401(k) · DOL Form 5500 · 2022
Telephone and Data Systems, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 9,047
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $149,350
- Avg per participant Above avg balance/head
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.
- #2,856 in Information & Media (2,911 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 ~563 per filing). Assets: $1.4B.
- #2,856
- in Information & Media (2,911 peers)
- -15.9%
- assets change YoY
- 14×
- vs typical plan assets (national mean)
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.
Telephone and Data Systems, Inc. Tax-Deferred Savings Plan's outsized position by total assets
Telephone and Data Systems, Inc. Tax-Deferred Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,351,170,932 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Telephone and Data Systems, Inc. Tax-Deferred Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Telephone and Data Systems, Inc. Tax-Deferred Savings Plan lands in the large band (9,047 participants).
Form 5500 schedule snapshot
Filing strip 362669023 · Telephone and Data Systems, Inc. PY 2022 · 401(k)
Telephone and Data Systems, Inc. Tax-Deferred Savings Plan · $1.4B · 9,047 · 99th
- BOY $1.4B
- SCH 9,047
- EBSA 99th
- PART 401(k)
- TYPE near Chs Inc. 401(k) Plan
- NET ind #2856
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 Information & Media retirement plans → · Plans in Wisconsin →
Telephone and Data Systems, Inc. Tax-Deferred Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | -$256M |
| Employer EIN | 362669023 |
| Plan Effective Date | 1985-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Telephone and Data Systems, Inc.)
Sponsor-wide plan assets over time
All Telephone and Data Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.3B 29.731946925556496% vs 2022
- 2024 filing year
| 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.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
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 (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 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:
- Telephone and Data Systems, Inc. Tax-Deferred Savings Plan (401(k), $1.8B, 8,892 participants)
- Telephone and Data Systems, Inc. Pension Plan (Money Purchase, $509M, 5,326 participants)
Telephone and Data Systems, Inc. Tax-Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Chs Inc. 401(k) Plan in MN ($1.4B); by covered participants it is Optumcare Management, LLC 401(k) Retirement Savings Plan in MN (9,049 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- Chs Inc. 401(k) Plan (MN) $1.4B · 7,899
- Vistra Thrift Plan (TX) $1.4B · 4,628
- Prime Healthcare Services, Inc. 401(k) Plan (CA) $1.4B · 31,963
- Atrius 401(k) Retirement Savings Plan (MN) $1.4B · 5,138
Similar participant headcount
Nearest other-state filings by covered participants (9,047 participants); asset peers above are excluded.
- Optumcare Management, LLC 401(k) Retirement Savings Plan (MN) 9,049 · 2 off
- Unum Group 401(k) Retirement Plan (ME) 9,051 · 4 off
- Wynn Resorts, Limited 401(k) Plan (NV) 9,041 · 6 off
- Mattress Firm, Inc. 401(k) Plan (TX) 9,054 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.