Money Purchase
2023 plan-year Money Purchase DOL Form 5500

PIONEER TELEPHONE COOPERATIVE, INC. NON-QUALIFIED

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

PIONEER TELEPHONE COOPERATIVE, INC.

This Money Purchase plan holds $695K in total assets and serves 52 participants as of 2023. It is sponsored by PIONEER TELEPHONE COOPERATIVE, INC. in Oklahoma. The plan reported a net loss of $158K for the year.

Total Assets (2023)
$695K
Participants
52
State
Industry
Information & Media

What the Filing Says About PIONEER TELEPHONE COOPERATIVE, INC. NON-QUALIFIED

PIONEER TELEPHONE COOPERATIVE, INC. NON-QUALIFIED is a Money Purchase retirement plan sponsored by PIONEER TELEPHONE COOPERATIVE, INC., headquartered in Oklahoma. As of the 2023 Form 5500 filing, the plan reports $695K in total end-of-year assets and covers 52 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 730618715, and the plan has been effective since 1985-11-21. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $853K at the beginning of 2023 to $695K at year-end — a decline of 18.5%. Net assets (after liabilities) closed the year at $695K, with reported net income of $-158,029 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)$853K
Total Assets (End of Year)$695K
Net Assets (End of Year)$695K
Net Income$-158,029
Plan TypeMoney Purchase
Employer EIN730618715
Plan Effective Date1985-11-21
Filing StatusFILING RECEIVED

Sponsor Plan History (PIONEER TELEPHONE COOPERATIVE, INC.)

Year Plans Participants Total Assets
2022 2 621 $140M
2023 2 590 $155M
2024 2 532 $170M

Nearby Money Purchase Plans in Oklahoma

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Frequently Asked Questions

How much money is in the PIONEER TELEPHONE COOPERATIVE, INC. NON-QUALIFIED?
As of the 2023 Form 5500 filing, PIONEER TELEPHONE COOPERATIVE, INC. NON-QUALIFIED holds $695K in total assets with 52 participants. It is sponsored by PIONEER TELEPHONE COOPERATIVE, INC..
What type of plan is PIONEER TELEPHONE COOPERATIVE, INC. NON-QUALIFIED?
PIONEER TELEPHONE COOPERATIVE, INC. NON-QUALIFIED is a Money Purchase plan. It has been effective since 1985-11-21. The plan is filed with the U.S. Department of Labor under EIN 730618715.
Who sponsors the PIONEER TELEPHONE COOPERATIVE, INC. NON-QUALIFIED?
PIONEER TELEPHONE COOPERATIVE, INC. NON-QUALIFIED is sponsored by PIONEER TELEPHONE COOPERATIVE, INC., located in Oklahoma. The sponsor's EIN is 730618715 and the plan operates in the Information & Media industry.
How did PIONEER TELEPHONE COOPERATIVE, INC. NON-QUALIFIED perform in 2023?
PIONEER TELEPHONE COOPERATIVE, INC. NON-QUALIFIED declined by 18.5% during 2023, moving from $853K to $695K in total assets. Net income was $-158,029.
Where can I find official filings for PIONEER TELEPHONE COOPERATIVE, INC. NON-QUALIFIED?
Official Form 5500 filings for PIONEER TELEPHONE COOPERATIVE, INC. NON-QUALIFIED are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 730618715 or plan name at efast.dol.gov.
How does PIONEER TELEPHONE COOPERATIVE, INC. NON-QUALIFIED compare to other plans?
You can compare PIONEER TELEPHONE COOPERATIVE, INC. NON-QUALIFIED against other Money Purchase plans on the plan type page, or view plans in Oklahoma on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 730618715.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.