Profit Sharing · DOL Form 5500 · 2023
AT&T Inc. Profit Sharing Plan
Data updated 2026-08-25
- $97M
- Total assets Below avg plan size
- 228
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $424,614
- Avg per participant High balance/head
Official DOL plan name: AT&T Puerto Rico Retirement Savings Plan · Sponsored by AT&T Inc. · Texas · Information & Media
$97M in assets, 228 participants
AT&T Inc.'s AT&T Puerto Rico Retirement Savings Plan reported $97M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #2,451 in Information & Media (2,818 peers)
Coverage in Texas
AT&T Puerto Rico Retirement Savings Plan covers 228 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $97M.
- #2,451
- in Information & Media (2,818 peers)
- +4.8%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
AT&T Puerto Rico Retirement Savings Plan's outsized position by total assets
AT&T Puerto Rico Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$96,812,000 Top 9% higher than 91% 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 Puerto Rico Retirement Savings Plan among mid-size 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 Retirement Savings Plan sits mid-pack in the medium band (228 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- AT&T Puerto Rico Retirement Savings Plan reported net income rose from -$38M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- AT&T Puerto Rico Retirement Savings Plan end-of-year assets rose from $92M in the plan year 2022 filing to $97M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 431301883 · AT&T Inc. PY 2023 · Profit Sharing
AT&T Puerto Rico Retirement Savings Plan · $97M · 228 · 91st
- EIN $97M
- RANK 228
- PHOTO 91st
- IND Profit Sharing
- EOY near Retirement Plan for Employees of Howardcenter
- 5500 ind #2451
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 Retirement Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $97M |
| Net Income | $4M |
| Employer EIN | 431301883 |
| Plan Effective Date | 1994-04-15 |
| 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 Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
AT&T Puerto Rico Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Retirement Plan for Employees of Howardcenter in VT ($98M); by covered participants it is American Waste Control, Inc. Profit Sharing Plan in OK (227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97M here).
Similar participant headcount
Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.
- American Waste Control, Inc. Profit Sharing Plan (OK) 227 · 1 off
- Lakeshore Legal Aid 403(b) Plan (MI) 229 · 1 off
- Lighthouse Masonry, Inc. Retirement Savings Plan (MA) 227 · 1 off
- Pepe Ganga Retirement Plan (PR) 229 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.