Defined Benefit (Pension) · DOL Form 5500 · 2023
Puerto Rico Telephone Company Pension Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 1
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $76.6M
- Avg per participant High balance/head
Official DOL plan name: Puerto Rico Telephone Company Retirement Plan for Certain Former Employees · Sponsored by Puerto Rico Telephone Company · Puerto Rico · Information & Media
$77M in assets, 1 participants
Puerto Rico Telephone Company's Puerto Rico Telephone Company Retirement Plan for Certain Former Employees reported $77M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #2,386 in Information & Media (2,818 peers)
Where Puerto Rico Telephone Company Retirement Plan for Certain Former Employees sits by assets
Puerto Rico Telephone Company Retirement Plan for Certain Former Employees sits in the top quartile of all filed plans by assets, $77M for 1 participant (~$76.6M/participant), up 52.9% in 2023.
- #2,386
- in Information & Media (2,818 peers)
- +52.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $371K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Puerto Rico Telephone Company Retirement Plan for Certain Former Employees's outsized position by total assets
Puerto Rico Telephone Company Retirement Plan for Certain Former Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$76,557,490 Top 11% higher than 89% 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
Puerto Rico Telephone Company Retirement Plan for Certain Former Employees among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Puerto Rico Telephone Company Retirement Plan for Certain Former Employees is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Puerto Rico Telephone Company Retirement Plan for Certain Former Employees reported net income rose from -$15M in the plan year 2022 filing to -$371K in the plan year 2023 filing.
- Puerto Rico Telephone Company Retirement Plan for Certain Former Employees end-of-year assets rose from $50M in the plan year 2022 filing to $77M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 660564397 · Puerto Rico Telephone Company PY 2023 · Defined Benefit (Pension)
Puerto Rico Telephone Company Retirement Plan for Certain Former Employees · $77M · 1 · 89th
- PHOTO $77M
- IND 1
- EOY 89th
- 5500 Defined Benefit (Pension)
- ASSETS near Boca Raton Regional Hospital Employees Pension Plan
- PCT ind #2386
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 Retirement Plan for Certain Former Employees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | -$371K |
| Employer EIN | 660564397 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING 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
| 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 $800M · 1,638
- Banco Popular De Puerto Rico Retirement Plan $632M · 1,952
- Msd Puerto Rico Pension Plan $417M · 507
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico $335M · 1,144
- Components Pension Plan for Puerto Rico $177M · 93
Puerto Rico Telephone Company Retirement Plan for Certain Former Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Boca Raton Regional Hospital Employees Pension Plan in FL ($77M); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.