401(k) · DOL Form 5500 · 2022

Telephone and Data Systems, Inc. 401(k) Plan

Data updated 2026-08-06

$1.4B
Total assets
9,047
Participants
99th
Percentile by assets
$149,350
Avg per participant
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Official DOL plan name: Telephone and Data Systems, Inc. Tax-Deferred Savings Plan · Sponsored by Telephone and Data Systems, Inc. · Wisconsin · Information & Media

$1.4B in assets, 9,047 participants

Telephone and Data Systems, Inc.'s Telephone and Data Systems, Inc. Tax-Deferred Savings Plan reported $1.4B in total assets and 9,047 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 139,258 plans)
  • #2,857 in Information & Media (2,913 peers)

Coverage in Wisconsin

Telephone and Data Systems, Inc. Tax-Deferred Savings Plan covers 9,047 participants in Wisconsin, 16x the typical Wisconsin plan (state average ~565 per filing). Assets: $1.4B.

$1.4B
total plan assets (2022 EOY)
9,047
covered participants
99th
percentile by assets (of 139,258 plans)
$149,350
avg assets per participant

The plan reported a net loss of $256M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Wisconsin
Industry
Information & Media

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Telephone and Data Systems, Inc. Tax-Deferred Savings Plan reports 9,047 participants - 16x that state average ($1.4B EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$1.6B
Net Assets (End of Year)$1.4B
Net Income-$256M
Employer EIN362669023
Plan Effective Date1985-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Telephone and Data Systems, Inc.)

$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.77B $2.29B ▲ +29.4%
Total plan assets by year, all Telephone and Data Systems, Inc. plans on file
Year Plans Participants Total Assets
2022 2 14,741 $1.8B
2023 2 14,829 $2.1B
2024 2 14,218 $2.3B

Nearby 401(k) Plans in Wisconsin

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

Telephone and Data Systems, Inc. Tax-Deferred Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Telephone and Data Systems, Inc. Tax-Deferred Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 50001000015000200002500030000 123456 Total assets ($B) Participants Telephone and Data S…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …Nm Employee Savings …
Telephone and Data Systems, Inc. Tax-Deferred Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Telephone and Data Systems, Inc. Tax-Def… side-by-side with 3 peers →

Scale composition for Telephone and Data Systems, Inc. Tax-Deferred Savings Plan

Telephone and Data Systems, Inc. Tax-Deferred Savings Plan reports $1.4B in end-of-year assets across 9,047 participants (0.012% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.010% of 89,805,449 covered participants) - about $149,350 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2022 was -$256M.

This plan identity (EIN 362669023, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.8B (+31.8%) while covered participants moved from 9,047 to 8,892 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,047 $1.4B This page
2023 9,408 $1.6B Open filing
2024 · index core 8,892 $1.8B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Telephone and Data Systems, Inc. Tax-Deferred Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Telephone and Data Systems, Inc. Tax-Deferred Savings Plan assets move in 2022? ▼
Telephone and Data Systems, Inc. Tax-Deferred Savings Plan declined sharply - down 15.9% during 2022, from $1.6B to $1.4B. Reported net income was -$256M.
How have Telephone and Data Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Telephone and Data Systems, Inc.'s sponsor-wide assets grew 29.7%, from $1.8B to $2.3B.
Where does Telephone and Data Systems, Inc. Tax-Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Telephone and Data Systems, Inc. Tax-Deferred Savings Plan ranks in the 99th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Telephone and Data Systems, Inc. Tax-Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chs Inc. 401(k) Plan in MN ($1.4B, 7,899 participants).

Next read for Telephone and Data Systems, Inc. Tax-Def…

Filing takeaways

Ways to act on Telephone and Data Systems, Inc. Tax-Deferred Savings Plan's numbers.

  • By total assets, Telephone and Data Systems, Inc. Tax-Deferred Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
  • Telephone and Data Systems, Inc.'s sponsor-wide assets have grown 29.7% since 2022 across 3 plan years on file. More Information & Media plans

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 362669023.

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.