Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Pontifical Catholic University of Puerto Rico Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pontifical Catholic University of Puerto Rico · Puerto Rico · Educational Services

What the 2023 filing shows

Pontifical Catholic University of Puerto Rico Pension Plan holds $37M for 258 participants — about $144,665 per participant, down 22.0% over the 2022 plan year.

$37M
total plan assets (2022 EOY)
258
covered participants
$144,665
avg assets per participant
-22.0%
assets change YoY

The plan reported a net loss of $10M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$37M
Participants
258
State
Industry
Educational Services

What the Filing Says About Pontifical Catholic University of Puerto Rico Pension Plan

Pontifical Catholic University of Puerto Rico Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Pontifical Catholic University of Puerto Rico, headquartered in Puerto Rico. As of the 2022 Form 5500 filing, the plan reports $37M in total end-of-year assets and covers 258 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 660191965, and the plan has been effective since 1976-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $48M at the beginning of 2022 to $37M at year-end — a decline of 22.0%. Net assets (after liabilities) closed the year at $37M, with reported net income of $-10,490,007 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$48M
Total Assets (End of Year)$37M
Net Assets (End of Year)$37M
Net Income$-10,490,007
Plan TypeDefined Benefit (Pension)
Employer EIN660191965
Plan Effective Date1976-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pontifical Catholic University of Puerto Rico)

Year Plans Participants Total Assets
2022 2 750 $49M
2023 2 727 $56M
2024 2 698 $59M

Nearby Defined Benefit (Pension) Plans in Puerto Rico

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Pontifical Catholic University of Puerto Rico Pension Plan?
As of the 2022 Form 5500 filing, Pontifical Catholic University of Puerto Rico Pension Plan holds $37M in total assets with 258 participants. It is sponsored by Pontifical Catholic University of Puerto Rico.
What type of plan is Pontifical Catholic University of Puerto Rico Pension Plan?
Pontifical Catholic University of Puerto Rico Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1976-05-01. The plan is filed with the U.S. Department of Labor under EIN 660191965.
Who sponsors the Pontifical Catholic University of Puerto Rico Pension Plan?
Pontifical Catholic University of Puerto Rico Pension Plan is sponsored by Pontifical Catholic University of Puerto Rico, located in Puerto Rico. The sponsor's EIN is 660191965 and the plan operates in the Educational Services industry.
How did Pontifical Catholic University of Puerto Rico Pension Plan perform in 2022?
Pontifical Catholic University of Puerto Rico Pension Plan declined by 22.0% during 2022, moving from $48M to $37M in total assets. Net income was $-10,490,007.
Where can I find official filings for Pontifical Catholic University of Puerto Rico Pension Plan?
Official Form 5500 filings for Pontifical Catholic University of Puerto Rico Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 660191965 or plan name at efast.dol.gov.
How does Pontifical Catholic University of Puerto Rico Pension Plan compare to other plans?
You can compare Pontifical Catholic University of Puerto Rico Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Puerto Rico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 660191965.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.