Defined Benefit (Pension) · DOL Form 5500 · 2022

Puerto Rico Telephone Company Pension Plan

Data updated 2026-08-11

$17M
Total assets
1,296
Participants
75th
Percentile by assets
$13,382
Avg per participant
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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.

  • 75th percentile by assets (of 139,126 plans)
  • #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.

$17M
total plan assets (2022 EOY)
1,296
covered participants
75th
percentile by assets (of 139,126 plans)
$13,382
avg assets per participant

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.

Where Puerto Rico Telephone Company Lump Sum Retirement Plan sits 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 $2,010,000,000 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

State
Puerto Rico
Industry
Information & Media

Participants vs Puerto Rico filers

In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. Puerto Rico Telephone Company Lump Sum Retirement Plan reports 1,296 participants - 15x that state average ($17M EOY assets).

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)

$880M$900M$920M$940M 202220232024 $925M $886M ▼ -4.2%
Total plan assets by year, all Puerto Rico Telephone Company plans on file
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 ($M) Participants Puerto Rico Telephon…, Total assets ($M): 17.343319 · Participants: 1296Puerto Rico Telephon…Puerto Rico Telephon…, Total assets ($M): 857.564471 · Participants: 1841Puerto Rico Telephon…Banco Popular De Pue…, Total assets ($M): 592.325263 · Participants: 2057Banco Popular De Pue…Msd Puerto Rico Pens…, Total assets ($M): 389.527088 · Participants: 510Msd Puerto Rico Pens…The Retirement Plan …, Total assets ($M): 323.80921 · Participants: 1067The Retirement Plan …Components Pension P…, Total assets ($M): 180.354302 · Participants: 130Components Pension P…
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 R… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Puerto Rico Telephone Company Lump Sum Retirement Plan by total assets, not by location.

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).

Next read for Puerto Rico Telephone Company Lump Sum R…

Filing takeaways

Ways to act on Puerto Rico Telephone Company Lump Sum Retirement Plan's numbers.

  • By total assets, Puerto Rico Telephone Company Lump Sum Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Puerto Rico. Compare plans
  • Puerto Rico Telephone Company's sponsor-wide assets have declined 4.2% since 2022 across 3 plan years on file. More Information & Media plans

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.