401(k) · DOL Form 5500 · 2023

Union Telephone Company 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
259
Participants Below avg headcount
75th
Percentile by assets National rank
$89,292
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Union Telephone Company 401(k) Plan · Sponsored by Union Telephone Company · Wyoming · Information & Media

$23M in assets, 259 participants

Union Telephone Company's Union Telephone Company 401(k) Plan reported $23M in total assets and 259 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #1,857 in Information & Media (2,818 peers)

Coverage in Wyoming

Union Telephone Company 401(k) Plan covers 259 participants in Wyoming, 2.7x the typical Wyoming plan (state average ~94 per filing). Assets: $23M.

#1,857
in Information & Media (2,818 peers)
+3.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Union Telephone Company 401(k) Plan's outsized position by total assets

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

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

$23,126,645 Top 25% higher than 75% 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

Union 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. Union Telephone Company 401(k) Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union Telephone Company 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $839K in the plan year 2023 filing.
  • Union Telephone Company 401(k) Plan reported participants rose from 235 in the plan year 2022 filing to 259 in the plan year 2023 filing.
  • Union Telephone Company 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 830184092 · Union Telephone Company PY 2023 · 401(k)

Union Telephone Company 401(k) Plan · $23M · 259 · 75th

  • IND $23M
  • IND 259
  • IND 75th
  • IND 401(k)
  • IND near Rigidply Rafters, Inc. Employee Savings & Retirement Plan
  • IND ind #1857

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 Wyoming →

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

Union Telephone Company 401(k) PlanUnion Telephone Company 401(…$23MRigidply Rafters, Inc. Employee Savings & Retirement PlanRigidply Rafters, Inc. Emplo…$23MSchimenti Construction Company, LLC 401(k) PlanSchimenti Construction Compa…$23MEye Physicians of Florida 401(k) P/S PlanEye Physicians of Florida 40…$23MR & O Construction Profit Sharing 401(k) PlanR & O Construction Profit Sh…$23M
End-of-year total assets ($M) among Union Telephone Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wyoming filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$839K
Employer EIN830184092
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Telephone Company)

Sponsor-wide plan assets over time

All Union Telephone Company plans reported in each filing year

Latest sponsor-wide plan assets
$35M 0.5977495762826748% vs 2022
2024 filing year
$34.5M$35M$35.5M$36M 202220232024 $35.1M $34.9M ▼ -0.6%
Year Plans Participants Total Assets
2022 2 459 $35M
2023 2 468 $36M
2024 2 444 $35M

Nearby 401(k) Plans in Wyoming

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

Union Telephone Company 401(k) Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants Union Telephone Company 401(k) Plan, Total assets ($M): 23.126645 · Participants: 259Union Telephone Company 401(k) PlanAdmiral Beverage Corporation 401(k) Plan, Total assets ($M): 156.224282 · Participants: 1354Admiral Beverage Corporation 401(k) PlanWyoming Machinery Company Profit Sharing 401(k) Plan, Total assets ($M): 136.372631 · Participants: 728Wyoming Machinery Company Profit Sharing 401(k) PlanTrihydro Corporation 401(k) Plan, Total assets ($M): 102.846284 · Participants: 539Trihydro Corporation 401(k) PlanTrue Companies Employees' 401(k) Savings Plan, Total assets ($M): 63.309064 · Participants: 950True Companies Employees' 401(k) Savings PlanNeiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($M): 43.885561 · Participants: 493Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust
Union Telephone Company 401(k) Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants
Compare Union Telephone Company 401(k) Plan side-by-side with 3 peers →

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

Outside Wyoming, the nearest 401(k) by assets is Rigidply Rafters, Inc. Employee Savings & Retirement Plan in PA ($23M); by covered participants it is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Union Telephone Company 401(k) Plan assets move in 2023? ▼
Union Telephone Company 401(k) Plan edged up modestly - up 3.8% during 2023, from $22M to $23M. Reported net income was $839K.
How have Union Telephone Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Telephone Company's sponsor-wide assets declined 0.6%, from $35M to $35M.
Where does Union Telephone Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Union Telephone Company 401(k) Plan ranks in the 75th 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 401(k) plans are similar in size to Union Telephone Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rigidply Rafters, Inc. Employee Savings & Retirement Plan in PA ($23M, 184 participants).
Which 401(k) plans cover a similar participant headcount to Union Telephone Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 participants, N/A 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 830184092.

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.