Defined Benefit (Pension) · DOL Form 5500 · 2024

Pontifical Catholic University of Puerto Rico Pension Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
226
Participants Below avg headcount
83rd
Percentile by assets National rank
$192,478
Avg per participant Above avg balance/head
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Official DOL plan name: Pontifical Catholic University of Puerto Rico Pension Plan · Sponsored by Pontifical Catholic University of Puerto Rico · Puerto Rico · Educational Services

$44M in assets, 226 participants

Pontifical Catholic University of Puerto Rico's Pontifical Catholic University of Puerto Rico Pension Plan reported $44M in total assets and 226 participants in its 2024 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.

  • #2,516 in Educational Services (3,638 peers)

Coverage in Puerto Rico

Pontifical Catholic University of Puerto Rico Pension Plan covers 226 participants in Puerto Rico, 2.5x the typical Puerto Rico plan (state average ~89 per filing). Assets: $44M.

#2,516
in Educational Services (3,638 peers)
+5.2%
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 2024 · DOL Form 5500

$43,500,138 Top 17% higher than 83% of 123,620 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 2024

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

Plan-year 2024 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 (226 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pontifical Catholic University of Puerto Rico Pension Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Pontifical Catholic University of Puerto Rico Pension Plan reported participants fell from 248 in the plan year 2023 filing to 226 in the plan year 2024 filing.
  • Pontifical Catholic University of Puerto Rico Pension Plan end-of-year assets rose from $41M in the plan year 2023 filing to $44M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660191965 · Pontifical Catholic University of Puerto Rico PY 2024 · Defined Benefit (Pension)

Pontifical Catholic University of Puerto Rico Pension Plan · $44M · 226 · 83rd

  • SCH $44M
  • EBSA 226
  • PART 83rd
  • TYPE Defined Benefit (Pension)
  • NET near Board of Trustees Op Plasterers & Cement Masons L262 Pension
  • BOOK ind #2516

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

Greer Retirement Plan$44MGuthrie Cortland Medical Center Pension PlanGuthrie Cortland Medical Cen…$44MPontifical Catholic University of Puerto Rico Pension PlanPontifical Catholic Universi…$44MBoard of Trustees Op Plasterers & Cement Masons L262 PensionBoard of Trustees Op Plaster…$43MFarmers Union Industries, LLC Retirement PlanFarmers Union Industries, LL…$43M
End-of-year total assets ($M) among Pontifical Catholic University of Puerto Rico Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$44M
Net Income$2M
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. 0500100015002000 02004006008001000 Total assets ($M) Participants Pontifical Catholic University of Puerto Rico Pension Plan, Total assets ($M): 43.500138 · Participants: 226Pontifical Catholic University of Puerto Rico Pension PlanPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 797.449957 · Participants: 1468Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 607.491669 · Participants: 1845Banco Popular De Puerto Rico Retirement PlanAbbvie Puerto Rico Pension Plan, Total assets ($M): 471.531499 · Participants: 1070Abbvie Puerto Rico Pension PlanMsd Puerto Rico Pension Plan, Total assets ($M): 413.783139 · Participants: 490Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 334.73853 · Participants: 1175The Retirement Plan for Lilly Affiliate Employees in 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 Board of Trustees Op Plasterers & Cement Masons L262 Pension in NY ($43M); by covered participants it is Employees' and Agents' Pension Benefits Plan Empower Holdings, LLC. in CO (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Pontifical Catholic University of Puerto Rico Pension Plan grew at a solid clip - up 5.2% during 2024, from $41M to $44M. Reported net income was $2M.
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 123,622 plans that reported assets for plan year 2024 (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 Board of Trustees Op Plasterers & Cement Masons L262 Pension in NY ($43M, 296 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 Employees' and Agents' Pension Benefits Plan Empower Holdings, LLC. in CO (226 participants, $402M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.