Profit Sharing · DOL Form 5500 · 2024

Universidad Carlos Albizu Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
410
Participants Below avg headcount
54th
Percentile by assets National rank
$22,081
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

$9M in assets, 410 participants

Universidad Carlos Albizu's Universidad Carlos Albizu Savings & Investment Pla reported $9M in total assets and 410 participants in its 2024 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.

  • #1,332 in Educational Services (3,638 peers)

Coverage in Puerto Rico

Universidad Carlos Albizu Savings & Investment Pla covers 410 participants in Puerto Rico, 4.6x the typical Puerto Rico plan (state average ~89 per filing). Assets: $9M.

#1,332
in Educational Services (3,638 peers)
+12.3%
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 2024 · DOL Form 5500

$9,053,149 Top 46% higher than 54% 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

Universidad Carlos Albizu Savings & Investment Pla 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. Universidad Carlos Albizu Savings & Investment Pla sits mid-pack in the medium band (410 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Universidad Carlos Albizu Savings & Investment Pla reported net income fell from $1M in the plan year 2023 filing to $977K in the plan year 2024 filing.
  • Universidad Carlos Albizu Savings & Investment Pla end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660234412 · Universidad Carlos Albizu PY 2024 · Profit Sharing

Universidad Carlos Albizu Savings & Investment Pla · $9M · 410 · 54th

  • PCT $9M
  • EIN 410
  • RANK 54th
  • PHOTO Profit Sharing
  • IND near Looking Upwards, Inc. 401 (K) Retirement Plan
  • EOY ind #1332

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

Universidad Carlos Albizu Savings & Investment PlaUniversidad Carlos Albizu Sa…$9MLooking Upwards, Inc. 401 (K) Retirement PlanLooking Upwards, Inc. 401 (K…$9MThe Midland School Defined Contribution Retirement PlanThe Midland School Defined C…$9MArc of Washington County, Inc. 403(b) Tax Deferred Annuity PlanArc of Washington County, In…$9MTerumo Puerto Rico LLC Retirement PlanTerumo Puerto Rico LLC Retir…$9M
End-of-year total assets ($M) among Universidad Carlos Albizu Savings & Investment Pla and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$977K
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 -20002004006008001000 Total assets ($M) Participants Universidad Carlos Albizu Savings & Investment Pla, Total assets ($M): 9.053149 · Participants: 410Universidad Carlos Albizu Savings & Investment PlaPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation 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 Looking Upwards, Inc. 401 (K) Retirement Plan in RI ($9M); by covered participants it is Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund in NJ (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 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 Universidad Carlos Albizu Savings & Investment Pla assets move in 2024? ▼
Universidad Carlos Albizu Savings & Investment Pla grew at a solid clip - up 12.3% during 2024, from $8M to $9M. Reported net income was $977K.
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 Looking Upwards, Inc. 401 (K) Retirement Plan in RI ($9M, 488 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 Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund in NJ (410 participants, $158M 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 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.