Money Purchase · DOL Form 5500 · 2024
Telephone and Data Systems, Inc. Money Purchase Plan
Data updated 2026-08-11
- $509M
- Total assets
- 5,326
- Participants
- 97th
- Percentile by assets
- $95,661
- Avg per participant
Official DOL plan name: Telephone and Data Systems, Inc. Pension Plan · Sponsored by Telephone and Data Systems, Inc. · Wisconsin · Information & Media
$509M in assets, 5,326 participants
Telephone and Data Systems, Inc.'s Telephone and Data Systems, Inc. Pension Plan reported $509M in total assets and 5,326 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #2,682 in Information & Media (2,822 peers)
Coverage in Wisconsin
Telephone and Data Systems, Inc. Pension Plan covers 5,326 participants in Wisconsin, 9.5x the typical Wisconsin plan (state average ~563 per filing). Assets: $509M.
- $509M
- total plan assets (2024 EOY)
- 5,326
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $95,661
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Telephone and Data Systems, Inc. Pension Plan reported net income fell from $57M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Telephone and Data Systems, Inc. Pension Plan end-of-year assets rose from $471M in the plan year 2023 filing to $509M in the plan year 2024 filing.
- Telephone and Data Systems, Inc. Pension Plan reported participants fell from 5,421 in the plan year 2023 filing to 5,326 in the plan year 2024 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Telephone and Data Systems, Inc. Pension Plan reports 5,326 participants - 9.5x that state average ($509M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $471M |
|---|---|
| Net Assets (End of Year) | $509M |
| Net Income | $38M |
| 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.
Telephone and Data Systems, Inc. Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,328
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $378M · 10,854
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,145
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $88M · 420
- Brady Funded Retirement Plan $85M · 1,139
Scale composition for Telephone and Data Systems, Inc. Pension Plan
Telephone and Data Systems, Inc. Pension Plan reports $509M in end-of-year assets across 5,326 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $95,661 per participant (69% of the national average assets-per-participant) . Net income for plan year 2024 was $38M.
This plan identity (EIN 362669023, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $414M to $509M (+23.0%) while covered participants moved from 5,694 to 5,326 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,694 | $414M | Open filing |
| 2023 | 5,421 | $471M | Open filing |
| 2024 · index core | 5,326 | $509M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Telephone and Data Systems, Inc. Tax-Deferred Savings Plan (401(k), $1.8B, 8,892 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Telephone and Data Systems, Inc. Pension Plan by total assets, not by location.
- Brewery Conference/Anheuser-Busch Defined Contribution Plan (MO) $505M · 2,581
- Operating Engineers Local 12 Defined Contribution Trust (CA) $518M · 20,504
- The Association of University Physicians Pension Plan (WA) $499M · 2,817
- Santa Clara University Defined Contribution Retirement Plan (CA) $520M · 1,889
Frequently Asked Questions
How did Telephone and Data Systems, Inc. Pension Plan assets move in 2024? ▼
How have Telephone and Data Systems, Inc. plan assets changed over time? ▼
Where does Telephone and Data Systems, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Telephone and Data Systems, Inc. Pension Plan? ▼
Next read for Telephone and Data Systems, Inc. Pension…
Filing takeaways
Ways to act on Telephone and Data Systems, Inc. Pension Plan's numbers.
- By total assets, Telephone and Data Systems, Inc. Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
- Telephone and Data Systems, Inc.'s sponsor-wide assets have grown 29.7% since 2022 across 3 plan years on file. More Information & Media plans