Defined Benefit (Pension) · DOL Form 5500 · 2022

Puerto Rico Telephone Company Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
1,296
Participants Near avg headcount
75th
Percentile by assets National rank
$13,382
Avg per participant Low balance/head
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Official DOL plan name: Puerto Rico Telephone Company Lump Sum Retirement Plan · Sponsored by Puerto Rico Telephone Company · Puerto Rico · Information & Media

$17M in assets, 1,296 participants

Puerto Rico Telephone Company's Puerto Rico Telephone Company Lump Sum Retirement Plan reported $17M in total assets and 1,296 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #1,889 in Information & Media (2,911 peers)

Coverage in Puerto Rico

Puerto Rico Telephone Company Lump Sum Retirement Plan covers 1,296 participants in Puerto Rico, 15x the typical Puerto Rico plan (state average ~89 per filing). Assets: $17M.

#1,889
in Information & Media (2,911 peers)
-22.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Puerto Rico Telephone Company Lump Sum Retirement Plan's outsized position by total assets

Puerto Rico Telephone Company Lump Sum Retirement Plan vs every filed plan by assets

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

$17,343,319 Top 25% higher than 75% 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

Puerto Rico Telephone Company Lump Sum Retirement Plan'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 Lump Sum Retirement Plan lands in the large band (1,296 participants).

Plan-year Form 5500 strip

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

Puerto Rico Telephone Company Lump Sum Retirement Plan · $17M · 1,296 · 75th

  • PHOTO $17M
  • PHOTO 1,296
  • PHOTO 75th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near George W. Prescott Publishing Pension Plan
  • PHOTO ind #1889

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 Lump Sum Retirement Plan in the asset neighbourhood

George W. Prescott Publishing Pension PlanGeorge W. Prescott Publishin…$17MRetirement Plan for Employees of Bethesda Health Group, Inc.Retirement Plan for Employee…$17MPuerto Rico Telephone Company Lump Sum Retirement PlanPuerto Rico Telephone Compan…$17MClearon Corporation Employees' Pension PlanClearon Corporation Employee…$17MNew England Sinai Hospital Pension PlanNew England Sinai Hospital P…$17M
End-of-year total assets ($M) among Puerto Rico Telephone Company Lump Sum Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$17M
Net Income-$5M
Employer EIN660564397
Plan Effective Date1996-01-01
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 Lump Sum Retirement Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -20002004006008001000 Total assets ($M) Participants Puerto Rico Telephone Company Lump Sum Retirement Plan, Total assets ($M): 17.343319 · Participants: 1296Puerto Rico Telephone Company Lump Sum Retirement PlanPuerto 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 Lump Sum Retirement Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Puerto Rico Telephone Company Lump Sum Retirement Plan side-by-side with 3 peers →

Puerto Rico Telephone Company Lump Sum Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is George W. Prescott Publishing Pension Plan in MA ($17M); by covered participants it is Tile Layers Union Local No. 52 Ny Pension Fund in NY (1,295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,296 participants); asset peers above are excluded.

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 Lump Sum Retirement Plan assets move in 2022? ▼
Puerto Rico Telephone Company Lump Sum Retirement Plan declined sharply - down 22.2% during 2022, from $22M to $17M. Reported net income was -$5M.
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 Lump Sum Retirement Plan rank by assets among Form 5500 filers? ▼
Puerto Rico Telephone Company Lump Sum Retirement Plan ranks in the 75th 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 Lump Sum Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is George W. Prescott Publishing Pension Plan in MA ($17M, 30 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Puerto Rico Telephone Company Lump Sum Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tile Layers Union Local No. 52 Ny Pension Fund in NY (1,295 participants, $135M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660564397.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.