Profit Sharing · DOL Form 5500 · 2023

Universidad Politecnica De Puerto Rico Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
372
Participants Below avg headcount
70th
Percentile by assets National rank
$47,142
Avg per participant Low balance/head
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Official DOL plan name: Universidad Politecnica Retirement Plan · Sponsored by Universidad Politecnica De Puerto Rico · Puerto Rico · Educational Services

$18M in assets, 372 participants

Universidad Politecnica De Puerto Rico's Universidad Politecnica Retirement Plan reported $18M in total assets and 372 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #1,972 in Educational Services (3,735 peers)

Coverage in Puerto Rico

Universidad Politecnica Retirement Plan covers 372 participants in Puerto Rico, 4.2x the typical Puerto Rico plan (state average ~89 per filing). Assets: $18M.

#1,972
in Educational Services (3,735 peers)
+16.4%
assets growth YoY

Universidad Politecnica Retirement Plan's outsized position by total assets

Universidad Politecnica Retirement Plan vs every filed plan by assets

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

$17,536,939 Top 30% higher than 70% 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 Politecnica Retirement 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. Universidad Politecnica Retirement Plan sits mid-pack in the medium band (372 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Universidad Politecnica Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Universidad Politecnica Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660362666 · Universidad Politecnica De Puerto Rico PY 2023 · Profit Sharing

Universidad Politecnica Retirement Plan · $18M · 372 · 70th

  • PART $18M
  • PART 372
  • PART 70th
  • PART Profit Sharing
  • PART near Architectural Millwork of Santa Barbara, Inc. Profit Sharing Plan
  • PART ind #1972

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 Politecnica Retirement Plan in the asset neighbourhood

Hellas Construction, Inc 401(k) Plan Construction, Inc 401(k) PlanHellas Construction, Inc 401…$18MRf Products, Inc. Employee Profit-Sharing PlanRf Products, Inc. Employee P…$18MUniversidad Politecnica Retirement PlanUniversidad Politecnica Reti…$18MArchitectural Millwork of Santa Barbara, Inc. Profit Sharing PlanArchitectural Millwork of Sa…$18MOrndorff & Spaid, Inc. Profit Sharing Plan & TrustOrndorff & Spaid, Inc. Profi…$17M
End-of-year total assets ($M) among Universidad Politecnica Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN660362666
Plan Effective Date2003-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universidad Politecnica De Puerto Rico)

Sponsor-wide plan assets over time

All Universidad Politecnica De Puerto Rico plans reported in each filing year

Latest sponsor-wide plan assets
$19M 28.0727747938516% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.1M $19.3M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 375 $15M
2023 1 372 $18M
2024 1 345 $19M

Nearby Profit Sharing Plans in Puerto Rico

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

Universidad Politecnica Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Universidad Politecnica Retirement Plan, Total assets ($M): 17.536939 · Participants: 372Universidad Politecnica Retirement PlanThe 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 Politecnica Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Universidad Politecnica Retirement Plan side-by-side with 3 peers →

Universidad Politecnica Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Architectural Millwork of Santa Barbara, Inc. Profit Sharing Plan in CA ($18M); by covered participants it is Interlochen Center for the Arts Retirement Plan in MI (372 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (372 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 Politecnica Retirement Plan assets move in 2023? ▼
Universidad Politecnica Retirement Plan grew sharply - up 16.4% during 2023, from $15M to $18M. Reported net income was $2M.
How have Universidad Politecnica De Puerto Rico plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universidad Politecnica De Puerto Rico's sponsor-wide assets grew 28.1%, from $15M to $19M.
Which Profit Sharing plans are similar in size to Universidad Politecnica Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Architectural Millwork of Santa Barbara, Inc. Profit Sharing Plan in CA ($18M, 37 participants).
Which Profit Sharing plans cover a similar participant headcount to Universidad Politecnica Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Interlochen Center for the Arts Retirement Plan in MI (372 participants, $42M 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 660362666.

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.