Profit Sharing · DOL Form 5500 · 2024
AT&T Inc. Profit Sharing Plan
Data updated 2026-08-25
- $100M
- Total assets Near avg plan size
- 176
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $567,619
- Avg per participant High balance/head
Official DOL plan name: AT&T Puerto Rico Retirement Savings Plan · Sponsored by AT&T Inc. · Texas · Information & Media
$100M in assets, 176 participants
AT&T Inc.'s AT&T Puerto Rico Retirement Savings Plan reported $100M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #2,438 in Information & Media (2,822 peers)
Coverage in Texas
AT&T Puerto Rico Retirement Savings Plan covers 176 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $100M.
- #2,438
- in Information & Media (2,822 peers)
- +3.2%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
AT&T Puerto Rico Retirement Savings Plan's outsized position by total assets
AT&T Puerto Rico Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$99,901,000 Top 10% higher than 90% of 123,620 filed plans
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 Retirement Savings Plan among mid-size 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 Retirement Savings Plan sits mid-pack in the medium band (176 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- AT&T Puerto Rico Retirement Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- AT&T Puerto Rico Retirement Savings Plan reported participants fell from 228 in the plan year 2023 filing to 176 in the plan year 2024 filing.
- AT&T Puerto Rico Retirement Savings Plan end-of-year assets rose from $97M in the plan year 2023 filing to $100M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 431301883 · AT&T Inc. PY 2024 · Profit Sharing
AT&T Puerto Rico Retirement Savings Plan · $100M · 176 · 90th
- RANK $100M
- RANK 176
- RANK 90th
- RANK Profit Sharing
- RANK near Southern New Hampshire Medical Center 401(a) Retirement Savings Plus Plan
- RANK ind #2438
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 Retirement Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | $3M |
| Employer EIN | 431301883 |
| Plan Effective Date | 1994-04-15 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 294,690 | $80.7B |
| 2023 | 5 | 254,657 | $72.2B |
| 2024 | 5 | 235,723 | $73.8B |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
AT&T Puerto Rico Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Southern New Hampshire Medical Center 401(a) Retirement Savings Plus Plan in NH ($100M); by covered participants it is Soldier on 403(b) Plan in MA (176 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($100M here).
Similar participant headcount
Nearest other-state filings by covered participants (176 participants); asset peers above are excluded.
- Soldier on 403(b) Plan (MA) 176 · 0 off
- Burr and Burton Academy 403(b)Plan (VT) 176 · 0 off
- The Andrew W. Mellon Foundation Retirement Plan (NY) 176 · 0 off
- Central Boston Elder Services, Inc. 403(b) Retirement Plan (MA) 176 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.