Defined Benefit (Pension) · DOL Form 5500 · 2022

Pontifical Catholic University of Puerto Rico Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
258
Participants Below avg headcount
85th
Percentile by assets National rank
$144,665
Avg per participant Above avg balance/head
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Official DOL plan name: Pontifical Catholic University of Puerto Rico Pension Plan · Sponsored by Pontifical Catholic University of Puerto Rico · Puerto Rico · Educational Services

$37M in assets, 258 participants

Pontifical Catholic University of Puerto Rico's Pontifical Catholic University of Puerto Rico Pension Plan reported $37M in total assets and 258 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,929 in Educational Services (4,024 peers)

Coverage in Puerto Rico

Pontifical Catholic University of Puerto Rico Pension Plan covers 258 participants in Puerto Rico, 2.9x the typical Puerto Rico plan (state average ~89 per filing). Assets: $37M.

#2,929
in Educational Services (4,024 peers)
-22.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Pontifical Catholic University of Puerto Rico Pension Plan's outsized position by total assets

Pontifical Catholic University of Puerto Rico Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$37,323,587 Top 15% higher than 85% of 139,123 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 2022

Pontifical Catholic University of Puerto Rico Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pontifical Catholic University of Puerto Rico Pension Plan sits mid-pack in the medium band (258 participants).

Form 5500 schedule snapshot

Filing strip 660191965 · Pontifical Catholic University of Puerto Rico PY 2022 · Defined Benefit (Pension)

Pontifical Catholic University of Puerto Rico Pension Plan · $37M · 258 · 85th

  • EIN $37M
  • EIN 258
  • EIN 85th
  • EIN Defined Benefit (Pension)
  • EIN near Mica Retirement Plan
  • EIN ind #2929

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 Educational Services retirement plans → · Plans in Puerto Rico →

Pontifical Catholic University of Puerto Rico Pension Plan in the asset neighbourhood

The Pension Plan for Seagram Union EmployeesThe Pension Plan for Seagram…$37MRetirement Plan for Employees of Canton-Potsdam HospitalRetirement Plan for Employee…$37MMica Retirement Plan$37MPontifical Catholic University of Puerto Rico Pension PlanPontifical Catholic Universi…$37MMaterial Yard Workers Local No. 1175 Pension FundMaterial Yard Workers Local …$37M
End-of-year total assets ($M) among Pontifical Catholic University of Puerto Rico Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

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

Sponsor Plan History (Pontifical Catholic University of Puerto Rico)

Sponsor-wide plan assets over time

All Pontifical Catholic University of Puerto Rico plans reported in each filing year

Latest sponsor-wide plan assets
$59M 19.94268397340711% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.5M $59.3M ▲ +20.0%
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.

Pontifical Catholic University of Puerto Rico Pension Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -20002004006008001000 Total assets ($M) Participants Pontifical Catholic University of Puerto Rico Pension Plan, Total assets ($M): 37.323587 · Participants: 258Pontifical Catholic University of Puerto Rico Pension PlanPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 857.564471 · Participants: 1841Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 592.325263 · Participants: 2057Banco Popular De Puerto Rico Retirement PlanMsd Puerto Rico Pension Plan, Total assets ($M): 389.527088 · Participants: 510Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 323.80921 · Participants: 1067The Retirement Plan for Lilly Affiliate Employees in Puerto RicoComponents Pension Plan for Puerto Rico, Total assets ($M): 180.354302 · Participants: 130Components Pension Plan for Puerto Rico
Pontifical Catholic University of Puerto Rico Pension Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Pontifical Catholic University of Puerto Rico Pension Plan side-by-side with 3 peers →

Pontifical Catholic University of Puerto Rico Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Mica Retirement Plan in AZ ($37M); by covered participants it is Southern Star Retirement Plan (Non-Union) in KY (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pontifical Catholic University of Puerto Rico Pension Plan assets move in 2022? ▼
Pontifical Catholic University of Puerto Rico Pension Plan declined sharply - down 22.0% during 2022, from $48M to $37M. Reported net income was -$10M.
How have Pontifical Catholic University of Puerto Rico plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pontifical Catholic University of Puerto Rico's sponsor-wide assets grew 19.9%, from $49M to $59M.
Where does Pontifical Catholic University of Puerto Rico Pension Plan rank by assets among Form 5500 filers? ▼
Pontifical Catholic University of Puerto Rico Pension Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pontifical Catholic University of Puerto Rico Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mica Retirement Plan in AZ ($37M, 74 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pontifical Catholic University of Puerto Rico Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southern Star Retirement Plan (Non-Union) in KY (258 participants, $41M in assets).

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.

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.