Defined Benefit (Pension) · DOL Form 5500 · 2022

Valley Telephone Cooperative, Inc. Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
154
Participants Small participant base
78th
Percentile by assets National rank
$138,346
Avg per participant Near avg balance/head
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Official DOL plan name: Valley Telephone Cooperative, Inc. Defined Benefit Plan · Sponsored by Valley Telephone Cooperative, Inc. · Texas · Information & Media

$21M in assets, 154 participants

Valley Telephone Cooperative, Inc.'s Valley Telephone Cooperative, Inc. Defined Benefit Plan reported $21M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,020 in Information & Media (2,911 peers)

Coverage in Texas

Valley Telephone Cooperative, Inc. Defined Benefit Plan covers 154 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $21M.

#2,020
in Information & Media (2,911 peers)
-10.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valley Telephone Cooperative, Inc. Defined Benefit Plan's outsized position by total assets

Valley Telephone Cooperative, Inc. Defined Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$21,305,255 Top 22% higher than 78% of 139,123 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 2022

Valley Telephone Cooperative, Inc. Defined Benefit Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Telephone Cooperative, Inc. Defined Benefit Plan sits mid-pack in the medium band (154 participants).

Form 5500 schedule snapshot

Filing strip 741207591 · Valley Telephone Cooperative, Inc. PY 2022 · Defined Benefit (Pension)

Valley Telephone Cooperative, Inc. Defined Benefit Plan · $21M · 154 · 78th

  • EOY $21M
  • 5500 154
  • ASSETS 78th
  • PCT Defined Benefit (Pension)
  • EIN near Retirement Plan for Salaried Employees of New York City Ballet, Inc.
  • RANK ind #2020

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 Texas →

Valley Telephone Cooperative, Inc. Defined Benefit Plan in the asset neighbourhood

Factory Pension Plan of Danfoss Power Solutions(Lasalle) and Intl Union, United Automobile, Aerospace and Agric Wkers of Am Local Union 28Factory Pension Plan of Danf…$21MOrica USA Inc. Retirement Income PlanOrica USA Inc. Retirement In…$21MValley Telephone Cooperative, Inc. Defined Benefit PlanValley Telephone Cooperative…$21MRetirement Plan for Salaried Employees of New York City Ballet, Inc.Retirement Plan for Salaried…$21MTaft Stettinius & Hollister LLP Retirement Plan for Partners - Plan 1Taft Stettinius & Hollister …$21M
End-of-year total assets ($M) among Valley Telephone Cooperative, Inc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN741207591
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Telephone Cooperative, Inc.)

Sponsor-wide plan assets over time

All Valley Telephone Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 2.9672080581405926% vs 2022
2024 filing year
$30M$31M$32M$33M 202220232024 $32.7M $31.7M ▼ -3.0%
Year Plans Participants Total Assets
2022 2 370 $33M
2023 2 357 $31M
2024 2 340 $32M

Nearby Defined Benefit (Pension) Plans in Texas

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

Valley Telephone Cooperative, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Valley Telephone Cooperative, Inc. Defined Benefit Plan, Total assets ($B): 0.021305255 · Participants: 154Valley Telephone Cooperative, Inc. Defined Benefit PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Valley Telephone Cooperative, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Valley Telephone Cooperative, Inc. Defined Benefit Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Salaried Employees of New York City Ballet, Inc. in NY ($21M); by covered participants it is Amersham Health Retirement Plan in IL (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Valley Telephone Cooperative, Inc. Defined Benefit Plan assets move in 2022? ▼
Valley Telephone Cooperative, Inc. Defined Benefit Plan pulled back noticeably - down 10.6% during 2022, from $24M to $21M. Reported net income was -$3M.
How have Valley Telephone Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Telephone Cooperative, Inc.'s sponsor-wide assets declined 3.0%, from $33M to $32M.
Where does Valley Telephone Cooperative, Inc. Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Valley Telephone Cooperative, Inc. Defined Benefit Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Valley Telephone Cooperative, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Salaried Employees of New York City Ballet, Inc. in NY ($21M, 50 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Valley Telephone Cooperative, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Amersham Health Retirement Plan in IL (154 participants, $224M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 741207591.

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.