Defined Benefit (Pension) · DOL Form 5500 · 2022

AT&T Inc. Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
31
Participants Small participant base
78th
Percentile by assets National rank
$657,258
Avg per participant High balance/head
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Official DOL plan name: AT&T Puerto Rico Pension Benefit Plan · Sponsored by AT&T Inc. · Texas · Information & Media

$20M in assets, 31 participants

AT&T Inc.'s AT&T Puerto Rico Pension Benefit Plan reported $20M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #1,993 in Information & Media (2,911 peers)

Where AT&T Puerto Rico Pension Benefit Plan sits by assets

AT&T Puerto Rico Pension Benefit Plan sits in the top quartile of all filed plans by assets, $20M for 31 participants (~$657,258/participant), down 31.9% in 2022.

#1,993
in Information & Media (2,911 peers)
-31.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

AT&T Puerto Rico Pension Benefit Plan's outsized position by total assets

AT&T Puerto Rico Pension Benefit Plan vs every filed plan by assets

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

$20,375,000 Top 22% higher than 78% 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

AT&T Puerto Rico Pension Benefit Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. AT&T Puerto Rico Pension Benefit Plan is a small filing (31 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 431301883 · AT&T Inc. PY 2022 · Defined Benefit (Pension)

AT&T Puerto Rico Pension Benefit Plan · $20M · 31 · 78th

  • BOY $20M
  • SCH 31
  • EBSA 78th
  • PART Defined Benefit (Pension)
  • TYPE near Local 837 Pension Plan
  • NET ind #1993

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 Texas →

AT&T Puerto Rico Pension Benefit Plan in the asset neighbourhood

Roofers Local Union No. 71 Pension PlanRoofers Local Union No. 71 P…$20MPension Plan for Employees of Volunteer Energy CooperativePension Plan for Employees o…$20MAT&T Puerto Rico Pension Benefit PlanAT&T Puerto Rico Pension Ben…$20MLocal 837 Pension Plan$20MGolden Svcs Pension Plan$20M
End-of-year total assets ($M) among AT&T Puerto Rico Pension Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$20M
Net Income-$10M
Employer EIN431301883
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AT&T Inc.)

Sponsor-wide plan assets over time

All AT&T Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73.8B 8.550747591630927% vs 2022
2024 filing year
$70B$75B$80B$85B 202220232024 $80.7B $73.8B ▼ -8.6%
Year Plans Participants Total Assets
2022 5 294,690 $80.7B
2023 5 254,657 $72.2B
2024 5 235,723 $73.8B

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

AT&T Puerto Rico Pension Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants AT&T Puerto Rico Pension Benefit Plan, Total assets ($B): 0.020375 · Participants: 31AT&T Puerto Rico Pension Benefit PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
AT&T Puerto Rico Pension Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare AT&T Puerto Rico Pension Benefit Plan side-by-side with 3 peers →

AT&T Puerto Rico Pension Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Local 837 Pension Plan in PA ($20M); by covered participants it is Nextier Bank Pension Plan in PA (31 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (31 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 AT&T Puerto Rico Pension Benefit Plan assets move in 2022? ▼
AT&T Puerto Rico Pension Benefit Plan contracted severely - down 31.9% during 2022, from $30M to $20M. Reported net income was -$10M.
How have AT&T Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), AT&T Inc.'s sponsor-wide assets declined 8.6%, from $80.7B to $73.8B.
Where does AT&T Puerto Rico Pension Benefit Plan rank by assets among Form 5500 filers? ▼
AT&T Puerto Rico Pension Benefit Plan ranks in the 78th 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 AT&T Puerto Rico Pension Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 837 Pension Plan in PA ($20M, 86 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to AT&T Puerto Rico Pension Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nextier Bank Pension Plan in PA (31 participants, $12M 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 431301883.

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.