Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSE L. IBARRA, M.D.
EIN 77-0371933hospital & health careLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
13
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 13 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
JOSE L. IBARRA, MD CASH BALANCE PLAN
CashBalance
Assets$3.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOSE L. IBARRA, M.D. PROFIT SHARING PLAN
ProfitSharing
Assets$195K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JOSE L. IBARRA, MD CASH BALANCE PLAN | CashBalance | $3.4M | 7 | 2025 | |
| 002 | JOSE L. IBARRA, M.D. PROFIT SHARING PLAN | ProfitSharing | $195K | 6 | 2025 |
Retirement plans