Plan Assessment Rate Schedule - Pooled Registered Pension Plans Act
Information
Publication type
Schedule
Topics
Assessments
Plans
Pooled registered pension plan
Year
2023
The plan assessment rate schedule below applies to plans registered or filed for registration under the Pooled Registered Pension Plans Act (PRPPA). OSFI will determine the assessment due and send an invoice approximately 45 days after the plan’s Annual Information Return was due to be filed (or upon receipt of an application for registration).
| Plan year ending | Less than 50 beneficiaries (minimum assessment) |
50 to 1000 beneficiaries (per beneficiary) |
Additional beneficiaries over 1000 (per beneficiary) |
Maximum assessment |
|---|---|---|---|---|
| December 31, 2023 | $550 | $11.00 | $8.25 | $220,000 |
| December 31, 2022 | $550 | $11.00 | $8.25 | $220,000 |
| December 31, 2021 | $500 | $10.00 | $7.50 | $200,000 |
| December 31, 2020 | $500 | $10.00 | $7.50 | $200,000 |
| December 31, 2019 | $500 | $10.00 | $7.50 | $200,000 |
| December 31, 2018 | $400 | $8.00 | $6.00 | $160,000 |
| December 31, 2017 | $400 | $8.00 | $6.00 | $160,000 |
| December 31, 2016 | $450 | $9.00 | $6.75 | $180,000 |