Defined Benefit (Pension) · DOL Form 5500 · 2024

Smithville Telephone Company, Incorporated Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
82
Participants Small participant base
75th
Percentile by assets National rank
$320,545
Avg per participant High balance/head
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Official DOL plan name: Smithville Telephone Company, Inc. Pension Plan · Sponsored by Smithville Telephone Company, Incorporated · Indiana · Information & Media

$26M in assets, 82 participants

Smithville Telephone Company, Incorporated's Smithville Telephone Company, Inc. Pension Plan reported $26M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #1,875 in Information & Media (2,822 peers)

Where Smithville Telephone Company, Inc. Pension Plan sits by assets

Smithville Telephone Company, Inc. Pension Plan sits in the top quartile of all filed plans by assets, $26M for 82 participants (~$320,545/participant), down 2.9% in 2024.

#1,875
in Information & Media (2,822 peers)
-2.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $789K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smithville Telephone Company, Inc. Pension Plan's outsized position by total assets

Smithville Telephone Company, Inc. Pension Plan vs every filed plan by assets

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

$26,284,652 Top 25% higher than 75% 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

Smithville Telephone Company, Inc. Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smithville Telephone Company, Inc. Pension Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smithville Telephone Company, Inc. Pension Plan reported net income fell from $1M in the plan year 2023 filing to -$789K in the plan year 2024 filing.
  • Smithville Telephone Company, Inc. Pension Plan reported participants fell from 85 in the plan year 2023 filing to 82 in the plan year 2024 filing.
  • Smithville Telephone Company, Inc. Pension Plan end-of-year assets fell from $27M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 350666710 · Smithville Telephone Company, Incorporated PY 2024 · Defined Benefit (Pension)

Smithville Telephone Company, Inc. Pension Plan · $26M · 82 · 75th

  • NET $26M
  • NET 82
  • NET 75th
  • NET Defined Benefit (Pension)
  • NET near Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees
  • NET ind #1875

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 Information & Media retirement plans → · Plans in Indiana →

Smithville Telephone Company, Inc. Pension Plan in the asset neighbourhood

Pension Plan for Salaried Ees of the B & C Hb & Pen FdsPension Plan for Salaried Ee…$26MSmithville Telephone Company, Inc. Pension PlanSmithville Telephone Company…$26MStepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly EmployeesStepan Company Retirement Pl…$26MUno-Ven Retirement Plan$26MPension Plan for Former Employees of Aventics Corporation and Bristol BabcockPension Plan for Former Empl…$26M
End-of-year total assets ($M) among Smithville Telephone Company, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$26M
Net Income-$789K
Employer EIN350666710
Plan Effective Date1959-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smithville Telephone Company, Incorporated)

Sponsor-wide plan assets over time

All Smithville Telephone Company, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$35M 9.263904366716835% vs 2022
2024 filing year
$31M$32M$33M$34M$35M$36M 202220232024 $32.1M $35.1M ▲ +9.2%
Year Plans Participants Total Assets
2022 2 241 $32M
2023 2 235 $34M
2024 2 245 $35M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Smithville Telephone Company, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants Smithville Telephone Company, Inc. Pension Plan, Total assets ($B): 0.026284652 · Participants: 82Smithville Telephone Company, Inc. Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource Pension Plan
Smithville Telephone Company, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Smithville Telephone Company, Inc. Pension Plan side-by-side with 3 peers →

Smithville Telephone Company, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees in IL ($26M); by covered participants it is The Connecticut Water Company Employees' Retirement Plan in CT (82 participants). Same-state nearby plans are listed separately above.

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 Smithville Telephone Company, Inc. Pension Plan assets move in 2024? ▼
Smithville Telephone Company, Inc. Pension Plan edged down modestly - down 2.9% during 2024, from $27M to $26M. Reported net income was -$789K.
How have Smithville Telephone Company, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smithville Telephone Company, Incorporated's sponsor-wide assets grew 9.3%, from $32M to $35M.
Where does Smithville Telephone Company, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Smithville Telephone Company, Inc. Pension Plan ranks in the 75th 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 Defined Benefit (Pension) plans are similar in size to Smithville Telephone Company, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees in IL ($26M, 53 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Smithville Telephone Company, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Connecticut Water Company Employees' Retirement Plan in CT (82 participants, $92M 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 350666710.

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.