401(k) · DOL Form 5500 · 2023

Telephone and Data Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$1.6B
Total assets Very large vs avg
9,408
Participants Very large workforce
99th
Percentile by assets National rank
$171,923
Avg per participant Above avg balance/head
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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.

  • #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.

#2,764
in Information & Media (2,818 peers)
+19.7%
assets growth YoY
16×
vs typical plan assets (national mean)

Telephone and Data Systems, Inc. Tax-Deferred Savings Plan's outsized position 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

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. Tax-Deferred Savings 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. Tax-Deferred Savings Plan lands in the large band (9,408 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362669023 · Telephone and Data Systems, Inc. PY 2023 · 401(k)

Telephone and Data Systems, Inc. Tax-Deferred Savings Plan · $1.6B · 9,408 · 99th

  • 5500 $1.6B
  • 5500 9,408
  • 5500 99th
  • 5500 401(k)
  • 5500 near O'reilly Automotive, Inc. Profit Sharing and Savings Plan
  • 5500 ind #2764

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. Tax-Deferred Savings Plan in the asset neighbourhood

Telephone and Data Systems, Inc. Tax-Deferred Savings PlanTelephone and Data Systems, …$1.6BO'reilly Automotive, Inc. Profit Sharing and Savings PlanO'reilly Automotive, Inc. Pr…$1.6BShaw Industries Group, Inc. Retirement Savings PlanShaw Industries Group, Inc. …$1.6BUS Acute Care Solutions Profit Sharing/401(k) Plan and TrustUS Acute Care Solutions Prof…$1.6BMunich Re U.S. Savings Plan$1.6B
End-of-year total assets ($B) among Telephone and Data Systems, Inc. Tax-Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.6B
Net Income$266M
Employer EIN362669023
Plan Effective Date1985-12-01
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 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 Scatter plot of 6 data points. 020000400006000080000100000 0246810 Total assets ($B) Participants Telephone and Data Systems, Inc. Tax-Deferred Savings Plan, Total assets ($B): 1.617451123 · Participants: 9408Telephone and Data Systems, Inc. Tax-Deferred Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Telephone and Data Systems, Inc. Tax-Deferred Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Telephone and Data Systems, Inc. Tax-Deferred Savings Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is O'reilly Automotive, Inc. Profit Sharing and Savings Plan in MO ($1.6B); by covered participants it is Usi 401(k) Plan in NY (9,397 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,408 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. Tax-Deferred Savings Plan assets move in 2023? ▼
Telephone and Data Systems, Inc. Tax-Deferred Savings Plan grew sharply - up 19.7% during 2023, from $1.4B to $1.6B. Reported net income was $266M.
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. Tax-Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Telephone and Data Systems, Inc. Tax-Deferred Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Telephone and Data Systems, Inc. Tax-Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is O'reilly Automotive, Inc. Profit Sharing and Savings Plan in MO ($1.6B, 74,266 participants).
Which 401(k) plans cover a similar participant headcount to Telephone and Data Systems, Inc. Tax-Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Usi 401(k) Plan in NY (9,397 participants, $1.3B 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.