401(k) · DOL Form 5500 · 2024

Valley Telephone Cooperative, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
210
Participants Below avg headcount
63rd
Percentile by assets National rank
$65,821
Avg per participant Below avg balance/head
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Official DOL plan name: Valley Telephone Cooperative Coop. 401(k) Retirement Plan · Sponsored by Valley Telephone Cooperative, Inc. · Texas · Information & Media

$14M in assets, 210 participants

Valley Telephone Cooperative, Inc.'s Valley Telephone Cooperative Coop. 401(k) Retirement Plan reported $14M in total assets and 210 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #1,426 in Information & Media (2,822 peers)

Coverage in Texas

Valley Telephone Cooperative Coop. 401(k) Retirement Plan covers 210 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#1,426
in Information & Media (2,822 peers)
+8.6%
assets growth YoY

Valley Telephone Cooperative Coop. 401(k) Retirement Plan's mid-pack asset rank among Information & Media and all filers

Valley Telephone Cooperative Coop. 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,822,337 Top 37% higher than 63% 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 Coop. 401(k) Retirement 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 Coop. 401(k) Retirement Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valley Telephone Cooperative Coop. 401(k) Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Valley Telephone Cooperative Coop. 401(k) Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Valley Telephone Cooperative Coop. 401(k) Retirement Plan reported participants fell from 214 in the plan year 2023 filing to 210 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741207591 · Valley Telephone Cooperative, Inc. PY 2024 · 401(k)

Valley Telephone Cooperative Coop. 401(k) Retirement Plan · $14M · 210 · 63rd

  • 5500 $14M
  • 5500 210
  • 5500 63rd
  • 5500 401(k)
  • 5500 near American Medical Staffing 401(k) Plan
  • 5500 ind #1426

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 Coop. 401(k) Retirement Plan in the asset neighbourhood

Valley Telephone Cooperative Coop. 401(k) Retirement PlanValley Telephone Cooperative…$14MAmerican Medical Staffing 401(k) PlanAmerican Medical Staffing 40…$14MLaclede Chain Manufacturing Company, LLC 401(k) PlanLaclede Chain Manufacturing …$14MCalifornia Retina Consultants 401(k) PlanCalifornia Retina Consultant…$14MThe Ctc Academy, Inc. 403(b) PlanThe Ctc Academy, Inc. 403(b)…$14M
End-of-year total assets ($M) among Valley Telephone Cooperative Coop. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN741207591
Plan Effective Date1993-05-01
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 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Valley Telephone Cooperative Coop. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Valley Telephone Cooperative Coop. 401(k) Retirement Plan, Total assets ($B): 0.013822337 · Participants: 210Valley Telephone Cooperative Coop. 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Valley Telephone Cooperative Coop. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Valley Telephone Cooperative Coop. 401(k) Retirement Plan side-by-side with 3 peers →

Valley Telephone Cooperative Coop. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is American Medical Staffing 401(k) Plan in MD ($14M); by covered participants it is Impressions Incorporated Profit Sharing and Savings Plan in MN (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Coop. 401(k) Retirement Plan assets move in 2024? ▼
Valley Telephone Cooperative Coop. 401(k) Retirement Plan grew at a solid clip - up 8.6% during 2024, from $13M to $14M. Reported net income was $1M.
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 401(k) plans are similar in size to Valley Telephone Cooperative Coop. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Medical Staffing 401(k) Plan in MD ($14M, 678 participants).
Which 401(k) plans cover a similar participant headcount to Valley Telephone Cooperative Coop. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Impressions Incorporated Profit Sharing and Savings Plan in MN (210 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 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.