401(k) · DOL Form 5500 · 2023
AT&T Inc. 401(k) Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 26,684
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $77,291
- Avg per participant Below avg balance/head
Official DOL plan name: AT&T Savings and Security Plan · Sponsored by AT&T Inc. · Texas · Information & Media
$2.1B in assets, 26,684 participants
AT&T Inc.'s AT&T Savings and Security Plan reported $2.1B in total assets and 26,684 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #2,774 in Information & Media (2,818 peers)
Coverage in Texas
AT&T Savings and Security Plan covers 26,684 participants in Texas, 39x the typical Texas plan (state average ~688 per filing). Assets: $2.1B.
- #2,774
- in Information & Media (2,818 peers)
- +4.0%
- assets growth YoY
- 21×
- vs typical plan assets (national mean)
AT&T Savings and Security Plan's outsized position by total assets
AT&T Savings and Security Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,062,438,000 Top 1% higher than 99% 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 Savings and Security 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 Savings and Security Plan is a mega filing (26,684 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- AT&T Savings and Security Plan reported net income rose from -$483M in the plan year 2022 filing to $81M in the plan year 2023 filing.
- AT&T Savings and Security Plan reported participants fell from 30,467 in the plan year 2022 filing to 26,684 in the plan year 2023 filing.
- AT&T Savings and Security Plan end-of-year assets rose from $2.0B in the plan year 2022 filing to $2.1B in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 431301883 · AT&T Inc. PY 2023 · 401(k)
AT&T Savings and Security Plan · $2.1B · 26,684 · 99th
- ASSETS $2.1B
- ASSETS 26,684
- ASSETS 99th
- ASSETS 401(k)
- ASSETS near Business Performance Savings Plan of Hallmark Cards, Incorporated
- ASSETS ind #2774
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 Savings and Security Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | $81M |
| Employer EIN | 431301883 |
| Plan Effective Date | 1983-10-14 |
| 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 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for AT&T Savings and Security Plan
AT&T Savings and Security Plan reports $2.1B in end-of-year assets across 26,684 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.028% of 93,925,755 covered participants) - about $77,291 per participant (56% of the national average assets-per-participant) . Net income for plan year 2023 was $81M.
This plan identity (EIN 431301883, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.3B (+14.3%) while covered participants moved from 30,467 to 25,236 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 30,467 | $2.0B | Open filing |
| 2023 | 26,684 | $2.1B | This page |
| 2024 · index core | 25,236 | $2.3B | 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 Savings and Security Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Business Performance Savings Plan of Hallmark Cards, Incorporated in MO ($2.1B); by covered participants it is Red Lobster 401(k) Plan in FL (26,687 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- Business Performance Savings Plan of Hallmark Cards, Incorporated (MO) $2.1B · 4,874
- Quad/Graphics Diversified Plan (WI) $2.1B · 11,766
- American Financial Group 401(k) Retirement and Savings Plan (OH) $2.1B · 6,912
- Cgi Technologies and Solutions, Inc. 401(k) Savings Plan (VA) $2.1B · 12,065
Similar participant headcount
Nearest other-state filings by covered participants (26,684 participants); asset peers above are excluded.
- Red Lobster 401(k) Plan (FL) 26,687 · 3 off
- Textron Savings Plan (RI) 26,580 · 104 off
- Eaton Savings Plan (OH) 26,555 · 129 off
- Kellermeyer Bergensons Services Savings & Protection Plan (CA) 26,521 · 163 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.