401(k) · DOL Form 5500 · 2023

United Telephone Company 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
158
Participants Small participant base
53rd
Percentile by assets National rank
$49,063
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: United Telephone Company 401(k) Plan · Sponsored by United Telephone Company · Tennessee · Utilities

$8M in assets, 158 participants

United Telephone Company's United Telephone Company 401(k) Plan reported $8M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #150 in Utilities (721 peers)

Coverage in Tennessee

United Telephone Company 401(k) Plan covers 158 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $8M.

#150
in Utilities (721 peers)
+22.9%
assets growth YoY

United Telephone Company 401(k) Plan's mid-pack asset rank among Utilities and all filers

United Telephone Company 401(k) Plan vs every filed plan by assets

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

$7,751,917 Top 47% higher than 53% 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

United Telephone Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Telephone Company 401(k) Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Telephone Company 401(k) Plan reported net income rose from -$823K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • United Telephone Company 401(k) Plan reported participants rose from 123 in the plan year 2022 filing to 158 in the plan year 2023 filing.
  • United Telephone Company 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620448502 · United Telephone Company PY 2023 · 401(k)

United Telephone Company 401(k) Plan · $8M · 158 · 53rd

  • IND $8M
  • EOY 158
  • 5500 53rd
  • ASSETS 401(k)
  • PCT near University of Iowa Community Medical Services, LLC 401(k) Plan
  • EIN ind #150

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 Utilities retirement plans → · Plans in Tennessee →

United Telephone Company 401(k) Plan in the asset neighbourhood

United Telephone Company 401(k) PlanUnited Telephone Company 401…$8MUniversity of Iowa Community Medical Services, LLC 401(k) PlanUniversity of Iowa Community…$8MThrive Behavioral Health, LLC 401(k) PlanThrive Behavioral Health, LL…$8MIppolito International, LP 401(k) PlanIppolito International, LP 4…$8MMiura America Co. Ltd. Retirement PlanMiura America Co. Ltd. Retir…$8M
End-of-year total assets ($M) among United Telephone Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN620448502
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Telephone Company)

Sponsor-wide plan assets over time

All United Telephone Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 45.97616783855602% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.31M $9.2M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 123 $6M
2023 1 158 $8M
2024 1 176 $9M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

United Telephone Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants United Telephone Company 401(k) Plan, Total assets ($B): 0.007751917 · Participants: 158United Telephone Company 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
United Telephone Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare United Telephone Company 401(k) Plan side-by-side with 3 peers →

United Telephone Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is University of Iowa Community Medical Services, LLC 401(k) Plan in IA ($8M); by covered participants it is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 United Telephone Company 401(k) Plan assets move in 2023? ▼
United Telephone Company 401(k) Plan grew sharply - up 22.9% during 2023, from $6M to $8M. Reported net income was $1M.
How have United Telephone Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Telephone Company's sponsor-wide assets grew 46.0%, from $6M to $9M.
Which 401(k) plans are similar in size to United Telephone Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is University of Iowa Community Medical Services, LLC 401(k) Plan in IA ($8M, 93 participants).
Which 401(k) plans cover a similar participant headcount to United Telephone Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants, $650K 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 620448502.

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.