Other · DOL Form 5500 · 2022

Valle Del Sol, Incorporated Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
498
Participants Below avg headcount
48th
Percentile by assets National rank
$9,069
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Valle Del Sol, Incorporated · Sponsored by Valle Del Sol, Incorporated · Arizona · Healthcare & Social Assistance

$5M in assets, 498 participants

Valle Del Sol, Incorporated's Employee Benefit Plan of Valle Del Sol, Incorporated reported $5M in total assets and 498 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #10,800 in Healthcare & Social Assistance (20,060 peers)

Valle Del Sol, Incorporated multi-year trail

Valle Del Sol, Incorporated's plans moved -28.4% in assets from 2022 to 2024; this filing shows Employee Benefit Plan of Valle Del Sol, Incorporated at $5M / 498 participants.

#10,800
in Healthcare & Social Assistance (20,060 peers)
+26.1%
assets growth YoY

Employee Benefit Plan of Valle Del Sol, Incorporated's mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefit Plan of Valle Del Sol, Incorporated vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,516,492 48th percentile higher than 48% of 139,123 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 2022

Employee Benefit Plan of Valle Del Sol, Incorporated among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Valle Del Sol, Incorporated sits mid-pack in the medium band (498 participants).

Form 5500 schedule snapshot

Filing strip 860251255 · Valle Del Sol, Incorporated PY 2022 · Other

Employee Benefit Plan of Valle Del Sol, Incorporated · $5M · 498 · 48th

  • PCT $5M
  • PCT 498
  • PCT 48th
  • PCT Other
  • PCT near American Film Institute 403(b) Plan
  • PCT ind #10800

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Employee Benefit Plan of Valle Del Sol, Incorporated in the asset neighbourhood

Employee Benefit Plan of Valle Del Sol, IncorporatedEmployee Benefit Plan of Val…$5MAmerican Film Institute 403(b) PlanAmerican Film Institute 403(…$5MAnnapolis Life Care, Inc. Dba Ginger Cove Internal Revenue Code SectionAnnapolis Life Care, Inc. Db…$5MHellenic American Neighborhood Action Committee 403(b) ERISA Retirement PlanHellenic American Neighborho…$5MSiouxland Mental Health Services, Inc. 403(b) Thrift PlanSiouxland Mental Health Serv…$5M
End-of-year total assets ($M) among Employee Benefit Plan of Valle Del Sol, Incorporated and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Valle Del Sol, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Valle Del Sol, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$7M 28.384143400949085% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $9.88M $7.08M ▼ -28.3%
Year Plans Participants Total Assets
2022 2 873 $10M
2023 1 399 $7M
2024 1 459 $7M

Valle Del Sol, Incorporated filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$936K
Employer EIN860251255
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Arizona

Peer Other plans, same state, same plan type, ranked by total assets.

Employee Benefit Plan of Valle Del Sol, Incorporated vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Employee Benefit Plan of Valle Del Sol, Incorporated, Total assets ($M): 4.516492 · Participants: 498Employee Benefit Plan of Valle Del Sol, IncorporatedHonorhealth 403(b) Retirement Security Plan, Total assets ($M): 872.849758 · Participants: 12089Honorhealth 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($M): 256.355567 · Participants: 7538Operating Engineers Local 428 Annuity Trust FundBanner Health Employees 403(b) Plan, Total assets ($M): 145.966125 · Participants: 10133Banner Health Employees 403(b) PlanEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($M): 120.093399 · Participants: 1633El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanKingman Regional Medical Center Employee Retirement Plan, Total assets ($M): 91.232835 · Participants: 1954Kingman Regional Medical Center Employee Retirement Plan
Employee Benefit Plan of Valle Del Sol, Incorporated vs. nearby Other plans in Arizona, assets vs. participants
Compare Employee Benefit Plan of Valle Del Sol, Incorporated side-by-side with 3 peers →

Employee Benefit Plan of Valle Del Sol, Incorporated's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is American Film Institute 403(b) Plan in CA ($5M); by covered participants it is Stowers Group 403(b) Savings Plan in MO (498 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (498 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Employee Benefit Plan of Valle Del Sol, Incorporated assets move in 2022? ▼
Employee Benefit Plan of Valle Del Sol, Incorporated grew sharply - up 26.1% during 2022, from $4M to $5M. Reported net income was $936K.
How have Valle Del Sol, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valle Del Sol, Incorporated's sponsor-wide assets declined 28.4%, from $10M to $7M.
Which Other plans are similar in size to Employee Benefit Plan of Valle Del Sol, Incorporated? ▼
Among Other plans in other states, the closest by assets is American Film Institute 403(b) Plan in CA ($5M, 425 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of Valle Del Sol, Incorporated? ▼
Among Other plans in other states, the closest by covered participants is Stowers Group 403(b) Savings Plan in MO (498 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860251255.

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.