Defined Benefit (Pension) · DOL Form 5500 · 2024

Puerto Rico Telephone Company Pension Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
1
Participants Small participant base
88th
Percentile by assets National rank
$72.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Puerto Rico Telephone Company Retirement Plan for Certain Former Employees · Sponsored by Puerto Rico Telephone Company · Puerto Rico · Information & Media

$72M in assets, 1 participants

Puerto Rico Telephone Company's Puerto Rico Telephone Company Retirement Plan for Certain Former Employees reported $72M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,343 in Information & Media (2,822 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, $72M for 1 participant (~$72.1M/participant), down 5.8% in 2024.

#2,343
in Information & Media (2,822 peers)
-5.8%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $4M 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 2024 · DOL Form 5500

$72,148,866 Top 12% higher than 88% 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

Puerto Rico Telephone Company Retirement Plan for Certain Former Employees among micro filed plans by headcount

Plan-year 2024 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 2023 → plan year 2024

  • Puerto Rico Telephone Company Retirement Plan for Certain Former Employees reported net income fell from -$371K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Puerto Rico Telephone Company Retirement Plan for Certain Former Employees end-of-year assets fell from $77M in the plan year 2023 filing to $72M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660564397 · Puerto Rico Telephone Company PY 2024 · Defined Benefit (Pension)

Puerto Rico Telephone Company Retirement Plan for Certain Former Employees · $72M · 1 · 88th

  • PCT $72M
  • PCT 1
  • PCT 88th
  • PCT Defined Benefit (Pension)
  • PCT near Nra Employee Retirement Plan
  • PCT ind #2343

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

Retirement Plan for Employees of Sargent Manufacturing Company and Amstar Electronics GroupRetirement Plan for Employee…$72MUsw District 10, Local 286, Pension PlanUsw District 10, Local 286, …$72MNra Employee Retirement Plan$72MPuerto Rico Telephone Company Retirement Plan for Certain Former EmployeesPuerto Rico Telephone Compan…$72MSnf Holding Company Defined Benefit Retirement PlanSnf Holding Company Defined …$72M
End-of-year total assets ($M) among Puerto Rico Telephone Company Retirement Plan for Certain Former Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$72M
Net Income-$4M
Employer EIN660564397
Plan Effective Date2017-01-01
Filing StatusFILING 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
$880M$900M$920M$940M 202220232024 $925M $886M ▼ -4.2%
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 Retirement Plan for Certain Former Employees vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 02004006008001000 Total assets ($M) Participants Puerto Rico Telephone Company Retirement Plan for Certain Former Employees, Total assets ($M): 72.148866 · Participants: 1Puerto Rico Telephone Company Retirement Plan for Certain Former EmployeesPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 797.449957 · Participants: 1468Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 607.491669 · Participants: 1845Banco Popular De Puerto Rico Retirement PlanAbbvie Puerto Rico Pension Plan, Total assets ($M): 471.531499 · Participants: 1070Abbvie Puerto Rico Pension PlanMsd Puerto Rico Pension Plan, Total assets ($M): 413.783139 · Participants: 490Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 334.73853 · Participants: 1175The Retirement Plan for Lilly Affiliate Employees in Puerto Rico
Puerto Rico Telephone Company Retirement Plan for Certain Former Employees vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants

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 Nra Employee Retirement Plan in VA ($72M); by covered participants it is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant). Same-state nearby plans are listed separately above.

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 Puerto Rico Telephone Company Retirement Plan for Certain Former Employees assets move in 2024?
Puerto Rico Telephone Company Retirement Plan for Certain Former Employees pulled back noticeably - down 5.8% during 2024, from $77M to $72M. Reported net income was -$4M.
How have Puerto Rico Telephone Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Puerto Rico Telephone Company's sponsor-wide assets declined 4.2%, from $925M to $886M.
Where does Puerto Rico Telephone Company Retirement Plan for Certain Former Employees rank by assets among Form 5500 filers?
Puerto Rico Telephone Company Retirement Plan for Certain Former Employees ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Puerto Rico Telephone Company Retirement Plan for Certain Former Employees?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nra Employee Retirement Plan in VA ($72M, 65 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Puerto Rico Telephone Company Retirement Plan for Certain Former Employees?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant, N/A in assets).