401(k) · DOL Form 5500 · 2022

Otelco Telephone LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
439
Participants Below avg headcount
81st
Percentile by assets National rank
$59,467
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Otelco Telephone, LLC Savings Trust · Sponsored by Otelco Telephone LLC · Alabama · Professional & Technical Services

$26M in assets, 439 participants

Otelco Telephone LLC's Otelco Telephone, LLC Savings Trust reported $26M in total assets and 439 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,603 in Professional & Technical Services (21,562 peers)

Where Otelco Telephone, LLC Savings Trust sits by assets

Otelco Telephone, LLC Savings Trust sits in the top quartile of all filed plans by assets, $26M for 439 participants (~$59,467/participant), down 7.0% in 2022.

#17,603
in Professional & Technical Services (21,562 peers)
-7.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Otelco Telephone, LLC Savings Trust's outsized position by total assets

Otelco Telephone, LLC Savings Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$26,105,869 Top 19% higher than 81% of 139,123 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 2022

Otelco Telephone, LLC Savings Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otelco Telephone, LLC Savings Trust sits mid-pack in the medium band (439 participants).

EBSA filing schedule strip

Filing strip 522126398 · Otelco Telephone LLC PY 2022 · 401(k)

Otelco Telephone, LLC Savings Trust · $26M · 439 · 81st

  • EBSA $26M
  • PART 439
  • TYPE 81st
  • NET 401(k)
  • BOOK near New Jersey Nursing Home 401(k) and Profit Sharing Plan
  • VS-ST ind #17603

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Otelco Telephone, LLC Savings Trust in the asset neighbourhood

Otelco Telephone, LLC Savings TrustOtelco Telephone, LLC Saving…$26MMaysteel Industries, LLC 401(k) Retirement Savings PlanMaysteel Industries, LLC 401…$26MNew Jersey Nursing Home 401(k) and Profit Sharing PlanNew Jersey Nursing Home 401(…$26MOwen Electric Cooperative Employee Savings and Protection PlanOwen Electric Cooperative Em…$26MLereta, LLC 401(k) Plan$26M
End-of-year total assets ($M) among Otelco Telephone, LLC Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$26M
Net Income-$7M
Employer EIN522126398
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otelco Telephone LLC)

Sponsor-wide plan assets over time

All Otelco Telephone LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 51.86999904121177% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $26.1M $39.7M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 439 $26M
2023 1 618 $33M
2024 1 636 $40M

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Otelco Telephone, LLC Savings Trust vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Otelco Telephone, LLC Savings Trust, Total assets ($B): 0.026105869 · Participants: 439Otelco Telephone, LLC Savings TrustRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Otelco Telephone, LLC Savings Trust vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Otelco Telephone, LLC Savings Trust side-by-side with 3 peers →

Otelco Telephone, LLC Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is New Jersey Nursing Home 401(k) and Profit Sharing Plan in NJ ($26M); by covered participants it is R. W. Griffin Feed Seed & Fertilizer 401(k) Plan in GA (439 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (439 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Otelco Telephone, LLC Savings Trust assets move in 2022? ▼
Otelco Telephone, LLC Savings Trust pulled back noticeably - down 7.0% during 2022, from $28M to $26M. Reported net income was -$7M.
How have Otelco Telephone LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otelco Telephone LLC's sponsor-wide assets grew 51.9%, from $26M to $40M.
Where does Otelco Telephone, LLC Savings Trust rank by assets among Form 5500 filers? ▼
Otelco Telephone, LLC Savings Trust ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Otelco Telephone, LLC Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is New Jersey Nursing Home 401(k) and Profit Sharing Plan in NJ ($26M, 2,463 participants).
Which 401(k) plans cover a similar participant headcount to Otelco Telephone, LLC Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is R. W. Griffin Feed Seed & Fertilizer 401(k) Plan in GA (439 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 522126398.

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.