Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement

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

Sponsored by Shentel Management Company · Virginia · Information & Media

What the 2023 filing shows

Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement holds $16M for 24 participants — about $674,646 per participant, up 7.7% over the 2023 plan year.

$16M
total plan assets (2023 EOY)
24
covered participants
$674,646
avg assets per participant
+7.7%
assets growth YoY
Total Assets (2023)
$16M
Participants
24
State
Industry
Information & Media

What the Filing Says About Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement

Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement is a Defined Benefit (Pension) retirement plan sponsored by Shentel Management Company, headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 24 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 311449037, and the plan has been effective since 1959-08-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $15M at the beginning of 2023 to $16M at year-end — a gain of 7.7%. Net assets (after liabilities) closed the year at $16M, with reported net income of $1M 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)$15M
Total Assets (End of Year)$16M
Net Assets (End of Year)$16M
Net Income$1M
Plan TypeDefined Benefit (Pension)
Employer EIN311449037
Plan Effective Date1959-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Shentel Management Company)

Year Plans Participants Total Assets
2022 3 219 $45M
2023 3 284 $51M
2024 1 248 N/A

Nearby Defined Benefit (Pension) Plans in Virginia

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

Frequently Asked Questions

How much money is in the Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement?
As of the 2023 Form 5500 filing, Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement holds $16M in total assets with 24 participants. It is sponsored by Shentel Management Company.
What type of plan is Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement?
Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement is a Defined Benefit (Pension) plan. It has been effective since 1959-08-31. The plan is filed with the U.S. Department of Labor under EIN 311449037.
Who sponsors the Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement?
Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement is sponsored by Shentel Management Company, located in Virginia. The sponsor's EIN is 311449037 and the plan operates in the Information & Media industry.
How did Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement perform in 2023?
Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement grew by 7.7% during 2023, moving from $15M to $16M in total assets. Net income was $1M.
Where can I find official filings for Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement?
Official Form 5500 filings for Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311449037 or plan name at efast.dol.gov.
How does Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement compare to other plans?
You can compare Horizon Telcom and Subsidiaries Salaried Employees Pension Plan & Trust Agreement against other Defined Benefit (Pension) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 311449037.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.