Profit Sharing · DOL Form 5500 · 2023

Universidad Carlos Albizu Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
409
Participants Below avg headcount
54th
Percentile by assets National rank
$19,703
Avg per participant Low balance/head
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Official DOL plan name: Universidad Carlos Albizu Savings & Investment Pla · Sponsored by Universidad Carlos Albizu · Puerto Rico · Educational Services

$8M in assets, 409 participants

Universidad Carlos Albizu's Universidad Carlos Albizu Savings & Investment Pla reported $8M in total assets and 409 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #1,392 in Educational Services (3,735 peers)

Coverage in Puerto Rico

Universidad Carlos Albizu Savings & Investment Pla covers 409 participants in Puerto Rico, 4.6x the typical Puerto Rico plan (state average ~89 per filing). Assets: $8M.

#1,392
in Educational Services (3,735 peers)
+20.8%
assets growth YoY

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

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,058,703 Top 46% higher than 54% 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

Universidad Carlos Albizu Savings & Investment Pla 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. Universidad Carlos Albizu Savings & Investment Pla sits mid-pack in the medium band (409 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Universidad Carlos Albizu Savings & Investment Pla reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Universidad Carlos Albizu Savings & Investment Pla end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Universidad Carlos Albizu Savings & Investment Pla reported participants fell from 511 in the plan year 2022 filing to 409 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660234412 · Universidad Carlos Albizu PY 2023 · Profit Sharing

Universidad Carlos Albizu Savings & Investment Pla · $8M · 409 · 54th

  • BOY $8M
  • SCH 409
  • EBSA 54th
  • PART Profit Sharing
  • TYPE near Orleans Community Health Pension Plan
  • NET ind #1392

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 Pla in the asset neighbourhood

Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan TwoSarbpaul S. Bhalla, M.D., a …$8MSuba Corporation Profit Sharing PlanSuba Corporation Profit Shar…$8MRivermead 403(b) Plan$8MUniversidad Carlos Albizu Savings & Investment PlaUniversidad Carlos Albizu Sa…$8MOrleans Community Health Pension PlanOrleans Community Health Pen…$8M
End-of-year total assets ($M) among Universidad Carlos Albizu Savings & Investment Pla and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
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 Pla vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants Universidad Carlos Albizu Savings & Investment Pla, Total assets ($M): 8.058703 · Participants: 409Universidad Carlos Albizu Savings & Investment PlaThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Universidad Carlos Albizu Savings & Investment Pla vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Universidad Carlos Albizu Savings & Investment Pla side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest Profit Sharing by assets is Orleans Community Health Pension Plan in NY ($8M); by covered participants it is Joe's Stone Crabs, Inc. Profit Sharing Plan in FL (408 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (409 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 Universidad Carlos Albizu Savings & Investment Pla assets move in 2023? ▼
Universidad Carlos Albizu Savings & Investment Pla grew sharply - up 20.8% during 2023, from $7M to $8M. 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 Pla? ▼
Among Profit Sharing plans in other states, the closest by assets is Orleans Community Health Pension Plan in NY ($8M, 291 participants).
Which Profit Sharing plans cover a similar participant headcount to Universidad Carlos Albizu Savings & Investment Pla? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Joe's Stone Crabs, Inc. Profit Sharing Plan in FL (408 participants, $10M 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 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.