401(k) · DOL Form 5500 · 2024

Southwest Texas Telephone Company 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
33
Participants Small participant base
51st
Percentile by assets National rank
$245,101
Avg per participant Above avg balance/head
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Official DOL plan name: Southwest Texas Telephone Company Profit Sharing & Savings Plan · Sponsored by Southwest Texas Telephone Company · Texas · Information & Media

$8M in assets, 33 participants

Southwest Texas Telephone Company's Southwest Texas Telephone Company Profit Sharing & Savings Plan reported $8M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,044 in Information & Media (2,822 peers)

2024 asset change

Southwest Texas Telephone Company Profit Sharing & Savings Plan pulled back noticeably 10.7% in 2024 ($9M → $8M) for 33 participants.

#1,044
in Information & Media (2,822 peers)
-10.7%
assets change YoY

The plan reported a net loss of $971K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Texas Telephone Company Profit Sharing & Savings Plan's mid-pack asset rank among Information & Media and all filers

Southwest Texas Telephone Company Profit Sharing & Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,088,318 Top 49% higher than 51% of 123,620 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 2024

Southwest Texas Telephone Company Profit Sharing & Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Texas Telephone Company Profit Sharing & Savings Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Texas Telephone Company Profit Sharing & Savings Plan reported net income fell from $1M in the plan year 2023 filing to -$971K in the plan year 2024 filing.
  • Southwest Texas Telephone Company Profit Sharing & Savings Plan end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Southwest Texas Telephone Company Profit Sharing & Savings Plan reported participants rose from 32 in the plan year 2023 filing to 33 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 740868320 · Southwest Texas Telephone Company PY 2024 · 401(k)

Southwest Texas Telephone Company Profit Sharing & Savings Plan · $8M · 33 · 51st

  • EIN $8M
  • EIN 33
  • EIN 51st
  • EIN 401(k)
  • EIN near Vintage Wine Company 401(k) & Profit Sharing Plan & Trust
  • EIN ind #1044

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 Texas →

Southwest Texas Telephone Company Profit Sharing & Savings Plan in the asset neighbourhood

Southwest Texas Telephone Company Profit Sharing & Savings PlanSouthwest Texas Telephone Co…$8MVintage Wine Company 401(k) & Profit Sharing Plan & TrustVintage Wine Company 401(k) …$8MLong Haul Trucking, Inc. 401(k) Retirement PlanLong Haul Trucking, Inc. 401…$8MHarding's Markets - West, Inc. 401 (K) PlanHarding's Markets - West, In…$8M403(b) Thrift Plan of Riverside Industries, Inc.403(b) Thrift Plan of Rivers…$8M
End-of-year total assets ($M) among Southwest Texas Telephone Company Profit Sharing & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Southwest Texas Telephone Company years around the 2024 move

Sponsor-wide plan assets over time

All Southwest Texas Telephone Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 3.914138023846124% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.78M $8.09M ▲ +4.0%
Year Plans Participants Total Assets
2022 1 33 $8M
2023 1 32 $9M
2024 1 33 $8M

2024 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$971K
Employer EIN740868320
Plan Effective Date1979-12-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Southwest Texas Telephone Company Profit Sharing & Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Southwest Texas Telephone Company Profit Sharing & Savings Plan, Total assets ($B): 0.008088318 · Participants: 33Southwest Texas Telephone Company Profit Sharing & Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Southwest Texas Telephone Company Profit Sharing & Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Southwest Texas Telephone Company Profit Sharing & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Vintage Wine Company 401(k) & Profit Sharing Plan & Trust in MI ($8M); by covered participants it is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southwest Texas Telephone Company Profit Sharing & Savings Plan assets move in 2024?
Southwest Texas Telephone Company Profit Sharing & Savings Plan pulled back noticeably - down 10.7% during 2024, from $9M to $8M. Reported net income was -$971K.
How have Southwest Texas Telephone Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Southwest Texas Telephone Company's sponsor-wide assets grew 3.9%, from $8M to $8M.
Which 401(k) plans are similar in size to Southwest Texas Telephone Company Profit Sharing & Savings Plan?
Among 401(k) plans in other states, the closest by assets is Vintage Wine Company 401(k) & Profit Sharing Plan & Trust in MI ($8M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Texas Telephone Company Profit Sharing & Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants, N/A in assets).