Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM

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

GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC.

This Defined Benefit (Pension) plan holds $79M in total assets and serves 64 participants as of 2024. It is sponsored by GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. in Texas. The plan reported a net loss of $2M for the year.

Total Assets (2023)
$79M
Participants
64
State
Industry
Information & Media

What the Filing Says About GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM

GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM is a Defined Benefit (Pension) retirement plan sponsored by GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC., headquartered in Texas. As of the 2024 Form 5500 filing, the plan reports $79M in total end-of-year assets and covers 64 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 741194662, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $86M at the beginning of 2024 to $79M at year-end — a decline of 7.8%. Net assets (after liabilities) closed the year at $79M, with reported net income of $-1,539,052 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)$86M
Total Assets (End of Year)$79M
Net Assets (End of Year)$79M
Net Income$-1,539,052
Plan TypeDefined Benefit (Pension)
Employer EIN741194662
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC.)

Year Plans Participants Total Assets
2022 2 284 $126M
2023 2 293 $130M
2024 2 296 $125M

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Frequently Asked Questions

How much money is in the GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM?
As of the 2024 Form 5500 filing, GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM holds $79M in total assets with 64 participants. It is sponsored by GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC..
What type of plan is GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM?
GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM is a Defined Benefit (Pension) plan. It has been effective since 1984-01-01. The plan is filed with the U.S. Department of Labor under EIN 741194662.
Who sponsors the GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM?
GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM is sponsored by GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC., located in Texas. The sponsor's EIN is 741194662 and the plan operates in the Information & Media industry.
How did GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM perform in 2024?
GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM declined by 7.8% during 2024, moving from $86M to $79M in total assets. Net income was $-1,539,052.
Where can I find official filings for GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM?
Official Form 5500 filings for GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 741194662 or plan name at efast.dol.gov.
How does GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM compare to other plans?
You can compare GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM 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.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.