Defined Benefit (Pension) · DOL Form 5500 · 2022
Puerto Rico Telephone Company Pension Plan
Data updated 2026-08-25
- $858M
- Total assets Above avg plan size
- 1,841
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $465,814
- Avg per participant High balance/head
Official DOL plan name: Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees · Sponsored by Puerto Rico Telephone Company · Puerto Rico · Information & Media
$858M in assets, 1,841 participants
Puerto Rico Telephone Company's Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees reported $858M in total assets and 1,841 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #2,834 in Information & Media (2,911 peers)
Coverage in Puerto Rico
Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees covers 1,841 participants in Puerto Rico, 21x the typical Puerto Rico plan (state average ~89 per filing). Assets: $858M.
- #2,834
- in Information & Media (2,911 peers)
- -25.8%
- assets change YoY
- 8.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $297M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees's outsized position by total assets
Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$857,564,471 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees lands in the large band (1,841 participants).
Form 5500 schedule snapshot
Filing strip 660564397 · Puerto Rico Telephone Company PY 2022 · Defined Benefit (Pension)
Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees · $858M · 1,841 · 99th
- 5500 $858M
- 5500 1,841
- 5500 99th
- 5500 Defined Benefit (Pension)
- 5500 near University Hospitals Health System, Inc. Retirement Plan
- 5500 ind #2834
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 Information & Media retirement plans → · Plans in Puerto Rico →
Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $857M |
| Net Income | -$297M |
| Employer EIN | 660564397 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Puerto Rico Telephone Company)
Sponsor-wide plan assets over time
All Puerto Rico Telephone Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $886M 4.217054889566363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 5,685 | $925M |
| 2023 | 4 | 5,450 | $895M |
| 2024 | 4 | 5,357 | $886M |
Nearby Defined Benefit (Pension) Plans in Puerto Rico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Banco Popular De Puerto Rico Retirement Plan $592M · 2,057
- Msd Puerto Rico Pension Plan $390M · 510
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico $324M · 1,067
- Components Pension Plan for Puerto Rico $180M · 130
- Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan $162M · 367
Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is University Hospitals Health System, Inc. Retirement Plan in OH ($857M); by covered participants it is Long Island Electric Utility Servco LLC Retirement Income Plan in NY (1,841 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($858M here).
- University Hospitals Health System, Inc. Retirement Plan (OH) $857M · 23,502
- Auto-Owners Insurance Company Retirement Income Plan (MI) $857M · 5,024
- Children's Hospital Corporation Pension Plan (MA) $854M · 8,974
- Operating Engineers Local 101 Pension Fund (MO) $852M · 2,881
Similar participant headcount
Nearest other-state filings by covered participants (1,841 participants); asset peers above are excluded.
- Long Island Electric Utility Servco LLC Retirement Income Plan (NY) 1,841 · 0 off
- Globe Life Inc. Pension Plan (TX) 1,841 · 0 off
- Northern California Electrical Workers Pension Plan (CA) 1,840 · 1 off
- Ufcw Unions and Participating Employers Pension Plan (MD) 1,835 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.