Money Purchase · DOL Form 5500 · 2022

Telephone and Data Systems, Inc. Money Purchase Plan

Data updated 2026-08-25

$414M
Total assets Above avg plan size
5,694
Participants Above avg headcount
98th
Percentile by assets National rank
$72,722
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,781
in Information & Media (2,911 peers)
-15.6%
assets change YoY
4.2×
vs typical plan assets (national mean)

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.

Telephone and Data Systems, Inc. Pension Plan's outsized position by total assets

Telephone and Data Systems, Inc. Pension Plan vs every filed plan by assets

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

$414,078,062 Top 2% higher than 98% 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

Telephone and Data Systems, Inc. Pension 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. Pension Plan lands in the large band (5,694 participants).

Plan-year Form 5500 strip

Filing strip 362669023 · Telephone and Data Systems, Inc. PY 2022 · Money Purchase

Telephone and Data Systems, Inc. Pension Plan · $414M · 5,694 · 98th

  • ASSETS $414M
  • ASSETS 5,694
  • ASSETS 98th
  • ASSETS Money Purchase
  • ASSETS near Baker & Hostetler LLP Basic/Step-Rate Retirement Plan
  • ASSETS ind #2781

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. Pension Plan in the asset neighbourhood

Kaiser Permanente Washington Defined Contribution PlanKaiser Permanente Washington…$422MNECA-IBEW Local 364 Defined Contribution PlanNECA-IBEW Local 364 Defined …$418MBaker & Hostetler LLP Basic/Step-Rate Retirement PlanBaker & Hostetler LLP Basic/…$415MTelephone and Data Systems, Inc. Pension PlanTelephone and Data Systems, …$414MPension Trust Fund for Operating Engineers Annuity PlanPension Trust Fund for Opera…$405M
End-of-year total assets ($M) among Telephone and Data Systems, Inc. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$491M
Net Assets (End of Year)$414M
Net Income-$77M
Employer EIN362669023
Plan Effective Date1994-01-01
Filing StatusFILING 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
$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.77B $2.29B ▲ +29.4%
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 Scatter plot of 6 data points. -5000050001000015000 00.511.5 Total assets ($B) Participants Telephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.414078062 · Participants: 5694Telephone and Data Systems, Inc. Pension PlanEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.328108125 · Participants: 8253Employees Retirement Plan of Marshfield ClinicPlumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan, Total assets ($B): 0.374284863 · Participants: 1715Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.235050826 · Participants: 9656North Central States Regional Council of Carpenters Supplemental Retirement PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.13253267 · Participants: 2778Aspirus, Inc. Frozen 401(a) PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.067242262 · Participants: 426Wisconsin Glaziers & Glassworkers Money Purchase Fund
Telephone and Data Systems, Inc. Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare Telephone and Data Systems, Inc. Pension Plan side-by-side with 3 peers →

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. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Baker & Hostetler LLP Basic/Step-Rate Retirement Plan in OH ($415M); by covered participants it is 112/73 Retirement Plan NECA-IBEW in WA (5,681 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,694 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 Telephone and Data Systems, Inc. Pension Plan assets move in 2022? ▼
Telephone and Data Systems, Inc. Pension Plan declined sharply - down 15.6% during 2022, from $491M to $414M. Reported net income was -$77M.
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. Pension Plan rank by assets among Form 5500 filers? ▼
Telephone and Data Systems, Inc. Pension Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Telephone and Data Systems, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Baker & Hostetler LLP Basic/Step-Rate Retirement Plan in OH ($415M, 1,076 participants).
Which Money Purchase plans cover a similar participant headcount to Telephone and Data Systems, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is 112/73 Retirement Plan NECA-IBEW in WA (5,681 participants, $349M 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 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.