TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 3, 2026

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

TELEPHONE AND DATA SYSTEMS, INC.

This Money Purchase plan holds $471M in total assets and serves 5,421 participants as of 2023. It is sponsored by TELEPHONE AND DATA SYSTEMS, INC. in Wisconsin. The plan reported positive net income of $57M for the year.

Total Assets (2023)

$471M

Participants

5,421

State

Wisconsin

Industry

Information & Media

What the Filing Says About TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN

TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN is a Money Purchase retirement plan sponsored by TELEPHONE AND DATA SYSTEMS, INC., headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $471M in total end-of-year assets and covers 5,421 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 362669023, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $414M at the beginning of 2023 to $471M at year-end — a gain of 13.8%. Net assets (after liabilities) closed the year at $471M, with reported net income of $57M 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)	$414M
Total Assets (End of Year)	$471M
Net Assets (End of Year)	$471M
Net Income	$57M
Plan Type	Money Purchase
Employer EIN	362669023
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (TELEPHONE AND DATA SYSTEMS, INC.)

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.

EMPLOYEES RETIREMENT PLAN OF MARSHFIELD CLINIC $1.3B · 9,068
PLUMBERS AND STEAMFITTERS LOCAL 400 AND MECHANICAL CONTRACTORS ASSOCIATION OF NORTH CENTRAL WISCONSIN PROFIT SHARING/401(K) PLAN $429M · 1,896
NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN $311M · 10,094
ASPIRUS, INC. FROZEN 401(A) PLAN $135M · 2,354
WISCONSIN GLAZIERS & GLASSWORKERS MONEY PURCHASE FUND $81M · 422

Compare TELEPHONE AND DATA SYSTEMS, INC. PENSION… side-by-side with 3 peers →

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Frequently Asked Questions

How much money is in the TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN? ▼

As of the 2023 Form 5500 filing, TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN holds $471M in total assets with 5,421 participants. It is sponsored by TELEPHONE AND DATA SYSTEMS, INC..

What type of plan is TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN? ▼

TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN is a Money Purchase plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 362669023.

Who sponsors the TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN? ▼

TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN is sponsored by TELEPHONE AND DATA SYSTEMS, INC., located in Wisconsin. The sponsor's EIN is 362669023 and the plan operates in the Information & Media industry.

How did TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN perform in 2023? ▼

TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN grew by 13.8% during 2023, moving from $414M to $471M in total assets. Net income was $57M.

Where can I find official filings for TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN? ▼

Official Form 5500 filings for TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362669023 or plan name at efast.dol.gov.

How does TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN compare to other plans? ▼

You can compare TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN against other Money Purchase plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.