Plan Assessment Rate Schedule – Pooled Registered Pension Plans Act

Document properties

  • Type of publication: Schedule
  • Date: 2022

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 assessment rate schedule – PRPPA
Plan year endingLess than 50 beneficiaries
(minimum assessment)
50 to 1000 beneficiaries
(per beneficiary)
Additional beneficiaries
over 1000
(per beneficiary)
Maximum assessment
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