Profit Sharing · DOL Form 5500 · 2024
Universidad Politecnica De Puerto Rico Profit Sharing Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 345
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $55,938
- Avg per participant Low balance/head
Official DOL plan name: Universidad Politecnica Retirement Plan · Sponsored by Universidad Politecnica De Puerto Rico · Puerto Rico · Educational Services
$19M in assets, 345 participants
Universidad Politecnica De Puerto Rico's Universidad Politecnica Retirement Plan reported $19M in total assets and 345 participants in its 2024 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.
- #1,914 in Educational Services (3,638 peers)
Coverage in Puerto Rico
Universidad Politecnica Retirement Plan covers 345 participants in Puerto Rico, 3.9x the typical Puerto Rico plan (state average ~89 per filing). Assets: $19M.
- #1,914
- in Educational Services (3,638 peers)
- +10.0%
- 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 2024 · DOL Form 5500
$19,298,664 Top 30% higher than 70% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Universidad Politecnica Retirement 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. Universidad Politecnica Retirement Plan sits mid-pack in the medium band (345 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Universidad Politecnica Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Universidad Politecnica Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Universidad Politecnica Retirement Plan reported participants fell from 372 in the plan year 2023 filing to 345 in the plan year 2024 filing.
DOL schedule card
Filing strip 660362666 · Universidad Politecnica De Puerto Rico PY 2024 · Profit Sharing
Universidad Politecnica Retirement Plan · $19M · 345 · 70th
- NET $19M
- NET 345
- NET 70th
- NET Profit Sharing
- NET near Penquis Cap 403(b) Plan
- NET ind #1914
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
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 660362666 |
| Plan Effective Date | 2003-08-01 |
| Filing Status | FILING 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
| 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.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
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 Penquis Cap 403(b) Plan in ME ($19M); by covered participants it is Child Development Resources of Ventura County Inc. Profit Sharing Plan in CA (345 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (345 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.