md PA Amended and Restated Pension Plan at $4M / 2 participants.

#6,680
in Healthcare & Social Assistance (16,916 peers)
+5.5%
assets growth YoY

Juan B Espinosa Md PA Amended and Restated Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Juan B Espinosa Md PA Amended and Restated Pension Plan vs every filed plan by assets

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

$3,924,996 38th percentile higher than 38% 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

Juan B Espinosa Md PA Amended and Restated Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Juan B Espinosa Md PA Amended and Restated Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Juan B Espinosa Md PA Amended and Restated Pension Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Juan B Espinosa Md PA Amended and Restated Pension Plan reported net income fell from $285K in the plan year 2023 filing to $206K in the plan year 2024 filing.
  • Juan B Espinosa Md PA Amended and Restated Pension Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 592187749 · Juan B Espinosa Md PA PY 2024 · Money Purchase

Juan B Espinosa Md PA Amended and Restated Pension Plan · $4M · 2 · 38th

  • EBSA $4M
  • PART 2
  • TYPE 38th
  • NET Money Purchase
  • BOOK near Sundown M Ranch Corporation Employees Retirement Plan
  • VS-ST ind #6680

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 Florida →

Juan B Espinosa Md PA Amended and Restated Pension Plan in the asset neighbourhood

Walter J Pikul Prototype Retirement PlanWalter J Pikul Prototype Ret…$4MCotton Norton Stevenson Consulting, Inc. Money Purchase Pension PlanCotton Norton Stevenson Cons…$4MSundown M Ranch Corporation Employees Retirement PlanSundown M Ranch Corporation …$4MJuan B Espinosa Md PA Amended and Restated Pension PlanJuan B Espinosa Md PA Amende…$4MMark B. Kislinger, M.D., Inc. Money Purchase Pension PlanMark B. Kislinger, M.D., Inc…$4M
End-of-year total assets ($M) among Juan B Espinosa Md PA Amended and Restated Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Juan B Espinosa Md PA multi-year asset trail

Sponsor-wide plan assets over time

All Juan B Espinosa Md PA plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.170010809074968% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.44M $3.92M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $4M
2024 1 2 $4M

Juan B Espinosa Md PA filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$206K
Employer EIN592187749
Plan Effective Date1982-06-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Florida

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

Juan B Espinosa Md PA Amended and Restated Pension Plan vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants Juan B Espinosa Md PA Amended and Restated Pension Plan, Total assets ($M): 3.924996 · Participants: 2Juan B Espinosa Md PA Amended and Restated Pension PlanElliott Money Purchase Pension Plan, Total assets ($M): 457.469447 · Participants: 494Elliott Money Purchase Pension PlanSouthern States Savings & Retirement Plan Trust, Total assets ($M): 192.89028 · Participants: 13122Southern States Savings & Retirement Plan TrustCarolina Electrical Workers Retirement Fund, Total assets ($M): 154.004482 · Participants: 6154Carolina Electrical Workers Retirement FundNECA-IBEW 177 Pension Fund, Total assets ($M): 143.90263 · Participants: 1412NECA-IBEW 177 Pension FundLifelink Foundation, Inc. Retirement Plan, Total assets ($M): 99.089055 · Participants: 471Lifelink Foundation, Inc. Retirement Plan
Juan B Espinosa Md PA Amended and Restated Pension Plan vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare Juan B Espinosa Md PA Amended and Restated Pension Plan side-by-side with 3 peers →

Juan B Espinosa Md PA Amended and Restated Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is Sundown M Ranch Corporation Employees Retirement Plan in WA ($4M); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Juan B Espinosa Md PA Amended and Restated Pension Plan assets move in 2024? ▼
Juan B Espinosa Md PA Amended and Restated Pension Plan grew at a solid clip - up 5.5% during 2024, from $4M to $4M. Reported net income was $206K.
How have Juan B Espinosa Md PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Juan B Espinosa Md PA's sponsor-wide assets grew 14.2%, from $3M to $4M.
Which Money Purchase plans are similar in size to Juan B Espinosa Md PA Amended and Restated Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Sundown M Ranch Corporation Employees Retirement Plan in WA ($4M, 116 participants).
Which Money Purchase plans cover a similar participant headcount to Juan B Espinosa Md PA Amended and Restated Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants, N/A 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 592187749.

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.