Defined Benefit (Pension) · DOL Form 5500 · 2024

Sistema Universitario Ana G Mendez Pension Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
23
Participants Small participant base
83rd
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: Sistema Universitario Ana G Mendez Inc Pension Plan · Sponsored by Sistema Universitario Ana G Mendez · Puerto Rico · Educational Services

$47M in assets, 23 participants

Sistema Universitario Ana G Mendez's Sistema Universitario Ana G Mendez Inc Pension Plan reported $47M in total assets and 23 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.

  • #2,579 in Educational Services (3,638 peers)

Where Sistema Universitario Ana G Mendez Inc Pension Plan sits by assets

Sistema Universitario Ana G Mendez Inc Pension Plan sits in the top quartile of all filed plans by assets, $47M for 23 participants (~$2.1M/participant), down 4.8% in 2024.

#2,579
in Educational Services (3,638 peers)
-4.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sistema Universitario Ana G Mendez Inc Pension Plan's outsized position by total assets

Sistema Universitario Ana G Mendez Inc Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$47,157,041 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

Sistema Universitario Ana G Mendez Inc Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sistema Universitario Ana G Mendez Inc Pension Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sistema Universitario Ana G Mendez Inc Pension Plan reported participants fell from 30 in the plan year 2023 filing to 23 in the plan year 2024 filing.
  • Sistema Universitario Ana G Mendez Inc Pension Plan reported net income fell from -$2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Sistema Universitario Ana G Mendez Inc Pension Plan end-of-year assets fell from $50M in the plan year 2023 filing to $47M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660201206 · Sistema Universitario Ana G Mendez PY 2024 · Defined Benefit (Pension)

Sistema Universitario Ana G Mendez Inc Pension Plan · $47M · 23 · 83rd

  • BOOK $47M
  • VS-ST 23
  • BOY 83rd
  • SCH Defined Benefit (Pension)
  • EBSA near Lumber Employees Local 786 Retirement Fund
  • PART ind #2579

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 →

Sistema Universitario Ana G Mendez Inc Pension Plan in the asset neighbourhood

Ricoh Printing Systems America, Inc. Restated Pension PlanRicoh Printing Systems Ameri…$47MPacific Coast Shipyards Pension FundPacific Coast Shipyards Pens…$47MLumber Employees Local 786 Retirement FundLumber Employees Local 786 R…$47MSistema Universitario Ana G Mendez Inc Pension PlanSistema Universitario Ana G …$47MPension Plan of Wisconsin Farm Bureau Federation & AffiliatesPension Plan of Wisconsin Fa…$47M
End-of-year total assets ($M) among Sistema Universitario Ana G Mendez Inc Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$47M
Net Income-$2M
Employer EIN660201206
Plan Effective Date1962-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sistema Universitario Ana G Mendez)

Sponsor-wide plan assets over time

All Sistema Universitario Ana G Mendez plans reported in each filing year

Latest sponsor-wide plan assets
$88M 5.606832996072876% vs 2022
2024 filing year
$82M$84M$86M$88M$90M 202220232024 $83.1M $87.8M ▲ +5.6%
Year Plans Participants Total Assets
2022 2 1,526 $83M
2023 2 1,465 $86M
2024 2 1,398 $88M

Nearby Defined Benefit (Pension) Plans in Puerto Rico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sistema Universitario Ana G Mendez Inc Pension Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 02004006008001000 Total assets ($M) Participants Sistema Universitario Ana G Mendez Inc Pension Plan, Total assets ($M): 47.157041 · Participants: 23Sistema Universitario Ana G Mendez Inc 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
Sistema Universitario Ana G Mendez Inc Pension Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Sistema Universitario Ana G Mendez Inc Pension Plan side-by-side with 3 peers →

Sistema Universitario Ana G Mendez Inc 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 Lumber Employees Local 786 Retirement Fund in IL ($47M); by covered participants it is Horus Technology Solutions, Inc. Cash Balance Plan in MD (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Sistema Universitario Ana G Mendez Inc Pension Plan assets move in 2024? ▼
Sistema Universitario Ana G Mendez Inc Pension Plan edged down modestly - down 4.8% during 2024, from $50M to $47M. Reported net income was -$2M.
How have Sistema Universitario Ana G Mendez plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sistema Universitario Ana G Mendez's sponsor-wide assets grew 5.6%, from $83M to $88M.
Where does Sistema Universitario Ana G Mendez Inc Pension Plan rank by assets among Form 5500 filers? ▼
Sistema Universitario Ana G Mendez Inc 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 Sistema Universitario Ana G Mendez Inc Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lumber Employees Local 786 Retirement Fund in IL ($47M, 138 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sistema Universitario Ana G Mendez Inc Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Horus Technology Solutions, Inc. Cash Balance Plan in MD (23 participants, $2M 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 660201206.

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.