Money Purchase · DOL Form 5500 · 2022
Telephone and Data Systems, Inc. Money Purchase Plan
Data updated 2026-08-11
- $414M
- Total assets
- 5,694
- Participants
- 98th
- Percentile by assets
- $72,722
- Avg per participant
Official DOL plan name: Telephone and Data Systems, Inc. Pension Plan · Sponsored by Telephone and Data Systems, Inc. · Wisconsin · Information & Media
$414M in assets, 5,694 participants
Telephone and Data Systems, Inc.'s Telephone and Data Systems, Inc. Pension Plan reported $414M in total assets and 5,694 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #2,781 in Information & Media (2,911 peers)
Coverage in Wisconsin
Telephone and Data Systems, Inc. Pension Plan covers 5,694 participants in Wisconsin, 10x the typical Wisconsin plan (state average ~563 per filing). Assets: $414M.
- $414M
- total plan assets (2022 EOY)
- 5,694
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $72,722
- avg assets per participant
The plan reported a net loss of $77M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Telephone and Data Systems, Inc. Pension Plan reports 5,694 participants - 10x that state average ($414M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $491M |
|---|---|
| Net Assets (End of Year) | $414M |
| Net Income | -$77M |
| Employer EIN | 362669023 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Telephone and Data Systems, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,741 | $1.8B |
| 2023 | 2 | 14,829 | $2.1B |
| 2024 | 2 | 14,218 | $2.3B |
Nearby Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Telephone and Data Systems, Inc. Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,253
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan $374M · 1,715
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $235M · 9,656
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,778
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $67M · 426
Scale composition for Telephone and Data Systems, Inc. Pension Plan
Telephone and Data Systems, Inc. Pension Plan reports $414M in end-of-year assets across 5,694 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $72,722 per participant (53% of the national average assets-per-participant) . Net income for plan year 2022 was -$77M.
This plan identity (EIN 362669023, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $414M to $509M (+23.0%) while covered participants moved from 5,694 to 5,326 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,694 | $414M | This page |
| 2023 | 5,421 | $471M | Open filing |
| 2024 · index core | 5,326 | $509M | 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)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Telephone and Data Systems, Inc. Pension Plan by total assets, not by location.
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan (OH) $415M · 1,076
- NECA-IBEW Local 364 Defined Contribution Plan (IL) $418M · 320
- Kaiser Permanente Washington Defined Contribution Plan (CA) $422M · 7,075
- Pension Trust Fund for Operating Engineers Annuity Plan (CA) $405M · 21,455
Frequently Asked Questions
How did Telephone and Data Systems, Inc. Pension Plan assets move in 2022? ▼
How have Telephone and Data Systems, Inc. plan assets changed over time? ▼
Where does Telephone and Data Systems, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Telephone and Data Systems, Inc. Pension Plan? ▼
Next read for Telephone and Data Systems, Inc. Pension…
Filing takeaways
Ways to act on Telephone and Data Systems, Inc. Pension Plan's numbers.
- By total assets, Telephone and Data Systems, Inc. Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase 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