Other · DOL Form 5500 · 2022

Puerto Rico Telephone Company, Inc. Retirement Plan

Data updated 2026-08-25

$356K
Total assets Small plan by assets
2,548
Participants Above avg headcount
15th
Percentile by assets National rank
$140
Avg per participant Low balance/head
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Official DOL plan name: Claro Puerto Rico Employees Savings Plan · Sponsored by Puerto Rico Telephone Company, Inc. · Puerto Rico · Information & Media

$356K in assets, 2,548 participants

Puerto Rico Telephone Company, Inc.'s Claro Puerto Rico Employees Savings Plan reported $356K in total assets and 2,548 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

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

Coverage in Puerto Rico

Claro Puerto Rico Employees Savings Plan covers 2,548 participants in Puerto Rico, 29x the typical Puerto Rico plan (state average ~89 per filing). Assets: $356K.

#230
in Information & Media (2,911 peers)
$353K
reported net income

Claro Puerto Rico Employees Savings Plan among the smaller filed plans by assets

Claro Puerto Rico Employees Savings Plan vs every filed plan by assets

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

$356,319 15th percentile higher than 15% 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

Claro Puerto Rico Employees Savings 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. Claro Puerto Rico Employees Savings Plan lands in the large band (2,548 participants).

Form 5500 schedule snapshot

Filing strip 660564397 · Puerto Rico Telephone Company, Inc. PY 2022 · Other

Claro Puerto Rico Employees Savings Plan · $356K · 2,548 · 15th

  • PART $356K
  • PART 2,548
  • PART 15th
  • PART Other
  • PART near Wonder Z Properties LLC Tax Deferred Keogh Plan
  • PART ind #230

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 →

Claro Puerto Rico Employees Savings Plan in the asset neighbourhood

Claro Puerto Rico Employees Savings PlanClaro Puerto Rico Employees …$356KWonder Z Properties LLC Tax Deferred Keogh PlanWonder Z Properties LLC Tax …$358KTax Deferred Annuity Plan of Bridgeways, Inc.Tax Deferred Annuity Plan of…$359KHeartland Senior Living 403b PlanHeartland Senior Living 403b…$355KInwood Community Services, Inc. 403(b) Retirement PlanInwood Community Services, I…$354K
End-of-year total assets ($M) among Claro Puerto Rico Employees Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$353K
Net Income$353K
Employer EIN660564397
Plan Effective Date2022-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Puerto Rico Telephone Company, Inc.)

Sponsor-wide plan assets over time

All Puerto Rico Telephone Company, Inc. 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 Other Plans in Puerto Rico

Peer Other plans, same state, same plan type, ranked by total assets.

Claro Puerto Rico Employees Savings Plan vs. nearby Other plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0100020003000 -20020406080100 Total assets ($M) Participants Claro Puerto Rico Employees Savings Plan, Total assets ($M): 0.356319 · Participants: 2548Claro Puerto Rico Employees Savings PlanEvertec Group, LLC Savings & Investment Plan Savings and Investment Plan, Total assets ($M): 84.797751 · Participants: 1287Evertec Group, LLC Savings & Investment Plan Savings and Investment PlanBd Savings Plan for Puerto Rico Employees, Total assets ($M): 58.71303 · Participants: 692Bd Savings Plan for Puerto Rico EmployeesThe Eaton Puerto Rico Retirement Savings Plan, Total assets ($M): 54.286487 · Participants: 1415The Eaton Puerto Rico Retirement Savings PlanUnion De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan, Total assets ($M): 21.354388 · Participants: 209Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement PlanRetirement Plan of Henkel Puerto Rico, Inc., Total assets ($M): 16.251075 · Participants: 196Retirement Plan of Henkel Puerto Rico, Inc.
Claro Puerto Rico Employees Savings Plan vs. nearby Other plans in Puerto Rico, assets vs. participants
Compare Claro Puerto Rico Employees Savings Plan side-by-side with 3 peers →

Claro Puerto Rico Employees Savings Plan's out-of-state Other peers by assets and headcount

Outside Puerto Rico, the nearest Other by assets is Wonder Z Properties LLC Tax Deferred Keogh Plan in MN ($358K); by covered participants it is Northbay Healthcare 403(b) Retirement Plan in CA (2,543 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,548 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 have Puerto Rico Telephone Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Puerto Rico Telephone Company, Inc.'s sponsor-wide assets declined 4.2%, from $925M to $886M.
Where does Claro Puerto Rico Employees Savings Plan rank by assets among Form 5500 filers? ▼
Claro Puerto Rico Employees Savings Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Claro Puerto Rico Employees Savings Plan? ▼
Among Other plans in other states, the closest by assets is Wonder Z Properties LLC Tax Deferred Keogh Plan in MN ($358K, 1 participant).
Which Other plans cover a similar participant headcount to Claro Puerto Rico Employees Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Northbay Healthcare 403(b) Retirement Plan in CA (2,543 participants, $404M 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.