Other · DOL Form 5500 · 2024

Puerto Rico Telephone Company, Inc. Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2,850
Participants Above avg headcount
26th
Percentile by assets National rank
$515
Avg per participant Low balance/head
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Official DOL plan name: Claro Puerto Rico Employees Savings Plan · Sponsored by Puerto Rico Telephone Company, Inc. · Puerto Rico · Information & Media

$1M in assets, 2,850 participants

Puerto Rico Telephone Company, Inc.'s Claro Puerto Rico Employees Savings Plan reported $1M in total assets and 2,850 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

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

Coverage in Puerto Rico

Claro Puerto Rico Employees Savings Plan covers 2,850 participants in Puerto Rico, 32x the typical Puerto Rico plan (state average ~89 per filing). Assets: $1M.

#385
in Information & Media (2,822 peers)
+67.6%
assets growth YoY

Claro Puerto Rico Employees Savings Plan among the smaller filed plans by assets

Claro Puerto Rico Employees Savings Plan vs every filed plan by assets

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

$1,467,399 26th percentile higher than 26% 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

Claro Puerto Rico Employees Savings 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. Claro Puerto Rico Employees Savings Plan lands in the large band (2,850 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Claro Puerto Rico Employees Savings Plan end-of-year assets rose from $876K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Claro Puerto Rico Employees Savings Plan reported net income rose from $523K in the plan year 2023 filing to $592K in the plan year 2024 filing.
  • Claro Puerto Rico Employees Savings Plan reported participants rose from 2,650 in the plan year 2023 filing to 2,850 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660564397 · Puerto Rico Telephone Company, Inc. PY 2024 · Other

Claro Puerto Rico Employees Savings Plan · $1M · 2,850 · 26th

  • EIN $1M
  • RANK 2,850
  • PHOTO 26th
  • IND Other
  • EOY near Libraries of Middlesex Automation Consortium Defined Contribution Retirement Plan
  • 5500 ind #385

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 →

Claro Puerto Rico Employees Savings Plan in the asset neighbourhood

Caring Professionals, Inc. 401(a) PlanCaring Professionals, Inc. 4…$1MClaro Puerto Rico Employees Savings PlanClaro Puerto Rico Employees …$1MLibraries of Middlesex Automation Consortium Defined Contribution Retirement PlanLibraries of Middlesex Autom…$1MThe Fedcap Group, Inc. Defined Contribution Plan for StaffThe Fedcap Group, Inc. Defin…$1MHeart of Texas Goodwill Industries 403b PlanHeart of Texas Goodwill Indu…$1M
End-of-year total assets ($M) among Claro Puerto Rico Employees Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$876K
Net Assets (End of Year)$1M
Net Income$592K
Employer EIN660564397
Plan Effective Date2022-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Puerto Rico Telephone Company, Inc.)

Sponsor-wide plan assets over time

All Puerto Rico Telephone Company, Inc. 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 Other Plans in Puerto Rico

Peer Other plans, same state, same plan type, ranked by total assets.

Claro Puerto Rico Employees Savings Plan vs. nearby Other plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -50050100150 Total assets ($M) Participants Claro Puerto Rico Employees Savings Plan, Total assets ($M): 1.467399 · Participants: 2850Claro Puerto Rico Employees Savings PlanEvertec Group, LLC Savings & Investment Plan, Total assets ($M): 117.583093 · Participants: 1289Evertec Group, LLC Savings & Investment PlanBd Savings Plan for Puerto Rico Employees, Total assets ($M): 89.855217 · Participants: 1353Bd Savings Plan for Puerto Rico EmployeesSarco Employees Retirement Plan, Total assets ($M): 24.734691 · Participants: 2696Sarco Employees Retirement PlanUnion De Tronquistas De Puerto Rico of Crowley Liner Services Puerto Rico, Inc. Defined Contribution Retirement Plan, Total assets ($M): 24.48824 · Participants: 207Union De Tronquistas De Puerto Rico of Crowley Liner Services Puerto Rico, Inc. Defined Contribution Retirement PlanToyota De Puerto Rico Corp. Savings and Investment Plan, Total assets ($M): 20.838423 · Participants: 133Toyota De Puerto Rico Corp. Savings and Investment Plan
Claro Puerto Rico Employees Savings Plan vs. nearby Other plans in Puerto Rico, assets vs. participants
Compare Claro Puerto Rico Employees Savings Plan side-by-side with 3 peers →

Claro Puerto Rico Employees Savings Plan's out-of-state Other peers by assets and headcount

Outside Puerto Rico, the nearest Other by assets is Libraries of Middlesex Automation Consortium Defined Contribution Retirement Plan in NJ ($1M); by covered participants it is Centrastate Healthcare System 403(b) Retirement Savings Plan in NJ (2,849 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,850 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 Claro Puerto Rico Employees Savings Plan assets move in 2024? ▼
Claro Puerto Rico Employees Savings Plan surged - up 67.6% during 2024, from $876K to $1M. Reported net income was $592K.
How have Puerto Rico Telephone Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Puerto Rico Telephone Company, Inc.'s sponsor-wide assets declined 4.2%, from $925M to $886M.
Which Other plans are similar in size to Claro Puerto Rico Employees Savings Plan? ▼
Among Other plans in other states, the closest by assets is Libraries of Middlesex Automation Consortium Defined Contribution Retirement Plan in NJ ($1M, 7 participants).
Which Other plans cover a similar participant headcount to Claro Puerto Rico Employees Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Centrastate Healthcare System 403(b) Retirement Savings Plan in NJ (2,849 participants, $200M 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 660564397.

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.