Defined Benefit (Pension) · DOL Form 5500 · 2023

Liberty Communications of Puerto Rico LLC Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
509
Participants Below avg headcount
43rd
Percentile by assets National rank
$8,942
Avg per participant Low balance/head
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Official DOL plan name: Liberty Puerto Rico Pension Plan · Sponsored by Liberty Communications of Puerto Rico LLC · Puerto Rico · Information & Media

$5M in assets, 509 participants

Liberty Communications of Puerto Rico LLC's Liberty Puerto Rico Pension Plan reported $5M in total assets and 509 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

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

Coverage in Puerto Rico

Liberty Puerto Rico Pension Plan covers 509 participants in Puerto Rico, 5.7x the typical Puerto Rico plan (state average ~89 per filing). Assets: $5M.

#746
in Information & Media (2,818 peers)
+69.2%
assets growth YoY

Liberty Puerto Rico Pension Plan's mid-pack asset rank among Information & Media and all filers

Liberty Puerto Rico Pension Plan vs every filed plan by assets

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

$4,551,432 43rd percentile higher than 43% 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

Liberty Puerto Rico Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liberty Puerto Rico Pension Plan sits mid-pack in the medium band (509 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liberty Puerto Rico Pension Plan reported net income rose from $715K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Liberty Puerto Rico Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Liberty Puerto Rico Pension Plan reported participants fell from 533 in the plan year 2022 filing to 509 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660659935 · Liberty Communications of Puerto Rico LLC PY 2023 · Defined Benefit (Pension)

Liberty Puerto Rico Pension Plan · $5M · 509 · 43rd

  • TYPE $5M
  • TYPE 509
  • TYPE 43rd
  • TYPE Defined Benefit (Pension)
  • TYPE near Wells Manufacturing Pension Plan
  • TYPE ind #746

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 →

Liberty Puerto Rico Pension Plan in the asset neighbourhood

Herschel Kulefsky, Esq. Retirement PlanHerschel Kulefsky, Esq. Reti…$5MRussellville Engineered Castings Union Retirement PlanRussellville Engineered Cast…$5MKorg U.S.a. Pension Plan$5MLiberty Puerto Rico Pension PlanLiberty Puerto Rico Pension …$5MWells Manufacturing Pension PlanWells Manufacturing Pension …$5M
End-of-year total assets ($M) among Liberty Puerto Rico Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN660659935
Plan Effective Date2020-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Communications of Puerto Rico LLC)

Sponsor-wide plan assets over time

All Liberty Communications of Puerto Rico LLC plans reported in each filing year

Latest sponsor-wide plan assets
$122M 67.64431417529416% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $72.7M $122M ▲ +67.6%
Year Plans Participants Total Assets
2022 3 2,563 $73M
2023 3 2,612 $102M
2024 3 2,567 $122M

Nearby Defined Benefit (Pension) Plans in Puerto Rico

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

Liberty Puerto Rico Pension Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -20002004006008001000 Total assets ($M) Participants Liberty Puerto Rico Pension Plan, Total assets ($M): 4.551432 · Participants: 509Liberty Puerto Rico Pension 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
Liberty Puerto Rico Pension Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Liberty Puerto Rico Pension Plan side-by-side with 3 peers →

Liberty Puerto Rico Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Wells Manufacturing Pension Plan in WI ($5M); by covered participants it is Kansas City Cement Masons Pension Fund in MO (509 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (509 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 Liberty Puerto Rico Pension Plan assets move in 2023? ▼
Liberty Puerto Rico Pension Plan surged - up 69.2% during 2023, from $3M to $5M. Reported net income was $2M.
How have Liberty Communications of Puerto Rico LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Communications of Puerto Rico LLC's sponsor-wide assets grew 67.6%, from $73M to $122M.
Which Defined Benefit (Pension) plans are similar in size to Liberty Puerto Rico Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wells Manufacturing Pension Plan in WI ($5M, 20 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Liberty Puerto Rico Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kansas City Cement Masons Pension Fund in MO (509 participants, $105M 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 660659935.

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.