Profit Sharing · DOL Form 5500 · 2023
AT&T Inc. Profit Sharing Plan
Data updated 2026-08-11
- $97M
- Total assets
- 228
- Participants
- 91st
- Percentile by assets
- $424,614
- Avg per participant
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.
- 91st percentile by assets (of 127,072 plans)
- #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.
- $97M
- total plan assets (2023 EOY)
- 228
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $424,614
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. AT&T Puerto Rico Retirement Savings Plan reports 228 participants - about 33% of that state average ($97M EOY assets).
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.)
| 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.
AT&T Puerto Rico Retirement Savings Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to AT&T Puerto Rico Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did AT&T Puerto Rico Retirement Savings Plan assets move in 2023? ▼
How have AT&T Inc. plan assets changed over time? ▼
Where does AT&T Puerto Rico Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to AT&T Puerto Rico Retirement Savings Plan? ▼
Next read for AT&T Puerto Rico Retirement Savings Plan
Filing takeaways
Ways to act on AT&T Puerto Rico Retirement Savings Plan's numbers.
- By total assets, AT&T Puerto Rico Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Texas. Compare plans
- AT&T Inc.'s sponsor-wide assets have declined 8.6% since 2022 across 3 plan years on file. More Information & Media plans