Defined Benefit (Pension) · DOL Form 5500 · 2023

Puerto Rico Telephone Company Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
1,161
Participants Near avg headcount
70th
Percentile by assets National rank
$15,171
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Puerto Rico Telephone Company Lump Sum Retirement Plan · Sponsored by Puerto Rico Telephone Company · Puerto Rico · Information & Media

$18M in assets, 1,161 participants

Puerto Rico Telephone Company's Puerto Rico Telephone Company Lump Sum Retirement Plan reported $18M in total assets and 1,161 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #1,690 in Information & Media (2,818 peers)

Coverage in Puerto Rico

Puerto Rico Telephone Company Lump Sum Retirement Plan covers 1,161 participants in Puerto Rico, 13x the typical Puerto Rico plan (state average ~89 per filing). Assets: $18M.

#1,690
in Information & Media (2,818 peers)
+1.6%
assets growth YoY

Puerto Rico Telephone Company Lump Sum Retirement Plan's outsized position by total assets

Puerto Rico Telephone Company Lump Sum Retirement Plan vs every filed plan by assets

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

$17,614,008 Top 30% higher than 70% 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

Puerto Rico Telephone Company Lump Sum Retirement 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. Puerto Rico Telephone Company Lump Sum Retirement Plan lands in the large band (1,161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Puerto Rico Telephone Company Lump Sum Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $271K in the plan year 2023 filing.
  • Puerto Rico Telephone Company Lump Sum Retirement Plan reported participants fell from 1,296 in the plan year 2022 filing to 1,161 in the plan year 2023 filing.
  • Puerto Rico Telephone Company Lump Sum Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660564397 · Puerto Rico Telephone Company PY 2023 · Defined Benefit (Pension)

Puerto Rico Telephone Company Lump Sum Retirement Plan · $18M · 1,161 · 70th

  • BOOK $18M
  • BOOK 1,161
  • BOOK 70th
  • BOOK Defined Benefit (Pension)
  • BOOK near Niagara Lasalle Corporation & Lasalle Steel Company Pension Plan
  • BOOK ind #1690

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 →

Puerto Rico Telephone Company Lump Sum Retirement Plan in the asset neighbourhood

Puerto Rico Telephone Company Lump Sum Retirement PlanPuerto Rico Telephone Compan…$18MNiagara Lasalle Corporation & Lasalle Steel Company Pension PlanNiagara Lasalle Corporation …$18MPenn Security Bank and Trust Company Employees' Pension PlanPenn Security Bank and Trust…$18MPension Plan for Birla Carbon USAPension Plan for Birla Carbo…$18MAmerican Railcar Ind, Inc. Shippers Car Line Div Ees Pen PlanAmerican Railcar Ind, Inc. S…$18M
End-of-year total assets ($M) among Puerto Rico Telephone Company Lump Sum Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$271K
Employer EIN660564397
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Puerto Rico Telephone Company)

Sponsor-wide plan assets over time

All Puerto Rico Telephone Company 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 Defined Benefit (Pension) Plans in Puerto Rico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Puerto Rico Telephone Company Lump Sum Retirement Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -20002004006008001000 Total assets ($M) Participants Puerto Rico Telephone Company Lump Sum Retirement Plan, Total assets ($M): 17.614008 · Participants: 1161Puerto Rico Telephone Company Lump Sum Retirement PlanPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 800.425311 · Participants: 1638Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 632.455069 · Participants: 1952Banco Popular De Puerto Rico Retirement PlanMsd Puerto Rico Pension Plan, Total assets ($M): 416.908543 · Participants: 507Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.326883 · Participants: 1144The Retirement Plan for Lilly Affiliate Employees in Puerto RicoComponents Pension Plan for Puerto Rico, Total assets ($M): 177.084845 · Participants: 93Components Pension Plan for Puerto Rico
Puerto Rico Telephone Company Lump Sum Retirement Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Puerto Rico Telephone Company Lump Sum Retirement Plan side-by-side with 3 peers →

Puerto Rico Telephone Company Lump Sum Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Niagara Lasalle Corporation & Lasalle Steel Company Pension Plan in IN ($18M); by covered participants it is Northshore University Healthsystem Pension Plan in IL (1,160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,161 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 Puerto Rico Telephone Company Lump Sum Retirement Plan assets move in 2023? ▼
Puerto Rico Telephone Company Lump Sum Retirement Plan edged up modestly - up 1.6% during 2023, from $17M to $18M. Reported net income was $271K.
How have Puerto Rico Telephone Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Puerto Rico Telephone Company's sponsor-wide assets declined 4.2%, from $925M to $886M.
Which Defined Benefit (Pension) plans are similar in size to Puerto Rico Telephone Company Lump Sum Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Niagara Lasalle Corporation & Lasalle Steel Company Pension Plan in IN ($18M, 19 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Puerto Rico Telephone Company Lump Sum Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Northshore University Healthsystem Pension Plan in IL (1,160 participants, $212M 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.