Defined Benefit (Pension) · DOL Form 5500 · 2024

Guadalupe Valley Telephone Cooperative, Inc. Pension Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
64
Participants Small participant base
89th
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

$79M in assets, 64 participants

Guadalupe Valley Telephone Cooperative, Inc.'s Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program reported $79M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,374 in Information & Media (2,822 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 quartile of all filed plans by assets, $79M for 64 participants (~$1.2M/participant), down 7.8% in 2024.

#2,374
in Information & Media (2,822 peers)
-7.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $2M 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 2024 · DOL Form 5500

$78,939,728 Top 11% higher than 89% 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

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

Plan-year 2024 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 (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program reported net income rose from -$8M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program end-of-year assets fell from $86M in the plan year 2023 filing to $79M in the plan year 2024 filing.
  • Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program reported participants fell from 69 in the plan year 2023 filing to 64 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 741194662 · Guadalupe Valley Telephone Cooperative, Inc. PY 2024 · Defined Benefit (Pension)

Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program · $79M · 64 · 89th

  • EBSA $79M
  • EBSA 64
  • EBSA 89th
  • EBSA Defined Benefit (Pension)
  • EBSA near Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust
  • EBSA ind #2374

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

Ermco Defined Benefit Plan$79MGuadalupe Valley Telephone Cooperative, Inc. Retirement and Security ProgramGuadalupe Valley Telephone C…$79MPotlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and TrustPotlatch No 1 Financial Cred…$79MColonial Pipeline Company Retirement PlanColonial Pipeline Company Re…$79MPension Plan for Employees of Carl Zeiss, Inc.Pension Plan for Employees o…$79M
End-of-year total assets ($M) among Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$79M
Net Income-$2M
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 -100102030 Total assets ($B) Participants Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program, Total assets ($B): 0.078939728 · Participants: 64Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security ProgramAT&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
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 Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust in ID ($79M); by covered participants it is Otterbein Homes Retirement Plan in OH (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program assets move in 2024? ▼
Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program pulled back noticeably - down 7.8% during 2024, from $86M to $79M. Reported net income was -$2M.
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 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile 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 Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust in ID ($79M, 360 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 Otterbein Homes Retirement Plan in OH (64 participants, N/A 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 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.