ESOP · DOL Form 5500 · 2022

Midvale Telephone Exchange, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
44
Participants Small participant base
68th
Percentile by assets National rank
$266,833
Avg per participant High balance/head
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Official DOL plan name: Midvale Telephone Exchange Employee Stock Ownership Plan · Sponsored by Midvale Telephone Exchange, Inc. · Idaho · Utilities

$12M in assets, 44 participants

Midvale Telephone Exchange, Inc.'s Midvale Telephone Exchange Employee Stock Ownership Plan reported $12M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #230 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Midvale Telephone Exchange Employee Stock Ownership Plan ranks #230 of 738 2022 filers by assets (4573% of the sector average)-$12M for 44 participants.

#230
in Utilities (738 peers)
+3.4%
assets growth YoY

The plan reported a net loss of $243K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Midvale Telephone Exchange Employee Stock Ownership Plan's outsized position by total assets

Midvale Telephone Exchange Employee Stock Ownership Plan vs every filed plan by assets

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

$11,740,671 Top 32% higher than 68% 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

Midvale Telephone Exchange Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Midvale Telephone Exchange Employee Stock Ownership Plan is a small filing (44 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 820238162 · Midvale Telephone Exchange, Inc. PY 2022 · ESOP

Midvale Telephone Exchange Employee Stock Ownership Plan · $12M · 44 · 68th

  • TYPE $12M
  • NET 44
  • BOOK 68th
  • VS-ST ESOP
  • BOY near Beaty Holding Group, Inc. Employee Stock Ownership Plan
  • SCH ind #230

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 What is an ESOP? → · Plans in Idaho →

Midvale Telephone Exchange Employee Stock Ownership Plan in the asset neighbourhood

Tile Outlets of America Employee Stock Ownership PlanTile Outlets of America Empl…$12MMid-State Consultants, Inc. Employee Stock Ownership PlanMid-State Consultants, Inc. …$12MMidvale Telephone Exchange Employee Stock Ownership PlanMidvale Telephone Exchange E…$12MBeaty Holding Group, Inc. Employee Stock Ownership PlanBeaty Holding Group, Inc. Em…$12MFlinchbaugh Engineering, Inc. Employee Stock Ownership PlanFlinchbaugh Engineering, Inc…$12M
End-of-year total assets ($M) among Midvale Telephone Exchange Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$243K
Employer EIN820238162
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midvale Telephone Exchange, Inc.)

Sponsor-wide plan assets over time

All Midvale Telephone Exchange, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 36.949992040489% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $11.7M $7.4M ▼ -37.0%
Year Plans Participants Total Assets
2022 1 44 $12M
2023 1 39 $9M
2024 1 46 $7M

Nearby ESOP Plans in Idaho

Peer ESOP plans, same state, same plan type, ranked by total assets.

Midvale Telephone Exchange Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Midvale Telephone Exchange Employee Stock Ownership Plan, Total assets ($B): 0.011740671 · Participants: 44Midvale Telephone Exchange Employee Stock Ownership PlanWinco Employee Stock Ownership Plan, Total assets ($B): 4.331068124 · Participants: 15984Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.220412969 · Participants: 1298Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.213402995 · Participants: 1174Litehouse, Inc. Employee Stock Ownership PlanThe Franklin Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.102340004 · Participants: 569The Franklin Group, Inc. Employee Stock Ownership Plan and TrustContainer and Packaging Employee Stock Ownership Plan and Trust, Total assets ($B): 0.0719783 · Participants: 106Container and Packaging Employee Stock Ownership Plan and Trust
Midvale Telephone Exchange Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Midvale Telephone Exchange Employee Stock Ownership Plan side-by-side with 3 peers →

Midvale Telephone Exchange Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is Beaty Holding Group, Inc. Employee Stock Ownership Plan in IN ($12M); by covered participants it is Probank Austin Employee Stock Ownership Plan and Trust in KY (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Midvale Telephone Exchange Employee Stock Ownership Plan assets move in 2022? ▼
Midvale Telephone Exchange Employee Stock Ownership Plan edged up modestly - up 3.4% during 2022, from $11M to $12M. Reported net income was -$243K.
How have Midvale Telephone Exchange, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midvale Telephone Exchange, Inc.'s sponsor-wide assets declined 36.9%, from $12M to $7M.
Which ESOP plans are similar in size to Midvale Telephone Exchange Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Beaty Holding Group, Inc. Employee Stock Ownership Plan in IN ($12M, 52 participants).
Which ESOP plans cover a similar participant headcount to Midvale Telephone Exchange Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Probank Austin Employee Stock Ownership Plan and Trust in KY (44 participants, N/A 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 820238162.

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.