Defined Benefit (Pension) · DOL Form 5500 · 2022
Sistema Universitario Ana G Mendez Pension Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 43
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Sistema Universitario Ana G Mendez Inc Pension Plan · Sponsored by Sistema Universitario Ana G Mendez · Puerto Rico · Educational Services
$52M in assets, 43 participants
Sistema Universitario Ana G Mendez's Sistema Universitario Ana G Mendez Inc Pension Plan reported $52M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #3,144 in Educational Services (4,024 peers)
Where Sistema Universitario Ana G Mendez Inc Pension Plan sits by assets
Sistema Universitario Ana G Mendez Inc Pension Plan sits in the top quartile of all filed plans by assets, $52M for 43 participants (~$1.2M/participant), down 9.6% in 2022.
- #3,144
- in Educational Services (4,024 peers)
- -9.6%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sistema Universitario Ana G Mendez Inc Pension Plan's outsized position by total assets
Sistema Universitario Ana G Mendez Inc Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$51,545,672 Top 12% higher than 88% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sistema Universitario Ana G Mendez Inc Pension Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sistema Universitario Ana G Mendez Inc Pension Plan is a small filing (43 participants) on this national headcount ladder.
DOL schedule card
Filing strip 660201206 · Sistema Universitario Ana G Mendez PY 2022 · Defined Benefit (Pension)
Sistema Universitario Ana G Mendez Inc Pension Plan · $52M · 43 · 88th
- BOY $52M
- BOY 43
- BOY 88th
- BOY Defined Benefit (Pension)
- BOY near Retirement Plan for Employees of Pearl River Valley Electric Power Association
- BOY ind #3144
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 →
Sistema Universitario Ana G Mendez Inc Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | -$5M |
| Employer EIN | 660201206 |
| Plan Effective Date | 1962-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sistema Universitario Ana G Mendez)
Sponsor-wide plan assets over time
All Sistema Universitario Ana G Mendez plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 5.606832996072876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,526 | $83M |
| 2023 | 2 | 1,465 | $86M |
| 2024 | 2 | 1,398 | $88M |
Nearby Defined Benefit (Pension) Plans in Puerto Rico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees $858M · 1,841
- Banco Popular De Puerto Rico Retirement Plan $592M · 2,057
- Msd Puerto Rico Pension Plan $390M · 510
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico $324M · 1,067
- Components Pension Plan for Puerto Rico $180M · 130
Sistema Universitario Ana G Mendez Inc 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 Retirement Plan for Employees of Pearl River Valley Electric Power Association in MS ($52M); by covered participants it is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
Similar participant headcount
Nearest other-state filings by covered participants (43 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.