401(k)
2022 plan-year 401(k) DOL Form 5500

Whidbey Telephone Company 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Whidbey Telephone Company · Washington · Information & Media

What the 2023 filing shows

Whidbey Telephone Company 401(k) Plan holds $11M for 103 participants — about $108,517 per participant, down 34.4% over the 2022 plan year.

$11M
total plan assets (2022 EOY)
103
covered participants
$108,517
avg assets per participant
-34.4%
assets change YoY

The plan reported a net loss of $6M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$11M
Participants
103
State
Industry
Information & Media

What the Filing Says About Whidbey Telephone Company 401(k) Plan

Whidbey Telephone Company 401(k) Plan is a 401(k) retirement plan sponsored by Whidbey Telephone Company, headquartered in Washington. As of the 2022 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 103 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 910471290, and the plan has been effective since 2001-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2022 to $11M at year-end — a decline of 34.4%. Net assets (after liabilities) closed the year at $11M, with reported net income of $-5,853,616 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$17M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$-5,853,616
Plan Type401(k)
Employer EIN910471290
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whidbey Telephone Company)

Year Plans Participants Total Assets
2022 1 103 $11M
2023 1 91 $13M
2024 1 96 $14M

Nearby 401(k) Plans in Washington

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Frequently Asked Questions

How much money is in the Whidbey Telephone Company 401(k) Plan?
As of the 2022 Form 5500 filing, Whidbey Telephone Company 401(k) Plan holds $11M in total assets with 103 participants. It is sponsored by Whidbey Telephone Company.
What type of plan is Whidbey Telephone Company 401(k) Plan?
Whidbey Telephone Company 401(k) Plan is a 401(k) plan. It has been effective since 2001-04-01. The plan is filed with the U.S. Department of Labor under EIN 910471290.
Who sponsors the Whidbey Telephone Company 401(k) Plan?
Whidbey Telephone Company 401(k) Plan is sponsored by Whidbey Telephone Company, located in Washington. The sponsor's EIN is 910471290 and the plan operates in the Information & Media industry.
How did Whidbey Telephone Company 401(k) Plan perform in 2022?
Whidbey Telephone Company 401(k) Plan declined by 34.4% during 2022, moving from $17M to $11M in total assets. Net income was $-5,853,616.
Where can I find official filings for Whidbey Telephone Company 401(k) Plan?
Official Form 5500 filings for Whidbey Telephone Company 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 910471290 or plan name at efast.dol.gov.
How does Whidbey Telephone Company 401(k) Plan compare to other plans?
You can compare Whidbey Telephone Company 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 910471290.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.