Plan5500

At&T Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, At&T Inc. (EIN 43-1301883) is a plan sponsor located in Dallas, TX with 19 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
43-1301883
Location
Dallas, TX
Loaded plans
19
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for At&T Inc.

  • 19 loaded plans hold $160.4B in reported assets.
  • The largest, At&T Retirement Savings Plan, holds 25% of this company's reported plan assets.
  • Plans cover 1,630,789 reported participants.
  • 15 of 19 plans report full financial statements.
  • 8 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$156.6BSummed across loaded plans$156,642,102,000
Total reported assets$160.4B$160,373,524,000
Total reported participants1.6M1,630,789
Total reported liabilities$3.7B$3,731,422,000

Reported net position

Reported assets = net assets + liabilities (summed)$160.4B total assets
Net assets$156.6BLiabilities$3.7B
Contributions & income
Employer contributions$2.6B
Participant contributions$1.6B
Total income / additions$20.9B
Expenses & distributions
Benefits paid / distributions$21.1B
Total expenses$21.5B
Net increase / (decrease)-$635.8M

Data coverage

Plans with financial statements15 / 19 (79%)
Plans with provider compensation8 / 19 (42%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets25%At&T Retirement Savings Plan
Participants per plan85,831Average across loaded plans
Loaded plans19
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    At&T Retirement Savings Plan$40B
    Plan #009 · 218,225 participants · 2023
  2. 2
    At&T Savings Plan Master Trust$39.5B
    Plan #022 · not reported in the loaded dataset participants · 2023
  3. 3
    Sbc Master Pension Trust$32.9B
    Plan #020 · not reported in the loaded dataset participants · 2023
  4. 4
    At&T Pension Benefit Plan$30B
    Plan #017 · 367,883 participants · 2023
  5. 5
    At&T Savings Group Investment Trust$12.1B
    Plan #021 · not reported in the loaded dataset participants · 2023
  6. 6
    At&T Savings And Security Plan$2.1B
    Plan #004 · 31,667 participants · 2023
  7. 7
    At&T Umbrella Benefit Plan No. 1$1.4B
    Plan #600 · 308,466 participants · 2023
  8. 8
    Bellsouth Corporation Rfa Veba Trust$1.1B
    Plan #025 · not reported in the loaded dataset participants · 2023
  9. 9
    At&T Umbrella Benefit Plan No. 3$598.7M
    Plan #603 · 111,133 participants · 2023
  10. 10
    At&T Corporation Management And Non-Represented Employee Postretirement Welfare Benefit Trust$389.7M
    Plan #026 · not reported in the loaded dataset participants · 2023
  11. 11
    At&T Veba Trust$164.4M
    Plan #023 · not reported in the loaded dataset participants · 2023
  12. 12
    At&T Puerto Rico Retirement Savings Plan$96.8M
    Plan #011 · 1,171 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for At&T Inc.. Open one for its full reported snapshot.

  1. 2023
    At&T Flexible Spending Account Plan134,530 participants · 2No schedules
    View filing →
  2. 2023
    At&T Inc. Severance Pay Plan66,623 participants · 2No schedules
    View filing →
  3. 2023
    At&T Pension Benefit Plan - Unfunded83,376 participants · 2No schedules
    View filing →
  4. 2023
    At&T Savings Group Investment TrustParticipants not reported · 4Sch HSch C
    View filing →
  5. 2023
    At&T Savings Plan Master TrustParticipants not reported · 4Sch HSch C
    View filing →
  6. 2023
    At&T Veba TrustParticipants not reported · 4Sch H
    View filing →
  7. 2023
    Bellsouth Corporation Health Care Trust - RetireesParticipants not reported · 4Sch H
    View filing →
  8. 2023
    Bellsouth Corporation Rfa Veba TrustParticipants not reported · 4Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does At&T Inc. report on Form 5500?
At&T Inc. (EIN 43-1301883) reports 19 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for At&T Inc.?
The Employer Identification Number (EIN) reported for At&T Inc. is 43-1301883.
What is the latest Form 5500 filing year for At&T Inc.?
The latest loaded Form 5500 filing year for At&T Inc. is 2023.

Related Form 5500 pages