Defined Benefit (Pension) · DOL Form 5500 · 2023

Puerto Rico Telephone Company Pension Plan

Data updated 2026-08-25

$800M
Total assets Above avg plan size
1,638
Participants Near avg headcount
98th
Percentile by assets National rank
$488,660
Avg per participant High balance/head
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Official DOL plan name: Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees · Sponsored by Puerto Rico Telephone Company · Puerto Rico · Information & Media

$800M in assets, 1,638 participants

Puerto Rico Telephone Company's Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees reported $800M in total assets and 1,638 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #2,732 in Information & Media (2,818 peers)

Coverage in Puerto Rico

Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees covers 1,638 participants in Puerto Rico, 18x the typical Puerto Rico plan (state average ~89 per filing). Assets: $800M.

#2,732
in Information & Media (2,818 peers)
-6.7%
assets change YoY
8.0×
vs typical plan assets (national mean)

The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees's outsized position by total assets

Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees vs every filed plan by assets

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

$800,425,311 Top 2% higher than 98% 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 Consolidated Retirement Plan for Salaried and Hourly Employees'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 Consolidated Retirement Plan for Salaried and Hourly Employees lands in the large band (1,638 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees reported net income rose from -$297M in the plan year 2022 filing to -$30M in the plan year 2023 filing.
  • Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees reported participants fell from 1,841 in the plan year 2022 filing to 1,638 in the plan year 2023 filing.
  • Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees end-of-year assets fell from $858M in the plan year 2022 filing to $800M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees · $800M · 1,638 · 98th

  • VS-ST $800M
  • VS-ST 1,638
  • VS-ST 98th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Operating Eng Cons Ind Misc. Pension Fund
  • VS-ST ind #2732

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 Consolidated Retirement Plan for Salaried and Hourly Employees in the asset neighbourhood

Daimler Truck North America UAW Pension PlanDaimler Truck North America …$805MOperating Eng Cons Ind Misc. Pension FundOperating Eng Cons Ind Misc.…$801MPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesPuerto Rico Telephone Compan…$800MBarnabas Health Retirement Income PlanBarnabas Health Retirement I…$797MOne Gas, Inc. Retirement Plan$796M
End-of-year total assets ($M) among Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$858M
Net Assets (End of Year)$800M
Net Income-$30M
Employer EIN660564397
Plan Effective Date2019-01-01
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 Consolidated Retirement Plan for Salaried and Hourly Employees vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 02004006008001000 Total assets ($M) Participants Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($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 RicoBristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan, Total assets ($M): 156.44909 · Participants: 348Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan
Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees side-by-side with 3 peers →

Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Operating Eng Cons Ind Misc. Pension Fund in PA ($801M); by covered participants it is Retirement Plan of American Fidelity Group in OK (1,638 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($800M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,638 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 Consolidated Retirement Plan for Salaried and Hourly Employees assets move in 2023? ▼
Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees pulled back noticeably - down 6.7% during 2023, from $858M to $800M. Reported net income was -$30M.
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.
Where does Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees rank by assets among Form 5500 filers? ▼
Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Operating Eng Cons Ind Misc. Pension Fund in PA ($801M, 4,047 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan of American Fidelity Group in OK (1,638 participants, $349M 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.