401(k) · DOL Form 5500 · 2024

Mid-Rivers Telephone Cooperative, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
103
Participants Small participant base
81st
Percentile by assets National rank
$389,235
Avg per participant High balance/head
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Official DOL plan name: Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust · Sponsored by Mid-Rivers Telephone Cooperative, Inc. · Montana · Utilities

$40M in assets, 103 participants

Mid-Rivers Telephone Cooperative, Inc.'s Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust reported $40M in total assets and 103 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.

  • #344 in Utilities (732 peers)

Coverage in Montana

Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust covers 103 participants in Montana, about 38% of the average Montana filer (state average ~271 per filing). Assets: $40M.

#344
in Utilities (732 peers)
+14.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust's outsized position by total assets

Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust vs every filed plan by assets

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

$40,091,205 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

Mid-Rivers Telephone Cooperative Employees' Savings Plan and 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. Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust end-of-year assets rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust reported participants fell from 109 in the plan year 2023 filing to 103 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 810239277 · Mid-Rivers Telephone Cooperative, Inc. PY 2024 · 401(k)

Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust · $40M · 103 · 81st

  • SCH $40M
  • EBSA 103
  • PART 81st
  • TYPE 401(k)
  • NET near Affinity Development Group 401(k) Profit Sharing Plan
  • BOOK ind #344

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 Utilities retirement plans → · Plans in Montana →

Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust in the asset neighbourhood

Dataiku Inc. 401(k) Plan$40MOcean State Jobbers, Inc. & Affiliates 401(k) PlanOcean State Jobbers, Inc. & …$40MMid-Rivers Telephone Cooperative Employees' Savings Plan and TrustMid-Rivers Telephone Coopera…$40MAffinity Development Group 401(k) Profit Sharing PlanAffinity Development Group 4…$40MEdgewood Management Group, LLC 401(k) Profit Sharing PlanEdgewood Management Group, L…$40M
End-of-year total assets ($M) among Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$5M
Employer EIN810239277
Plan Effective Date1982-06-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Mid-Rivers Telephone Cooperative, Inc.)

Sponsor-wide plan assets over time

All Mid-Rivers Telephone Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 34.54136482323242% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.8M $40.1M ▲ +34.5%
Year Plans Participants Total Assets
2022 2 177 $30M
2023 1 109 $35M
2024 1 103 $40M

Nearby 401(k) Plans in Montana

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

Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 0200400600800 Total assets ($M) Participants Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust, Total assets ($M): 40.091205 · Participants: 103Mid-Rivers Telephone Cooperative Employees' Savings Plan and TrustD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust side-by-side with 3 peers →

Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Affinity Development Group 401(k) Profit Sharing Plan in CA ($40M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust assets move in 2024? ▼
Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust grew at a solid clip - up 14.8% during 2024, from $35M to $40M. Reported net income was $5M.
How have Mid-Rivers Telephone Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mid-Rivers Telephone Cooperative, Inc.'s sponsor-wide assets grew 34.5%, from $30M to $40M.
Where does Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Mid-Rivers Telephone Cooperative Employees' Savings Plan and 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 Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Affinity Development Group 401(k) Profit Sharing Plan in CA ($40M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants, $207K 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 810239277.

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.