401(k) · DOL Form 5500 · 2024

Otelco Telephone LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
636
Participants Below avg headcount
81st
Percentile by assets National rank
$62,338
Avg per participant Low balance/head
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Official DOL plan name: Otelco Telephone LLC Savings Trust · Sponsored by Otelco Telephone LLC · Alabama · Professional & Technical Services

$40M in assets, 636 participants

Otelco Telephone LLC's Otelco Telephone LLC Savings Trust reported $40M in total assets and 636 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,511 in Professional & Technical Services (20,173 peers)

Where Otelco Telephone LLC Savings Trust sits by assets

Otelco Telephone LLC Savings Trust sits in the top quartile of all filed plans by assets, $40M for 636 participants (~$62,338/participant), up 19.5% in 2024.

#16,511
in Professional & Technical Services (20,173 peers)
+19.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Otelco Telephone LLC Savings Trust's outsized position by total assets

Otelco Telephone LLC Savings Trust vs every filed plan by assets

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

$39,646,983 Top 19% higher than 81% 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

Otelco Telephone LLC Savings Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otelco Telephone LLC Savings Trust sits mid-pack in the medium band (636 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Otelco Telephone LLC Savings Trust reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Otelco Telephone LLC Savings Trust end-of-year assets rose from $33M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Otelco Telephone LLC Savings Trust reported participants rose from 618 in the plan year 2023 filing to 636 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 522126398 · Otelco Telephone LLC PY 2024 · 401(k)

Otelco Telephone LLC Savings Trust · $40M · 636 · 81st

  • RANK $40M
  • RANK 636
  • RANK 81st
  • RANK 401(k)
  • RANK near Tanger Inc. 401(k) Savings Plan
  • RANK ind #16511

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Otelco Telephone LLC Savings Trust in the asset neighbourhood

Otelco Telephone LLC Savings TrustOtelco Telephone LLC Savings…$40MTanger Inc. 401(k) Savings PlanTanger Inc. 401(k) Savings P…$40MC.G. Schmidt, Inc. Defined Contribution PlanC.G. Schmidt, Inc. Defined C…$40MRtm & Associates, Inc. Profit Sharing/401(k) PlanRtm & Associates, Inc. Profi…$40MTate Access Floors, Inc. Retirement Savings PlanTate Access Floors, Inc. Ret…$40M
End-of-year total assets ($M) among Otelco Telephone LLC Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$40M
Net Income$6M
Employer EIN522126398
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otelco Telephone LLC)

Sponsor-wide plan assets over time

All Otelco Telephone LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 51.86999904121177% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $26.1M $39.7M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 439 $26M
2023 1 618 $33M
2024 1 636 $40M

Nearby 401(k) Plans in Alabama

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

Otelco Telephone LLC Savings Trust vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Otelco Telephone LLC Savings Trust, Total assets ($B): 0.039646983 · Participants: 636Otelco Telephone LLC Savings TrustRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Otelco Telephone LLC Savings Trust vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Otelco Telephone LLC Savings Trust side-by-side with 3 peers →

Otelco Telephone LLC Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Tanger Inc. 401(k) Savings Plan in NC ($40M); by covered participants it is Aerotech Corporation Airport Services Savings and Investment Plan in WI (636 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (636 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 Otelco Telephone LLC Savings Trust assets move in 2024? ▼
Otelco Telephone LLC Savings Trust grew sharply - up 19.5% during 2024, from $33M to $40M. Reported net income was $6M.
How have Otelco Telephone LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otelco Telephone LLC's sponsor-wide assets grew 51.9%, from $26M to $40M.
Where does Otelco Telephone LLC Savings Trust rank by assets among Form 5500 filers? ▼
Otelco Telephone LLC Savings Trust ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Otelco Telephone LLC Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tanger Inc. 401(k) Savings Plan in NC ($40M, 424 participants).
Which 401(k) plans cover a similar participant headcount to Otelco Telephone LLC Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aerotech Corporation Airport Services Savings and Investment Plan in WI (636 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 522126398.

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.