Defined Benefit (Pension) · DOL Form 5500 · 2024

Valley Telephone Cooperative, Inc. Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
130
Participants Small participant base
68th
Percentile by assets National rank
$137,497
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

$18M in assets, 130 participants

Valley Telephone Cooperative, Inc.'s Valley Telephone Cooperative, Inc. Defined Benefit Plan reported $18M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #1,625 in Information & Media (2,822 peers)

Coverage in Texas

Valley Telephone Cooperative, Inc. Defined Benefit Plan covers 130 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $18M.

#1,625
in Information & Media (2,822 peers)
-1.7%
assets change YoY

The plan reported a net loss of $303K 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 2024 · DOL Form 5500

$17,874,585 Top 32% higher than 68% 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

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

Plan-year 2024 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 (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valley Telephone Cooperative, Inc. Defined Benefit Plan reported net income rose from -$3M in the plan year 2023 filing to -$303K in the plan year 2024 filing.
  • Valley Telephone Cooperative, Inc. Defined Benefit Plan reported participants fell from 143 in the plan year 2023 filing to 130 in the plan year 2024 filing.
  • Valley Telephone Cooperative, Inc. Defined Benefit Plan end-of-year assets fell from $18M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 741207591 · Valley Telephone Cooperative, Inc. PY 2024 · Defined Benefit (Pension)

Valley Telephone Cooperative, Inc. Defined Benefit Plan · $18M · 130 · 68th

  • BOOK $18M
  • VS-ST 130
  • BOY 68th
  • SCH Defined Benefit (Pension)
  • EBSA near Ihcc Employee Retirement Plan
  • PART ind #1625

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

Ihcc Employee Retirement Plan$18MPension Plan for Employees of United Memorial Medical CenterPension Plan for Employees o…$18MValley Telephone Cooperative, Inc. Defined Benefit PlanValley Telephone Cooperative…$18MHardwicke Chemical Inc. Pension PlanHardwicke Chemical Inc. Pens…$18MAmerican Railcar Ind, Inc. Shippers Car Line Div Ees Pen PlanAmerican Railcar Ind, Inc. S…$18M
End-of-year total assets ($M) among Valley Telephone Cooperative, Inc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income-$303K
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 -100102030 Total assets ($B) Participants Valley Telephone Cooperative, Inc. Defined Benefit Plan, Total assets ($B): 0.017874585 · Participants: 130Valley Telephone Cooperative, Inc. Defined Benefit PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income 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 Ihcc Employee Retirement Plan in KY ($18M); by covered participants it is Cancer Partners of Nebraska Cash Balance Plan in NE (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.

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 Valley Telephone Cooperative, Inc. Defined Benefit Plan assets move in 2024? ▼
Valley Telephone Cooperative, Inc. Defined Benefit Plan edged down modestly - down 1.7% during 2024, from $18M to $18M. Reported net income was -$303K.
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 Ihcc Employee Retirement Plan in KY ($18M, 32 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 Cancer Partners of Nebraska Cash Balance Plan in NE (130 participants, $14M 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 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.