401(k) · DOL Form 5500 · 2023

Otelco Telephone LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
618
Participants Below avg headcount
81st
Percentile by assets National rank
$53,672
Avg per participant Low balance/head
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Official DOL plan name: Otelco Telephone LLC Savings Trust · Sponsored by Otelco Telephone LLC · Alabama · Professional & Technical Services

$33M in assets, 618 participants

Otelco Telephone LLC's Otelco Telephone LLC Savings Trust reported $33M in total assets and 618 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,496 in Professional & Technical Services (20,321 peers)

Where Otelco Telephone LLC Savings Trust sits by assets

Otelco Telephone LLC Savings Trust sits in the top quartile of all filed plans by assets, $33M for 618 participants (~$53,672/participant), up 27.1% in 2023.

#16,496
in Professional & Technical Services (20,321 peers)
+27.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Otelco Telephone LLC Savings Trust's outsized position by total assets

Otelco Telephone LLC Savings Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$33,169,017 Top 19% higher than 81% of 127,068 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 2023

Otelco Telephone LLC Savings Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otelco Telephone LLC Savings Trust sits mid-pack in the medium band (618 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Otelco Telephone LLC Savings Trust reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Otelco Telephone LLC Savings Trust reported participants rose from 439 in the plan year 2022 filing to 618 in the plan year 2023 filing.
  • Otelco Telephone LLC Savings Trust end-of-year assets rose from $26M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 522126398 · Otelco Telephone LLC PY 2023 · 401(k)

Otelco Telephone LLC Savings Trust · $33M · 618 · 81st

  • PCT $33M
  • PCT 618
  • PCT 81st
  • PCT 401(k)
  • PCT near Associated Anesthesiologists Medical Group, P.C. 401 (K) Profit Sharing Plan
  • PCT ind #16496

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Otelco Telephone LLC Savings Trust in the asset neighbourhood

Otelco Telephone LLC Savings TrustOtelco Telephone LLC Savings…$33MAssociated Anesthesiologists Medical Group, P.C. 401 (K) Profit Sharing PlanAssociated Anesthesiologists…$33MRockford Construction Co. 401(k) Retirement PlanRockford Construction Co. 40…$33MWrns Studio 401(k) Plan$33MDiscover Vision Centers 401(k) PlanDiscover Vision Centers 401(…$33M
End-of-year total assets ($M) among Otelco Telephone LLC Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN522126398
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otelco Telephone LLC)

Sponsor-wide plan assets over time

All Otelco Telephone LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 51.86999904121177% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $26.1M $39.7M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 439 $26M
2023 1 618 $33M
2024 1 636 $40M

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Otelco Telephone LLC Savings Trust vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Otelco Telephone LLC Savings Trust, Total assets ($B): 0.033169017 · Participants: 618Otelco Telephone LLC Savings TrustRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Otelco Telephone LLC Savings Trust vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Otelco Telephone LLC Savings Trust side-by-side with 3 peers →

Otelco Telephone LLC Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Associated Anesthesiologists Medical Group, P.C. 401 (K) Profit Sharing Plan in CA ($33M); by covered participants it is The Russian School of Mathematics 401(k) Plan in MA (618 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (618 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Otelco Telephone LLC Savings Trust assets move in 2023? ▼
Otelco Telephone LLC Savings Trust grew sharply - up 27.1% during 2023, from $26M to $33M. Reported net income was $4M.
How have Otelco Telephone LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otelco Telephone LLC's sponsor-wide assets grew 51.9%, from $26M to $40M.
Where does Otelco Telephone LLC Savings Trust rank by assets among Form 5500 filers? ▼
Otelco Telephone LLC Savings Trust ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Otelco Telephone LLC Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Associated Anesthesiologists Medical Group, P.C. 401 (K) Profit Sharing Plan in CA ($33M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Otelco Telephone LLC Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Russian School of Mathematics 401(k) Plan in MA (618 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 522126398.

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.