Defined Benefit (Pension) · DOL Form 5500 · 2023

Pontifical Catholic University of Puerto Rico Pension Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
248
Participants Below avg headcount
83rd
Percentile by assets National rank
$166,718
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pontifical Catholic University of Puerto Rico Pension Plan · Sponsored by Pontifical Catholic University of Puerto Rico · Puerto Rico · Educational Services

$41M in assets, 248 participants

Pontifical Catholic University of Puerto Rico's Pontifical Catholic University of Puerto Rico Pension Plan reported $41M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,626 in Educational Services (3,735 peers)

Coverage in Puerto Rico

Pontifical Catholic University of Puerto Rico Pension Plan covers 248 participants in Puerto Rico, 2.8x the typical Puerto Rico plan (state average ~89 per filing). Assets: $41M.

#2,626
in Educational Services (3,735 peers)
+10.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$41,346,152 Top 17% higher than 83% of 127,068 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 2023

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

Plan-year 2023 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 (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pontifical Catholic University of Puerto Rico Pension Plan reported net income rose from -$10M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Pontifical Catholic University of Puerto Rico Pension Plan end-of-year assets rose from $37M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Pontifical Catholic University of Puerto Rico Pension Plan reported participants fell from 258 in the plan year 2022 filing to 248 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660191965 · Pontifical Catholic University of Puerto Rico PY 2023 · Defined Benefit (Pension)

Pontifical Catholic University of Puerto Rico Pension Plan · $41M · 248 · 83rd

  • 5500 $41M
  • 5500 248
  • 5500 83rd
  • 5500 Defined Benefit (Pension)
  • 5500 near Texas-New Mexico Power Company Pension Plan
  • 5500 ind #2626

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

Pension Plan of Rmi Titanium CompanyPension Plan of Rmi Titanium…$41MPontifical Catholic University of Puerto Rico Pension PlanPontifical Catholic Universi…$41MTexas-New Mexico Power Company Pension PlanTexas-New Mexico Power Compa…$41MDominion Energy Kewaunee Union Pension PlanDominion Energy Kewaunee Uni…$41MPension Plan for Employees of Unisource Energy ServicesPension Plan for Employees o…$41M
End-of-year total assets ($M) among Pontifical Catholic University of Puerto Rico Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$41M
Net Income$4M
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 02004006008001000 Total assets ($M) Participants Pontifical Catholic University of Puerto Rico Pension Plan, Total assets ($M): 41.346152 · Participants: 248Pontifical Catholic University of Puerto Rico Pension PlanPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 800.425311 · Participants: 1638Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 632.455069 · Participants: 1952Banco Popular De Puerto Rico Retirement PlanMsd Puerto Rico Pension Plan, Total assets ($M): 416.908543 · Participants: 507Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.326883 · Participants: 1144The Retirement Plan for Lilly Affiliate Employees in Puerto RicoComponents Pension Plan for Puerto Rico, Total assets ($M): 177.084845 · Participants: 93Components 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 Texas-New Mexico Power Company Pension Plan in NM ($41M); by covered participants it is Legacy Chrysler Financial Employee Pension Plan in ME (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Pontifical Catholic University of Puerto Rico Pension Plan grew at a solid clip - up 10.8% during 2023, from $37M to $41M. Reported net income was $4M.
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 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Texas-New Mexico Power Company Pension Plan in NM ($41M, 140 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 Legacy Chrysler Financial Employee Pension Plan in ME (248 participants, $546M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.