401(k)
2024 plan-year 401(k) DOL Form 5500

VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN

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

VALLEY TELEPHONE COOPERATIVE, INC.

This 401(k) plan holds $14M in total assets and serves 210 participants as of 2024. It is sponsored by VALLEY TELEPHONE COOPERATIVE, INC. in Texas. The plan reported positive net income of $1M for the year.

Total Assets (2023)
$14M
Participants
210
State
Industry
Information & Media

What the Filing Says About VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN

VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN is a 401(k) retirement plan sponsored by VALLEY TELEPHONE COOPERATIVE, INC., headquartered in Texas. As of the 2024 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 210 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 741207591, and the plan has been effective since 1993-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2024 to $14M at year-end — a gain of 8.6%. Net assets (after liabilities) closed the year at $14M, with reported net income of $1M 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)$13M
Total Assets (End of Year)$14M
Net Assets (End of Year)$14M
Net Income$1M
Plan Type401(k)
Employer EIN741207591
Plan Effective Date1993-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (VALLEY TELEPHONE COOPERATIVE, INC.)

Year Plans Participants Total Assets
2022 2 370 $33M
2023 2 357 $31M
2024 2 340 $32M

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Frequently Asked Questions

How much money is in the VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN?
As of the 2024 Form 5500 filing, VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN holds $14M in total assets with 210 participants. It is sponsored by VALLEY TELEPHONE COOPERATIVE, INC..
What type of plan is VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN?
VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN is a 401(k) plan. It has been effective since 1993-05-01. The plan is filed with the U.S. Department of Labor under EIN 741207591.
Who sponsors the VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN?
VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN is sponsored by VALLEY TELEPHONE COOPERATIVE, INC., located in Texas. The sponsor's EIN is 741207591 and the plan operates in the Information & Media industry.
How did VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN perform in 2024?
VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN grew by 8.6% during 2024, moving from $13M to $14M in total assets. Net income was $1M.
Where can I find official filings for VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN?
Official Form 5500 filings for VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 741207591 or plan name at efast.dol.gov.
How does VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN compare to other plans?
You can compare VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN against other 401(k) 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.

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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.

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.