VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 6, 2026

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

VALLEY TELEPHONE COOPERATIVE, INC.

This Defined Benefit (Pension) plan holds $21M in total assets and serves 154 participants as of 2022. It is sponsored by VALLEY TELEPHONE COOPERATIVE, INC. in Texas. The plan reported a net loss of $3M for the year.

Total Assets (2023)

$21M

Participants

154

State

Texas

Industry

Information & Media

What the Filing Says About VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN

VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN is a Defined Benefit (Pension) retirement plan sponsored by VALLEY TELEPHONE COOPERATIVE, INC., headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $21M in total end-of-year assets and covers 154 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 741207591, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $24M at the beginning of 2022 to $21M at year-end — a decline of 10.6%. Net assets (after liabilities) closed the year at $21M, with reported net income of $-2,516,380 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)	$24M
Total Assets (End of Year)	$21M
Net Assets (End of Year)	$21M
Net Income	$-2,516,380
Plan Type	Defined Benefit (Pension)
Employer EIN	741207591
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (VALLEY TELEPHONE COOPERATIVE, INC.)

Year	Plans	Participants	Total Assets
2022	2	370	$33M
2023	2	357	$31M
2024	2	340	$32M

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Frequently Asked Questions

How much money is in the VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN? ▼

As of the 2022 Form 5500 filing, VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN holds $21M in total assets with 154 participants. It is sponsored by VALLEY TELEPHONE COOPERATIVE, INC..

What type of plan is VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN? ▼

VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN is a Defined Benefit (Pension) plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 741207591.

Who sponsors the VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN? ▼

VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN is sponsored by VALLEY TELEPHONE COOPERATIVE, INC., located in Texas. The sponsor's EIN is 741207591 and the plan operates in the Information & Media industry.

How did VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN perform in 2022? ▼

VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN declined by 10.6% during 2022, moving from $24M to $21M in total assets. Net income was $-2,516,380.

Where can I find official filings for VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN? ▼

Official Form 5500 filings for VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 741207591 or plan name at efast.dol.gov.

How does VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN compare to other plans? ▼

You can compare VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.