Defined Benefit (Pension) · DOL Form 5500 · 2023

Smithville Telephone Company, Incorporated Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
85
Participants Small participant base
78th
Percentile by assets National rank
$318,512
Avg per participant High balance/head
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Official DOL plan name: Smithville Telephone Company, Inc. Pension Plan · Sponsored by Smithville Telephone Company, Incorporated · Indiana · Information & Media

$27M in assets, 85 participants

Smithville Telephone Company, Incorporated's Smithville Telephone Company, Inc. Pension Plan reported $27M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #1,951 in Information & Media (2,818 peers)

Where Smithville Telephone Company, Inc. Pension Plan sits by assets

Smithville Telephone Company, Inc. Pension Plan sits in the top quartile of all filed plans by assets, $27M for 85 participants (~$318,512/participant), up 4.2% in 2023.

#1,951
in Information & Media (2,818 peers)
+4.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Smithville Telephone Company, Inc. Pension Plan's outsized position by total assets

Smithville Telephone Company, Inc. Pension Plan vs every filed plan by assets

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

$27,073,512 Top 22% higher than 78% 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

Smithville Telephone Company, Inc. Pension 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. Smithville Telephone Company, Inc. Pension Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smithville Telephone Company, Inc. Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Smithville Telephone Company, Inc. Pension Plan reported participants fell from 100 in the plan year 2022 filing to 85 in the plan year 2023 filing.
  • Smithville Telephone Company, Inc. Pension Plan end-of-year assets rose from $26M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 350666710 · Smithville Telephone Company, Incorporated PY 2023 · Defined Benefit (Pension)

Smithville Telephone Company, Inc. Pension Plan · $27M · 85 · 78th

  • BOY $27M
  • SCH 85
  • EBSA 78th
  • PART Defined Benefit (Pension)
  • TYPE near Retirement Plan of the Plumbers & Steamfitters Local No 489
  • NET ind #1951

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 Indiana →

Smithville Telephone Company, Inc. Pension Plan in the asset neighbourhood

Ab Mauri Food Inc. Retirement PlanAb Mauri Food Inc. Retiremen…$27MRetirement Plan of the Plumbers & Steamfitters Local No 489Retirement Plan of the Plumb…$27MSmithville Telephone Company, Inc. Pension PlanSmithville Telephone Company…$27MRetirement Plan of the Millmen's Retirement Trust of WashingtonRetirement Plan of the Millm…$27MThe Pittsburgh Symphony, Inc. Pension Plan for MusiciansThe Pittsburgh Symphony, Inc…$27M
End-of-year total assets ($M) among Smithville Telephone Company, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$1M
Employer EIN350666710
Plan Effective Date1959-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smithville Telephone Company, Incorporated)

Sponsor-wide plan assets over time

All Smithville Telephone Company, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$35M 9.263904366716835% vs 2022
2024 filing year
$31M$32M$33M$34M$35M$36M 202220232024 $32.1M $35.1M ▲ +9.2%
Year Plans Participants Total Assets
2022 2 241 $32M
2023 2 235 $34M
2024 2 245 $35M

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Smithville Telephone Company, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Smithville Telephone Company, Inc. Pension Plan, Total assets ($B): 0.027073512 · Participants: 85Smithville Telephone Company, Inc. Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Smithville Telephone Company, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Smithville Telephone Company, Inc. Pension Plan side-by-side with 3 peers →

Smithville Telephone Company, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Retirement Plan of the Plumbers & Steamfitters Local No 489 in MD ($27M); by covered participants it is Cash Balance Retirement Plan for Employees of Credit Industriel Et Commercial in NY (85 participants). Same-state nearby plans are listed separately above.

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 Smithville Telephone Company, Inc. Pension Plan assets move in 2023? ▼
Smithville Telephone Company, Inc. Pension Plan edged up modestly - up 4.2% during 2023, from $26M to $27M. Reported net income was $1M.
How have Smithville Telephone Company, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smithville Telephone Company, Incorporated's sponsor-wide assets grew 9.3%, from $32M to $35M.
Where does Smithville Telephone Company, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Smithville Telephone Company, Inc. Pension Plan ranks in the 78th 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 Defined Benefit (Pension) plans are similar in size to Smithville Telephone Company, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of the Plumbers & Steamfitters Local No 489 in MD ($27M, 116 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Smithville Telephone Company, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cash Balance Retirement Plan for Employees of Credit Industriel Et Commercial in NY (85 participants, $41M 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 350666710.

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.