Defined Benefit (Pension) · DOL Form 5500 · 2023

Guadalupe Valley Telephone Cooperative, Inc. Pension Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
69
Participants Small participant base
90th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program · Sponsored by Guadalupe Valley Telephone Cooperative, Inc. · Texas · Information & Media

$86M in assets, 69 participants

Guadalupe Valley Telephone Cooperative, Inc.'s Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program reported $86M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,425 in Information & Media (2,818 peers)

Where Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program sits by assets

Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program sits in the top 10% of all filed plans by assets, $86M for 69 participants (~$1.2M/participant), down 2.7% in 2023.

#2,425
in Information & Media (2,818 peers)
-2.7%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program's outsized position by total assets

Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$85,630,924 Top 10% higher than 90% of 127,068 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 2023

Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program reported net income rose from -$22M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
  • Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program reported participants fell from 73 in the plan year 2022 filing to 69 in the plan year 2023 filing.
  • Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program end-of-year assets fell from $88M in the plan year 2022 filing to $86M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 741194662 · Guadalupe Valley Telephone Cooperative, Inc. PY 2023 · Defined Benefit (Pension)

Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program · $86M · 69 · 90th

  • ASSETS $86M
  • PCT 69
  • EIN 90th
  • RANK Defined Benefit (Pension)
  • PHOTO near Texas Gas Retirement Plan
  • IND ind #2425

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 →

Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program in the asset neighbourhood

Wawanesa General Insurance Company Pension PlanWawanesa General Insurance C…$86MGuadalupe Valley Telephone Cooperative, Inc. Retirement and Security ProgramGuadalupe Valley Telephone C…$86MTexas Gas Retirement Plan$86MMiami Ironworkers Local #272 Pension Trust FundMiami Ironworkers Local #272…$86MIlwu (Hawaii) Employers General Pension PlanIlwu (Hawaii) Employers Gene…$86M
End-of-year total assets ($M) among Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$80M
Net Income-$8M
Employer EIN741194662
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Guadalupe Valley Telephone Cooperative, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$125M 0.39173038211729644% vs 2022
2024 filing year
$124M$126M$128M$130M$132M 202220232024 $126M $125M ▼ -0.4%
Year Plans Participants Total Assets
2022 2 284 $126M
2023 2 293 $130M
2024 2 296 $125M

Nearby Defined Benefit (Pension) Plans in Texas

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

Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program, Total assets ($B): 0.085630924 · Participants: 69Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security ProgramAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Texas Gas Retirement Plan in KY ($86M); by covered participants it is Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. in IN (69 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($86M here).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program assets move in 2023? ▼
Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program edged down modestly - down 2.7% during 2023, from $88M to $86M. Reported net income was -$8M.
How have Guadalupe Valley Telephone Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Guadalupe Valley Telephone Cooperative, Inc.'s sponsor-wide assets declined 0.4%, from $126M to $125M.
Where does Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program rank by assets among Form 5500 filers? ▼
Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Texas Gas Retirement Plan in KY ($86M, 175 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. in IN (69 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 741194662.

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.