Telephone and Data Systems, Inc. Pension Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 16, 2026

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

Sponsored by Telephone and Data Systems, Inc. · Wisconsin · Information & Media

What the 2023 filing shows

Telephone and Data Systems, Inc. Pension Plan holds $509M for 5,326 participants — about $95,661 per participant, up 8.1% over the 2024 plan year.

$509M
total plan assets (2024 EOY): 5,326
covered participants: $95,661
avg assets per participant: +8.1%
assets growth YoY

Total Assets (2023)

$509M

Participants

5,326

State

Wisconsin

Industry

Information & Media

What the Filing Says About Telephone and Data Systems, Inc. Pension Plan

Telephone and Data Systems, Inc. Pension Plan is a Money Purchase retirement plan sponsored by Telephone and Data Systems, Inc., headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports $509M in total end-of-year assets and covers 5,326 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 362669023, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $471M at the beginning of 2024 to $509M at year-end — a gain of 8.1%. Net assets (after liabilities) closed the year at $509M, with reported net income of $38M 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)	$471M
Total Assets (End of Year)	$509M
Net Assets (End of Year)	$509M
Net Income	$38M
Plan Type	Money Purchase
Employer EIN	362669023
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Telephone and Data Systems, Inc.)

Year	Plans	Participants	Total Assets
2022	2	14,741	$1.8B
2023	2	14,829	$2.1B
2024	2	14,218	$2.3B

Nearby Money Purchase Plans in Wisconsin

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Employees Retirement Plan of Marshfield Clinic $1.3B · 9,068
Telephone and Data Systems, Inc. Pension Plan $471M · 5,421
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan $429M · 1,896
North Central States Regional Council of Carpenters Supplemental Retirement Plan $311M · 10,094
Aspirus, Inc. Frozen 401(a) Plan $135M · 2,354

Compare Telephone and Data Systems, Inc. Pension… side-by-side with 3 peers →

Related Data

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Frequently Asked Questions

How much money is in the Telephone and Data Systems, Inc. Pension Plan? ▼

As of the 2024 Form 5500 filing, Telephone and Data Systems, Inc. Pension Plan holds $509M in total assets with 5,326 participants. It is sponsored by Telephone and Data Systems, Inc..

What type of plan is Telephone and Data Systems, Inc. Pension Plan? ▼

Telephone and Data Systems, Inc. Pension Plan is a Money Purchase plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 362669023.

Who sponsors the Telephone and Data Systems, Inc. Pension Plan? ▼

Telephone and Data Systems, Inc. Pension Plan is sponsored by Telephone and Data Systems, Inc., located in Wisconsin. The sponsor's EIN is 362669023 and the plan operates in the Information & Media industry.

How did Telephone and Data Systems, Inc. Pension Plan perform in 2024? ▼

Telephone and Data Systems, Inc. Pension Plan grew by 8.1% during 2024, moving from $471M to $509M in total assets. Net income was $38M.

Where can I find official filings for Telephone and Data Systems, Inc. Pension Plan? ▼

Official Form 5500 filings for Telephone and Data Systems, Inc. Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362669023 or plan name at efast.dol.gov.

How does Telephone and Data Systems, Inc. Pension Plan compare to other plans? ▼

You can compare Telephone and Data Systems, Inc. Pension Plan against other Money Purchase plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.