ESOP · DOL Form 5500 · 2023

Chickasaw Telephone Company, Inc. ESOP

Data updated 2026-08-25

$72M
Total assets Below avg plan size
58
Participants Small participant base
89th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan · Sponsored by Chickasaw Telephone Company, Inc. · Oklahoma · Professional & Technical Services

$72M in assets, 58 participants

Chickasaw Telephone Company, Inc.'s Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan reported $72M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,310 in Professional & Technical Services (20,321 peers)

Where Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan sits by assets

Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan sits in the top quartile of all filed plans by assets, $72M for 58 participants (~$1.2M/participant), down 8.2% in 2023.

#18,310
in Professional & Technical Services (20,321 peers)
-8.2%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan's outsized position by total assets

Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan vs every filed plan by assets

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

$72,282,958 Top 11% higher than 89% 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

Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
  • Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan reported participants fell from 69 in the plan year 2022 filing to 58 in the plan year 2023 filing.
  • Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan end-of-year assets fell from $79M in the plan year 2022 filing to $72M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 730652542 · Chickasaw Telephone Company, Inc. PY 2023 · ESOP

Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan · $72M · 58 · 89th

  • BOOK $72M
  • VS-ST 58
  • BOY 89th
  • SCH ESOP
  • EBSA near Csc Employee Stock Ownership Plan
  • PART ind #18310

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 What is an ESOP? → · Plans in Oklahoma →

Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan in the asset neighbourhood

Chickasaw Telephone Company, Inc. Employees Stock Ownership PlanChickasaw Telephone Company,…$72MCsc Employee Stock Ownership PlanCsc Employee Stock Ownership…$72MSletten, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock…$72MAmerican Pacific Mortgage Corporation Employee Stock Ownership PlanAmerican Pacific Mortgage Co…$72MCornerstone Government Affairs, Inc. Employee Stock Ownership PlanCornerstone Government Affai…$72M
End-of-year total assets ($M) among Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$72M
Net Income-$6M
Employer EIN730652542
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chickasaw Telephone Company, Inc.)

Sponsor-wide plan assets over time

All Chickasaw Telephone Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 3.2198457998202543% vs 2022
2024 filing year
$70M$75M$80M$85M 202220232024 $78.7M $81.3M ▲ +3.2%
Year Plans Participants Total Assets
2022 1 69 $79M
2023 1 58 $72M
2024 1 54 $81M

Nearby ESOP Plans in Oklahoma

Peer ESOP plans, same state, same plan type, ranked by total assets.

Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0100200300400 Total assets ($M) Participants Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan, Total assets ($M): 72.282958 · Participants: 58Chickasaw Telephone Company, Inc. Employees Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 310.564256 · Participants: 1300Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 232.047343 · Participants: 62International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 155.427941 · Participants: 1305Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 147.218916 · Participants: 1631Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.222563 · Participants: 132Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan side-by-side with 3 peers →

Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Csc Employee Stock Ownership Plan in CA ($72M); by covered participants it is First Union Financial Corporation Employee Stock Ownership Plan in AR (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan assets move in 2023? ▼
Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan pulled back noticeably - down 8.2% during 2023, from $79M to $72M. Reported net income was -$6M.
How have Chickasaw Telephone Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chickasaw Telephone Company, Inc.'s sponsor-wide assets grew 3.2%, from $79M to $81M.
Where does Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan ranks in the 89th 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 ESOP plans are similar in size to Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Csc Employee Stock Ownership Plan in CA ($72M, 2,908 participants).
Which ESOP plans cover a similar participant headcount to Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Union Financial Corporation Employee Stock Ownership Plan in AR (58 participants, $2M 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 730652542.

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.