Defined Benefit (Pension) · DOL Form 5500 · 2024
Puerto Rico Telephone Company Pension Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 1,038
- Participants Near avg headcount
- 65th
- Percentile by assets National rank
- $14,682
- Avg per participant Low balance/head
Official DOL plan name: Puerto Rico Telephone Company Lump Sum Retirement Plan · Sponsored by Puerto Rico Telephone Company · Puerto Rico · Information & Media
$15M in assets, 1,038 participants
Puerto Rico Telephone Company's Puerto Rico Telephone Company Lump Sum Retirement Plan reported $15M in total assets and 1,038 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #1,508 in Information & Media (2,822 peers)
Coverage in Puerto Rico
Puerto Rico Telephone Company Lump Sum Retirement Plan covers 1,038 participants in Puerto Rico, 12x the typical Puerto Rico plan (state average ~89 per filing). Assets: $15M.
- #1,508
- in Information & Media (2,822 peers)
- -13.5%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Puerto Rico Telephone Company Lump Sum Retirement Plan's mid-pack asset rank among Information & Media and all filers
Puerto Rico Telephone Company Lump Sum Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,240,264 Top 35% higher than 65% 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
Puerto Rico Telephone Company Lump Sum Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Puerto Rico Telephone Company Lump Sum Retirement Plan lands in the large band (1,038 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Puerto Rico Telephone Company Lump Sum Retirement Plan reported net income fell from $271K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Puerto Rico Telephone Company Lump Sum Retirement Plan end-of-year assets fell from $18M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Puerto Rico Telephone Company Lump Sum Retirement Plan reported participants fell from 1,161 in the plan year 2023 filing to 1,038 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 660564397 · Puerto Rico Telephone Company PY 2024 · Defined Benefit (Pension)
Puerto Rico Telephone Company Lump Sum Retirement Plan · $15M · 1,038 · 65th
- EIN $15M
- RANK 1,038
- PHOTO 65th
- IND Defined Benefit (Pension)
- EOY near Retirement Plan for Officers,Business Reps and Office Employees of Local 464a
- 5500 ind #1508
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 Lump Sum Retirement Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 660564397 |
| Plan Effective Date | 1996-01-01 |
| 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 $797M · 1,468
- Banco Popular De Puerto Rico Retirement Plan $607M · 1,845
- Abbvie Puerto Rico Pension Plan $472M · 1,070
- Msd Puerto Rico Pension Plan $414M · 490
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico $335M · 1,175
Puerto Rico Telephone Company Lump Sum Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ ($15M); by covered participants it is Boise Paper Holdings, L.L.C. Consolidated Pension Plan in IL (1,037 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,038 participants); asset peers above are excluded.
- Boise Paper Holdings, L.L.C. Consolidated Pension Plan (IL) 1,037 · 1 off
- The Martin-Brower Company Consolidated Pension Plan (IL) 1,036 · 2 off
- Church Mutual Insurance Company Cash Balance Plan (WI) 1,041 · 3 off
- Pilgrims Pride Pension Plan for Legacy Gold Kist Employees (CO) 1,041 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.