Defined Benefit (Pension) · DOL Form 5500 · 2024

AT&T Inc. Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
22
Participants Small participant base
71st
Percentile by assets National rank
$939,500
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: AT&T Puerto Rico Pension Benefit Plan · Sponsored by AT&T Inc. · Texas · Information & Media

$21M in assets, 22 participants

AT&T Inc.'s AT&T Puerto Rico Pension Benefit Plan reported $21M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,725 in Information & Media (2,822 peers)

What the 2024 filing shows

AT&T Puerto Rico Pension Benefit Plan holds $21M for 22 participants - about $939,500 per participant, above the median plan by assets.

#1,725
in Information & Media (2,822 peers)
+1.4%
assets growth YoY

AT&T Puerto Rico Pension Benefit Plan's outsized position by total assets

AT&T Puerto Rico Pension Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,669,000 Top 29% higher than 71% of 123,620 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 2024

AT&T Puerto Rico Pension Benefit Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. AT&T Puerto Rico Pension Benefit Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • AT&T Puerto Rico Pension Benefit Plan reported net income rose from -$1K in the plan year 2023 filing to $295K in the plan year 2024 filing.
  • AT&T Puerto Rico Pension Benefit Plan reported participants fell from 32 in the plan year 2023 filing to 22 in the plan year 2024 filing.
  • AT&T Puerto Rico Pension Benefit Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 431301883 · AT&T Inc. PY 2024 · Defined Benefit (Pension)

AT&T Puerto Rico Pension Benefit Plan · $21M · 22 · 71st

  • EOY $21M
  • EOY 22
  • EOY 71st
  • EOY Defined Benefit (Pension)
  • EOY near Graymont U.S. Union Defined Benefit Pension Plan
  • EOY ind #1725

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 Texas →

AT&T Puerto Rico Pension Benefit Plan in the asset neighbourhood

Minor League Players Pension PlanMinor League Players Pension…$21MHomeland Pension Plan$21MAT&T Puerto Rico Pension Benefit PlanAT&T Puerto Rico Pension Ben…$21MGraymont U.S. Union Defined Benefit Pension PlanGraymont U.S. Union Defined …$21MForefront Dermatology Cash Balance Pension PlanForefront Dermatology Cash B…$21M
End-of-year total assets ($M) among AT&T Puerto Rico Pension Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$295K
Employer EIN431301883
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AT&T Inc.)

Sponsor-wide plan assets over time

All AT&T Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73.8B 8.550747591630927% vs 2022
2024 filing year
$70B$75B$80B$85B 202220232024 $80.7B $73.8B ▼ -8.6%
Year Plans Participants Total Assets
2022 5 294,690 $80.7B
2023 5 254,657 $72.2B
2024 5 235,723 $73.8B

Nearby Defined Benefit (Pension) Plans in Texas

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

AT&T Puerto Rico Pension Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants AT&T Puerto Rico Pension Benefit Plan, Total assets ($B): 0.020669 · Participants: 22AT&T Puerto Rico Pension Benefit PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
AT&T Puerto Rico Pension Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare AT&T Puerto Rico Pension Benefit Plan side-by-side with 3 peers →

AT&T Puerto Rico Pension Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Graymont U.S. Union Defined Benefit Pension Plan in ($21M); by covered participants it is Retirement & Benefit Plan of Guest Services, Inc. in VA (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did AT&T Puerto Rico Pension Benefit Plan assets move in 2024? ▼
AT&T Puerto Rico Pension Benefit Plan edged up modestly - up 1.4% during 2024, from $20M to $21M. Reported net income was $295K.
How have AT&T Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), AT&T Inc.'s sponsor-wide assets declined 8.6%, from $80.7B to $73.8B.
Which Defined Benefit (Pension) plans are similar in size to AT&T Puerto Rico Pension Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Graymont U.S. Union Defined Benefit Pension Plan in ($21M, 58 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to AT&T Puerto Rico Pension Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement & Benefit Plan of Guest Services, Inc. in VA (22 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431301883.

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.