Defined Benefit (Pension) · DOL Form 5500 · 2023

Valley Telephone Cooperative, Inc. Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
143
Participants Small participant base
71st
Percentile by assets National rank
$127,116
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valley Telephone Cooperative, Inc. Defined Benefit Plan · Sponsored by Valley Telephone Cooperative, Inc. · Texas · Information & Media

$18M in assets, 143 participants

Valley Telephone Cooperative, Inc.'s Valley Telephone Cooperative, Inc. Defined Benefit Plan reported $18M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,711 in Information & Media (2,818 peers)

Coverage in Texas

Valley Telephone Cooperative, Inc. Defined Benefit Plan covers 143 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $18M.

#1,711
in Information & Media (2,818 peers)
-14.7%
assets change YoY

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 2023 · DOL Form 5500

$18,177,554 Top 29% higher than 71% 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

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

Plan-year 2023 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 (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Telephone Cooperative, Inc. Defined Benefit Plan reported net income fell from -$3M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Valley Telephone Cooperative, Inc. Defined Benefit Plan end-of-year assets fell from $21M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Valley Telephone Cooperative, Inc. Defined Benefit Plan reported participants fell from 154 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741207591 · Valley Telephone Cooperative, Inc. PY 2023 · Defined Benefit (Pension)

Valley Telephone Cooperative, Inc. Defined Benefit Plan · $18M · 143 · 71st

  • EBSA $18M
  • EBSA 143
  • EBSA 71st
  • EBSA Defined Benefit (Pension)
  • EBSA near Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan
  • EBSA ind #1711

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

J.H. Routh Packing Company Union Pension PlanJ.H. Routh Packing Company U…$18MValley Telephone Cooperative, Inc. Defined Benefit PlanValley Telephone Cooperative…$18MHeat & Frost Insulators & Asbestos Workers Local 38 Retirement PlanHeat & Frost Insulators & As…$18MMasonic Charity Foundation Retirement Income PlanMasonic Charity Foundation R…$18MThe Retirement Plan of Pathfinder BankThe Retirement Plan of Pathf…$18M
End-of-year total assets ($M) among Valley Telephone Cooperative, Inc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
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 -10010203040 Total assets ($B) Participants Valley Telephone Cooperative, Inc. Defined Benefit Plan, Total assets ($B): 0.018177554 · Participants: 143Valley Telephone Cooperative, Inc. Defined Benefit PlanAT&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
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 Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan in PA ($18M); by covered participants it is Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund in CA (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.

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 Valley Telephone Cooperative, Inc. Defined Benefit Plan assets move in 2023? ▼
Valley Telephone Cooperative, Inc. Defined Benefit Plan pulled back noticeably - down 14.7% during 2023, from $21M to $18M. 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.
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 Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan in PA ($18M, 89 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 Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund in CA (143 participants, $89M 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 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.