Document properties
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Type of publication: Schedule
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Date: 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 assessment rate schedule – PRPPA
| 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 |