At&T Retirement Savings Plan — Form 5500 plan (At&T Inc.)

Plain-English plan 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 Retirement Savings Plan is a benefit plan reported by At&T Inc. under EIN 43-1301883 and plan number 009. The latest loaded filing year is 2023. The filing reports 218,225 participants and $40,012,012,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
At&T Inc.
EIN
43-1301883
Plan number
009
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
218,225
End-of-year plan assets
$40,012,012,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218,225H, C20241009164520NAL0010852323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,012,012,000
Total liabilities (EOY)
$12,635,000
Net assets (EOY)
$39,999,377,000
Net assets (BOY)
$37,570,412,000

Income & contributions

Employer contributions
$531,349,000
Participant contributions
$1,065,456,000
Total contributions
$1,769,764,000
Total income / additions
$7,519,269,000

Expenses & distributions

Benefits paid
$5,072,208,000
Administrative expenses
$17,399,000
Total expenses
$5,089,607,000
Net increase / (decrease)
$2,429,662,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalNONE$9,316,000$874,2672023
Financial Engines, Inc.NONE$8,083,000not reported in the loaded dataset2023

Related Form 5500 pages