Profit Sharing · DOL Form 5500 · 2022

Universidad Carlos Albizu Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
511
Participants Below avg headcount
57th
Percentile by assets National rank
$13,056
Avg per participant Low balance/head
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Official DOL plan name: Universidad Carlos Albizu Savings & Investment Plan · Sponsored by Universidad Carlos Albizu · Puerto Rico · Educational Services

$7M in assets, 511 participants

Universidad Carlos Albizu's Universidad Carlos Albizu Savings & Investment Plan reported $7M in total assets and 511 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,613 in Educational Services (4,024 peers)

Coverage in Puerto Rico

Universidad Carlos Albizu Savings & Investment Plan covers 511 participants in Puerto Rico, 5.7x the typical Puerto Rico plan (state average ~89 per filing). Assets: $7M.

#1,613
in Educational Services (4,024 peers)
-16.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Universidad Carlos Albizu Savings & Investment Plan's mid-pack asset rank among Educational Services and all filers

Universidad Carlos Albizu Savings & Investment Plan vs every filed plan by assets

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

$6,671,832 Top 43% higher than 57% 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

Universidad Carlos Albizu Savings & Investment 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. Universidad Carlos Albizu Savings & Investment Plan sits mid-pack in the medium band (511 participants).

Form 5500 schedule snapshot

Filing strip 660234412 · Universidad Carlos Albizu PY 2022 · Profit Sharing

Universidad Carlos Albizu Savings & Investment Plan · $7M · 511 · 57th

  • ASSETS $7M
  • PCT 511
  • EIN 57th
  • RANK Profit Sharing
  • PHOTO near James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan
  • IND ind #1613

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 →

Universidad Carlos Albizu Savings & Investment Plan in the asset neighbourhood

Oak Clinic Profit Sharing PlanOak Clinic Profit Sharing Pl…$7MShelby Radiological Assoc. PA Employees P/S PlanShelby Radiological Assoc. P…$7MUniversidad Carlos Albizu Savings & Investment PlanUniversidad Carlos Albizu Sa…$7MJames R. Willcox, Dmd, PC Profit Sharing and 401(k) PlanJames R. Willcox, Dmd, PC Pr…$7MSeacrest Country Day School Defined Contribution Retirement PlanSeacrest Country Day School …$7M
End-of-year total assets ($M) among Universidad Carlos Albizu Savings & Investment Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN660234412
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universidad Carlos Albizu)

Sponsor-wide plan assets over time

All Universidad Carlos Albizu plans reported in each filing year

Latest sponsor-wide plan assets
$20M 30.62741108392545% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.5M $20.2M ▲ +30.6%
Year Plans Participants Total Assets
2022 2 608 $15M
2023 2 486 $18M
2024 2 488 $20M

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Universidad Carlos Albizu Savings & Investment Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants Universidad Carlos Albizu Savings & Investment Plan, Total assets ($M): 6.671832 · Participants: 511Universidad Carlos Albizu Savings & Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
Universidad Carlos Albizu Savings & Investment Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Universidad Carlos Albizu Savings & Investment Plan side-by-side with 3 peers →

Universidad Carlos Albizu Savings & Investment Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan in OR ($7M); by covered participants it is Propel Schools 403(b) Plan in PA (511 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (511 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 Universidad Carlos Albizu Savings & Investment Plan assets move in 2022? ▼
Universidad Carlos Albizu Savings & Investment Plan declined sharply - down 16.6% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Universidad Carlos Albizu plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universidad Carlos Albizu's sponsor-wide assets grew 30.6%, from $15M to $20M.
Which Profit Sharing plans are similar in size to Universidad Carlos Albizu Savings & Investment Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan in OR ($7M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Universidad Carlos Albizu Savings & Investment Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Propel Schools 403(b) Plan in PA (511 participants, $14M 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 660234412.

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.