Defined Benefit (Pension) · DOL Form 5500 · 2023
AT&T Inc. Pension Plan
Data updated 2026-08-25
- $30.0B
- Total assets Mega-plan scale
- 107,859
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $278,313
- Avg per participant High balance/head
Official DOL plan name: AT&T Pension Benefit Plan · Sponsored by AT&T Inc. · Texas · Information & Media
$30.0B in assets, 107,859 participants
AT&T Inc.'s AT&T Pension Benefit Plan reported $30.0B in total assets and 107,859 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #2,815 in Information & Media (2,818 peers)
Coverage in Texas
AT&T Pension Benefit Plan covers 107,859 participants in Texas, 157x the typical Texas plan (state average ~688 per filing). Assets: $30.0B.
- #2,815
- in Information & Media (2,818 peers)
- -26.8%
- assets change YoY
- 301×
- vs typical plan assets (national mean)
The plan reported a net loss of $11.0B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
AT&T Pension Benefit Plan's outsized position by total assets
AT&T Pension Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,018,512,000 Highest reported value at or above every one of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
AT&T Pension Benefit Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. AT&T Pension Benefit Plan is a mega filing (107,859 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- AT&T Pension Benefit Plan end-of-year assets fell from $41.0B in the plan year 2022 filing to $30.0B in the plan year 2023 filing.
- AT&T Pension Benefit Plan reported net income rose from -$13.8B in the plan year 2022 filing to -$11.0B in the plan year 2023 filing.
- AT&T Pension Benefit Plan reported participants fell from 119,463 in the plan year 2022 filing to 107,859 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 431301883 · AT&T Inc. PY 2023 · Defined Benefit (Pension)
AT&T Pension Benefit Plan · $30.0B · 107,859 · 100th
- NET $30.0B
- BOOK 107,859
- VS-ST 100th
- BOY Defined Benefit (Pension)
- SCH near Fedex Corporation Employees' Pension Plan
- EBSA ind #2815
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 Pension Benefit Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $41.0B |
|---|---|
| Net Assets (End of Year) | $30.0B |
| Net Income | -$11.0B |
| Employer EIN | 431301883 |
| Plan Effective Date | 1943-10-01 |
| Filing Status | FILING 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
| 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.
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
- Toyota Motor Sales, U.S.a., Inc. Pension Plan $4.9B · 4,644
Scale composition for AT&T Pension Benefit Plan
AT&T Pension Benefit Plan reports $30.0B in end-of-year assets across 107,859 participants (0.24% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.11% of 93,925,755 covered participants) - about $278,313 per participant (2.0x the national average assets-per-participant) . Net income for plan year 2023 was -$11.0B.
This plan identity (EIN 431301883, plan #017) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $41.0B to $28.3B (-31.1%) while covered participants moved from 119,463 to 100,400 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 119,463 | $41.0B | Open filing |
| 2023 | 107,859 | $30.0B | This page |
| 2024 · index core | 100,400 | $28.3B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- AT&T Retirement Savings Plan (401(k), $43.1B, 109,889 participants)
- AT&T Pension Benefit Plan (Defined Benefit (Pension), $28.3B, 100,400 participants)
- AT&T Savings and Security Plan (401(k), $2.3B, 25,236 participants)
AT&T 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 Fedex Corporation Employees' Pension Plan in TN ($26.6B); by covered participants it is 1199seiu Health Care Employees Pension Fund in NY (107,582 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30.0B here).
- Fedex Corporation Employees' Pension Plan (TN) $26.6B · 139,031
- Kaiser Permanente Retirement Plan (CA) $33.5B · 127,356
- The Pension Value Plan for Employees of the Boeing Company (WA) $25.0B · 31,566
- IBM Personal Pension Plan (NY) $25.0B · 14,881
Similar participant headcount
Nearest other-state filings by covered participants (107,859 participants); asset peers above are excluded.
- 1199seiu Health Care Employees Pension Fund (NY) 107,582 · 277 off
- Sound Retirement Trust (WA) 93,701 · 14,158 off
- Iam National Pension Fund (DC) 92,151 · 15,708 off
- JPMorgan Chase Retirement Plan (NJ) 90,644 · 17,215 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.