Other · DOL Form 5500 · 2023

Puerto Rico Telephone Company, Inc. Retirement Plan

Data updated 2026-08-25

$876K
Total assets Small plan by assets
2,650
Participants Above avg headcount
23rd
Percentile by assets National rank
$330
Avg per participant Low balance/head
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Official DOL plan name: Claro Puerto Rico Employees Savings Plan · Sponsored by Puerto Rico Telephone Company, Inc. · Puerto Rico · Information & Media

$876K in assets, 2,650 participants

Puerto Rico Telephone Company, Inc.'s Claro Puerto Rico Employees Savings Plan reported $876K in total assets and 2,650 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

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

Coverage in Puerto Rico

Claro Puerto Rico Employees Savings Plan covers 2,650 participants in Puerto Rico, 30x the typical Puerto Rico plan (state average ~89 per filing). Assets: $876K.

#319
in Information & Media (2,818 peers)
+145.7%
assets growth YoY

Claro Puerto Rico Employees Savings Plan among the smaller filed plans by assets

Claro Puerto Rico Employees Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$875,560 23rd percentile higher than 23% 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

Claro Puerto Rico Employees Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Claro Puerto Rico Employees Savings Plan lands in the large band (2,650 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Claro Puerto Rico Employees Savings Plan end-of-year assets rose from $356K in the plan year 2022 filing to $876K in the plan year 2023 filing.
  • Claro Puerto Rico Employees Savings Plan reported net income rose from $353K in the plan year 2022 filing to $523K in the plan year 2023 filing.
  • Claro Puerto Rico Employees Savings Plan reported participants rose from 2,548 in the plan year 2022 filing to 2,650 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660564397 · Puerto Rico Telephone Company, Inc. PY 2023 · Other

Claro Puerto Rico Employees Savings Plan · $876K · 2,650 · 23rd

  • BOY $876K
  • BOY 2,650
  • BOY 23rd
  • BOY Other
  • BOY near 403(b) Thrift Plan for Employees of Person Centered Care Services, Inc.
  • BOY ind #319

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 Puerto Rico →

Claro Puerto Rico Employees Savings Plan in the asset neighbourhood

Larry Greenbaum Keogh$885KDogwood Timber, Inc. 401(k) PlanDogwood Timber, Inc. 401(k) …$887KClaro Puerto Rico Employees Savings PlanClaro Puerto Rico Employees …$876K403(b) Thrift Plan for Employees of Person Centered Care Services, Inc.403(b) Thrift Plan for Emplo…$874KConductive Technologies, Inc. Stock Bonus PlanConductive Technologies, Inc…$873K
End-of-year total assets ($M) among Claro Puerto Rico Employees Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$356K
Net Assets (End of Year)$876K
Net Income$523K
Employer EIN660564397
Plan Effective Date2022-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Puerto Rico Telephone Company, Inc.)

Sponsor-wide plan assets over time

All Puerto Rico Telephone Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$886M 4.217054889566363% vs 2022
2024 filing year
$880M$900M$920M$940M 202220232024 $925M $886M ▼ -4.2%
Year Plans Participants Total Assets
2022 4 5,685 $925M
2023 4 5,450 $895M
2024 4 5,357 $886M

Nearby Other Plans in Puerto Rico

Peer Other plans, same state, same plan type, ranked by total assets.

Claro Puerto Rico Employees Savings Plan vs. nearby Other plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -50050100150 Total assets ($M) Participants Claro Puerto Rico Employees Savings Plan, Total assets ($M): 0.87556 · Participants: 2650Claro Puerto Rico Employees Savings PlanEvertec Group, LLC Savings & Investment Plan Savings and Investment Plan, Total assets ($M): 101.79785 · Participants: 1314Evertec Group, LLC Savings & Investment Plan Savings and Investment PlanBd Savings Plan for Puerto Rico Employees, Total assets ($M): 70.223915 · Participants: 1390Bd Savings Plan for Puerto Rico EmployeesUnion De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan, Total assets ($M): 24.584273 · Participants: 208Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement PlanSarco Employees Retirement Plan, Total assets ($M): 22.842442 · Participants: 3515Sarco Employees Retirement PlanRetirement Plan of Henkel Puerto Rico, Inc., Total assets ($M): 18.174946 · Participants: 232Retirement Plan of Henkel Puerto Rico, Inc.
Claro Puerto Rico Employees Savings Plan vs. nearby Other plans in Puerto Rico, assets vs. participants
Compare Claro Puerto Rico Employees Savings Plan side-by-side with 3 peers →

Claro Puerto Rico Employees Savings Plan's out-of-state Other peers by assets and headcount

Outside Puerto Rico, the nearest Other by assets is 403(b) Thrift Plan for Employees of Person Centered Care Services, Inc. in NY ($874K); by covered participants it is Arizona Laborers & Teamsters Annuity Plan in AZ (2,648 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,650 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 Claro Puerto Rico Employees Savings Plan assets move in 2023? ▼
Claro Puerto Rico Employees Savings Plan surged - up 145.7% during 2023, from $356K to $876K. Reported net income was $523K.
How have Puerto Rico Telephone Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Puerto Rico Telephone Company, Inc.'s sponsor-wide assets declined 4.2%, from $925M to $886M.
Where does Claro Puerto Rico Employees Savings Plan rank by assets among Form 5500 filers? ▼
Claro Puerto Rico Employees Savings Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Claro Puerto Rico Employees Savings Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Person Centered Care Services, Inc. in NY ($874K, 267 participants).
Which Other plans cover a similar participant headcount to Claro Puerto Rico Employees Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Arizona Laborers & Teamsters Annuity Plan in AZ (2,648 participants, $49M 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 660564397.

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.