Money Purchase · DOL Form 5500 · 2023

Telephone and Data Systems, Inc. Money Purchase Plan

Data updated 2026-08-25

$471M
Total assets Above avg plan size
5,421
Participants Above avg headcount
97th
Percentile by assets National rank
$86,929
Avg per participant Below avg balance/head
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Official DOL plan name: Telephone and Data Systems, Inc. Pension Plan · Sponsored by Telephone and Data Systems, Inc. · Wisconsin · Information & Media

$471M in assets, 5,421 participants

Telephone and Data Systems, Inc.'s Telephone and Data Systems, Inc. Pension Plan reported $471M in total assets and 5,421 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #2,686 in Information & Media (2,818 peers)

Coverage in Wisconsin

Telephone and Data Systems, Inc. Pension Plan covers 5,421 participants in Wisconsin, 9.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $471M.

#2,686
in Information & Media (2,818 peers)
+13.8%
assets growth YoY
4.7×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$471,243,840 Top 3% higher than 97% 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

Telephone and Data Systems, Inc. Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 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 (5,421 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Telephone and Data Systems, Inc. Pension Plan reported net income rose from -$77M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Telephone and Data Systems, Inc. Pension Plan end-of-year assets rose from $414M in the plan year 2022 filing to $471M in the plan year 2023 filing.
  • Telephone and Data Systems, Inc. Pension Plan reported participants fell from 5,694 in the plan year 2022 filing to 5,421 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362669023 · Telephone and Data Systems, Inc. PY 2023 · Money Purchase

Telephone and Data Systems, Inc. Pension Plan · $471M · 5,421 · 97th

  • EOY $471M
  • EOY 5,421
  • EOY 97th
  • EOY Money Purchase
  • EOY near Baker & Hostetler LLP Basic/Step-Rate Retirement Plan
  • EOY ind #2686

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

Pension Trust Fund for Operating Engineers Annuity PlanPension Trust Fund for Opera…$481MIron Workers District Council of So Oh & Vicinity Annuity TrustIron Workers District Counci…$476MBaker & Hostetler LLP Basic/Step-Rate Retirement PlanBaker & Hostetler LLP Basic/…$473MTelephone and Data Systems, Inc. Pension PlanTelephone and Data Systems, …$471MNECA-IBEW Local 364 Defined Contribution PlanNECA-IBEW Local 364 Defined …$468M
End-of-year total assets ($M) among Telephone and Data Systems, Inc. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$414M
Net Assets (End of Year)$471M
Net Income$57M
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): 0.47124384 · Participants: 5421Telephone and Data Systems, Inc. Pension PlanEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.327123781 · Participants: 9068Employees Retirement Plan of Marshfield ClinicNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.31081588 · Participants: 10094North Central States Regional Council of Carpenters Supplemental Retirement PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.135366605 · Participants: 2354Aspirus, Inc. Frozen 401(a) PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.081012136 · Participants: 422Wisconsin Glaziers & Glassworkers Money Purchase FundAtc Individual Account Pension Plan, Total assets ($B): 0.075885328 · Participants: 511Atc Individual Account Pension Plan
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 $471M in end-of-year assets across 5,421 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $86,929 per participant (63% of the national average assets-per-participant) . Net income for plan year 2023 was $57M.

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 Open filing
2023 5,421 $471M This page
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 ($473M); by covered participants it is Cement Masons Southern California Individual Retirement Account Defined Contribution Trust in CA (5,435 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,421 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 Telephone and Data Systems, Inc. Pension Plan assets move in 2023? ▼
Telephone and Data Systems, Inc. Pension Plan grew at a solid clip - up 13.8% during 2023, from $414M to $471M. Reported net income was $57M.
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 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 ($473M, 1,004 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 Cement Masons Southern California Individual Retirement Account Defined Contribution Trust in CA (5,435 participants, $202M 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 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.