Defined Benefit (Pension) · DOL Form 5500 · 2023

AT&T Inc. Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
32
Participants Small participant base
73rd
Percentile by assets National rank
$636,688
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, 32 participants

AT&T Inc.'s AT&T Puerto Rico Pension Benefit Plan reported $20M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #1,787 in Information & Media (2,818 peers)

What the 2023 filing shows

AT&T Puerto Rico Pension Benefit Plan holds $20M for 32 participants - about $636,688 per participant, above the median plan by assets.

#1,787
in Information & Media (2,818 peers)
-0.0%
assets change YoY

The plan reported a net loss of $1K 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 2023 · DOL Form 5500

$20,374,000 Top 27% higher than 73% of 127,068 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 2023

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

Plan-year 2023 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 (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • AT&T Puerto Rico Pension Benefit Plan reported net income rose from -$10M in the plan year 2022 filing to -$1K in the plan year 2023 filing.
  • AT&T Puerto Rico Pension Benefit Plan reported participants rose from 31 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 431301883 · AT&T Inc. PY 2023 · Defined Benefit (Pension)

AT&T Puerto Rico Pension Benefit Plan · $20M · 32 · 73rd

  • IND $20M
  • EOY 32
  • 5500 73rd
  • ASSETS Defined Benefit (Pension)
  • PCT near Retirement Program Plan for Employees of Eramet Marietta, Inc.
  • EIN ind #1787

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

Retirement Program Plan for Employees of Eramet Marietta, Inc.Retirement Program Plan for …$20MThe M/a/R/C Group Pension PlanThe M/a/R/C Group Pension Pl…$20MJewish Guild for the Blind Bargaining Unit Employees' Pension PlanJewish Guild for the Blind B…$20MAT&T Puerto Rico Pension Benefit PlanAT&T Puerto Rico Pension Ben…$20MKnouse Foods Bargaining Unit Employees Retirement PlanKnouse Foods Bargaining Unit…$20M
End-of-year total assets ($M) among AT&T Puerto Rico Pension Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$20M
Net Income-$1K
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 -10010203040 Total assets ($B) Participants AT&T Puerto Rico Pension Benefit Plan, Total assets ($B): 0.020374 · Participants: 32AT&T Puerto Rico Pension Benefit PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp 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 Retirement Program Plan for Employees of Eramet Marietta, Inc. in OH ($20M); by covered participants it is Winholt Equipment Corporation Defined Benefit Plan in NY (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
AT&T Puerto Rico Pension Benefit Plan held essentially flat - down 0.0% during 2023, from $20M to $20M. Reported net income was -$1K.
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.
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 Retirement Program Plan for Employees of Eramet Marietta, Inc. in OH ($20M, 67 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 Winholt Equipment Corporation Defined Benefit Plan in NY (32 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.