401(k) · DOL Form 5500 · 2023
Telephone and Data Systems, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.6B
- Total assets
- 9,408
- Participants
- 99th
- Percentile by assets
- $171,923
- Avg per participant
Official DOL plan name: Telephone and Data Systems, Inc. Tax-Deferred Savings Plan · Sponsored by Telephone and Data Systems, Inc. · Wisconsin · Information & Media
$1.6B in assets, 9,408 participants
Telephone and Data Systems, Inc.'s Telephone and Data Systems, Inc. Tax-Deferred Savings Plan reported $1.6B in total assets and 9,408 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #2,764 in Information & Media (2,818 peers)
Coverage in Wisconsin
Telephone and Data Systems, Inc. Tax-Deferred Savings Plan covers 9,408 participants in Wisconsin, 17x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.6B.
- $1.6B
- total plan assets (2023 EOY)
- 9,408
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $171,923
- avg assets per participant
Where Telephone and Data Systems, Inc. Tax-Deferred Savings Plan sits by total assets
Telephone and Data Systems, Inc. Tax-Deferred Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,617,451,123 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Telephone and Data Systems, Inc. Tax-Deferred Savings Plan reported net income rose from -$256M in the plan year 2022 filing to $266M in the plan year 2023 filing.
- Telephone and Data Systems, Inc. Tax-Deferred Savings Plan end-of-year assets rose from $1.4B in the plan year 2022 filing to $1.6B in the plan year 2023 filing.
- Telephone and Data Systems, Inc. Tax-Deferred Savings Plan reported participants rose from 9,047 in the plan year 2022 filing to 9,408 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Telephone and Data Systems, Inc. Tax-Deferred Savings Plan reports 9,408 participants - 17x that state average ($1.6B EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | $266M |
| Employer EIN | 362669023 |
| Plan Effective Date | 1985-12-01 |
| 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 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Telephone and Data Systems, Inc. Tax-Deferred Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Scale composition for Telephone and Data Systems, Inc. Tax-Deferred Savings Plan
Telephone and Data Systems, Inc. Tax-Deferred Savings Plan reports $1.6B in end-of-year assets across 9,408 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $171,923 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2023 was $266M.
This plan identity (EIN 362669023, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.8B (+31.8%) while covered participants moved from 9,047 to 8,892 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,047 | $1.4B | Open filing |
| 2023 | 9,408 | $1.6B | This page |
| 2024 · index core | 8,892 | $1.8B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Telephone and Data Systems, Inc. Tax-Deferred Savings Plan (401(k), $1.8B, 8,892 participants)
- Telephone and Data Systems, Inc. Pension Plan (Money Purchase, $509M, 5,326 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Telephone and Data Systems, Inc. Tax-Deferred Savings Plan by total assets, not by location.
- O'reilly Automotive, Inc. Profit Sharing and Savings Plan (MO) $1.6B · 74,266
- US Acute Care Solutions Profit Sharing/401(k) Plan and Trust (OH) $1.6B · 5,438
- Shaw Industries Group, Inc. Retirement Savings Plan (GA) $1.6B · 19,284
- Munich Re U.S. Savings Plan (NJ) $1.6B · 4,315
Frequently Asked Questions
How did Telephone and Data Systems, Inc. Tax-Deferred Savings Plan assets move in 2023? ▼
How have Telephone and Data Systems, Inc. plan assets changed over time? ▼
Where does Telephone and Data Systems, Inc. Tax-Deferred Savings Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Telephone and Data Systems, Inc. Tax-Deferred Savings Plan's numbers.
- By total assets, Telephone and Data Systems, Inc. Tax-Deferred Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Telephone and Data Systems, Inc.'s sponsor-wide assets have grown 29.7% since 2022 across 3 plan years on file. More Information & Media plans