Money Purchase · DOL Form 5500 · 2024
Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Money Purchase Plan
Data updated 2026-08-25
- $927K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $308,988
- Avg per participant High balance/head
Official DOL plan name: Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan · Sponsored by Dr. Omar J. Perez Jimenez Gastroenterologo, Csp · Puerto Rico · Healthcare & Social Assistance
$927K in assets, 3 participants
Dr. Omar J. Perez Jimenez Gastroenterologo, Csp's Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan reported $927K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,093 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan holds $927K for 3 participants - about $308,988 per participant, among the smaller plans by assets on file.
- #3,093
- in Healthcare & Social Assistance (16,916 peers)
- +4.6%
- assets growth YoY
Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan among the smaller filed plans by assets
Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$926,963 22nd percentile higher than 22% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement 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. Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan reported net income rose from $16K in the plan year 2023 filing to $26K in the plan year 2024 filing.
- Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan end-of-year assets rose from $886K in the plan year 2023 filing to $927K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 660660410 · Dr. Omar J. Perez Jimenez Gastroenterologo, Csp PY 2024 · Money Purchase
Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan · $927K · 3 · 22nd
- BOY $927K
- SCH 3
- EBSA 22nd
- PART Money Purchase
- TYPE near Basso & Company Inc Money Purchase Plan & Trust
- NET ind #3093
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 →
Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $886K |
|---|---|
| Net Assets (End of Year) | $861K |
| Net Income | $26K |
| Employer EIN | 660660410 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dr. Omar J. Perez Jimenez Gastroenterologo, Csp)
Sponsor-wide plan assets over time
All Dr. Omar J. Perez Jimenez Gastroenterologo, Csp plans reported in each filing year
- Latest sponsor-wide plan assets
- $927K 6.489452872802634% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $870K |
| 2023 | 1 | 3 | $886K |
| 2024 | 1 | 3 | $927K |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Basso & Company Inc Money Purchase Plan & Trust in IL ($926K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($927K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- Jim G. Taylor, O.D., P.C. Profit Sharing Plan (TN) 3 · 0 off
- Software Plus Money Purchase (MI) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.