Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Liberty Puerto Rico Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Liberty Communications of Puerto Rico LLC · Puerto Rico · Information & Media

What the 2023 filing shows

Liberty Puerto Rico Pension Plan holds $7M for 490 participants — about $13,814 per participant, up 48.7% over the 2024 plan year.

$7M
total plan assets (2024 EOY)
490
covered participants
$13,814
avg assets per participant
+48.7%
assets growth YoY
Total Assets (2023)
$7M
Participants
490
State
Industry
Information & Media

What the Filing Says About Liberty Puerto Rico Pension Plan

Liberty Puerto Rico Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Liberty Communications of Puerto Rico LLC, headquartered in Puerto Rico. As of the 2024 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 490 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 660659935, and the plan has been effective since 2020-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2024 to $7M at year-end — a gain of 48.7%. Net assets (after liabilities) closed the year at $7M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$7M
Net Assets (End of Year)$7M
Net Income$2M
Plan TypeDefined Benefit (Pension)
Employer EIN660659935
Plan Effective Date2020-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Communications of Puerto Rico LLC)

Year Plans Participants Total Assets
2022 3 2,563 $73M
2023 3 2,612 $102M
2024 3 2,567 $122M

Nearby Defined Benefit (Pension) Plans in Puerto Rico

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

Frequently Asked Questions

How much money is in the Liberty Puerto Rico Pension Plan?
As of the 2024 Form 5500 filing, Liberty Puerto Rico Pension Plan holds $7M in total assets with 490 participants. It is sponsored by Liberty Communications of Puerto Rico LLC.
What type of plan is Liberty Puerto Rico Pension Plan?
Liberty Puerto Rico Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 2020-11-01. The plan is filed with the U.S. Department of Labor under EIN 660659935.
Who sponsors the Liberty Puerto Rico Pension Plan?
Liberty Puerto Rico Pension Plan is sponsored by Liberty Communications of Puerto Rico LLC, located in Puerto Rico. The sponsor's EIN is 660659935 and the plan operates in the Information & Media industry.
How did Liberty Puerto Rico Pension Plan perform in 2024?
Liberty Puerto Rico Pension Plan grew by 48.7% during 2024, moving from $5M to $7M in total assets. Net income was $2M.
Where can I find official filings for Liberty Puerto Rico Pension Plan?
Official Form 5500 filings for Liberty Puerto Rico Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 660659935 or plan name at efast.dol.gov.
How does Liberty Puerto Rico Pension Plan compare to other plans?
You can compare Liberty Puerto Rico Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Puerto Rico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 660659935.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.