Defined Benefit (Pension) · DOL Form 5500 · 2022

Puerto Rico Telephone Company Pension Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
N/A
Participants Small participant base
88th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Puerto Rico Telephone Company Retirement Plan for Certain Former Employees · Sponsored by Puerto Rico Telephone Company · Puerto Rico · Information & Media

$50M in assets, N/A participants

Puerto Rico Telephone Company's Puerto Rico Telephone Company Retirement Plan for Certain Former Employees reported $50M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,409 in Information & Media (2,911 peers)

Where Puerto Rico Telephone Company Retirement Plan for Certain Former Employees sits by assets

Puerto Rico Telephone Company Retirement Plan for Certain Former Employees sits in the top quartile of all filed plans by assets, $50M for N/A participants, down 23.4% in 2022.

#2,409
in Information & Media (2,911 peers)
-23.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Puerto Rico Telephone Company Retirement Plan for Certain Former Employees's outsized position by total assets

Puerto Rico Telephone Company Retirement Plan for Certain Former Employees vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$50,063,970 Top 12% higher than 88% of 139,123 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 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Published 5500 schedule card

Filing strip 660564397 · Puerto Rico Telephone Company PY 2022 · Defined Benefit (Pension)

Puerto Rico Telephone Company Retirement Plan for Certain Former Employees · $50M · N/A · 88th

  • PART $50M
  • PART N/A
  • PART 88th
  • PART Defined Benefit (Pension)
  • PART near Appalachian Regional Healthcare, Inc. Administrative Retirement Plan
  • PART ind #2409

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 Retirement Plan for Certain Former Employees in the asset neighbourhood

Puerto Rico Telephone Company Retirement Plan for Certain Former EmployeesPuerto Rico Telephone Compan…$50MAppalachian Regional Healthcare, Inc. Administrative Retirement PlanAppalachian Regional Healthc…$50MPension Plan for Employees of Phipps Houses and AffiliatesPension Plan for Employees o…$50MImerys USA Pension Plan$50MPrincipal Pension Plan for Certain Former AgentsPrincipal Pension Plan for C…$50M
End-of-year total assets ($M) among Puerto Rico Telephone Company Retirement Plan for Certain Former Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$50M
Net Income-$15M
Employer EIN660564397
Plan Effective Date2017-01-01
Filing StatusFILING 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
$880M$900M$920M$940M 202220232024 $925M $886M ▼ -4.2%
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.

Puerto Rico Telephone Company Retirement Plan for Certain Former Employees vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 02004006008001000 Total assets ($M) Participants Puerto Rico Telephone Company Retirement Plan for Certain Former Employees, Total assets ($M): 50.06397 · Participants: 0Puerto Rico Telephone Company Retirement Plan for Certain Former EmployeesPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 857.564471 · Participants: 1841Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 592.325263 · Participants: 2057Banco Popular De Puerto Rico Retirement PlanMsd Puerto Rico Pension Plan, Total assets ($M): 389.527088 · Participants: 510Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 323.80921 · Participants: 1067The Retirement Plan for Lilly Affiliate Employees in Puerto RicoComponents Pension Plan for Puerto Rico, Total assets ($M): 180.354302 · Participants: 130Components Pension Plan for Puerto Rico
Puerto Rico Telephone Company Retirement Plan for Certain Former Employees vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants

Puerto Rico Telephone Company Retirement Plan for Certain Former Employees's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Puerto Rico, the nearest Defined Benefit (Pension) by end-of-year assets is Appalachian Regional Healthcare, Inc. Administrative Retirement Plan in KY at $50M (this filing: $50M).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Puerto Rico Telephone Company Retirement Plan for Certain Former Employees assets move in 2022? ▼
Puerto Rico Telephone Company Retirement Plan for Certain Former Employees declined sharply - down 23.4% during 2022, from $65M to $50M. Reported net income was -$15M.
How have Puerto Rico Telephone Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Puerto Rico Telephone Company's sponsor-wide assets declined 4.2%, from $925M to $886M.
Where does Puerto Rico Telephone Company Retirement Plan for Certain Former Employees rank by assets among Form 5500 filers? ▼
Puerto Rico Telephone Company Retirement Plan for Certain Former Employees ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Puerto Rico Telephone Company Retirement Plan for Certain Former Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Appalachian Regional Healthcare, Inc. Administrative Retirement Plan in KY ($50M, 147 participants).