Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

EMPLOYEE BENEFIT PLAN OF VALLE DEL SOL, INCORPORATED

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

VALLE DEL SOL, INCORPORATED

This Profit Sharing plan holds $5M in total assets and serves 498 participants as of 2022. It is sponsored by VALLE DEL SOL, INCORPORATED in Arizona. The plan reported positive net income of $936K for the year.

Total Assets (2023)
$5M
Participants
498
State
Industry
Healthcare & Social Assistance

What the Filing Says About EMPLOYEE BENEFIT PLAN OF VALLE DEL SOL, INCORPORATED

EMPLOYEE BENEFIT PLAN OF VALLE DEL SOL, INCORPORATED is a Profit Sharing retirement plan sponsored by VALLE DEL SOL, INCORPORATED, headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 498 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 860251255, and the plan has been effective since 1991-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2022 to $5M at year-end — a gain of 26.1%. Net assets (after liabilities) closed the year at $5M, with reported net income of $936K 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)$4M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$936K
Plan TypeProfit Sharing
Employer EIN860251255
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (VALLE DEL SOL, INCORPORATED)

Year Plans Participants Total Assets
2022 2 873 $10M
2023 1 399 $7M
2024 1 459 $7M

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the EMPLOYEE BENEFIT PLAN OF VALLE DEL SOL, INCORPORATED?
As of the 2022 Form 5500 filing, EMPLOYEE BENEFIT PLAN OF VALLE DEL SOL, INCORPORATED holds $5M in total assets with 498 participants. It is sponsored by VALLE DEL SOL, INCORPORATED.
What type of plan is EMPLOYEE BENEFIT PLAN OF VALLE DEL SOL, INCORPORATED?
EMPLOYEE BENEFIT PLAN OF VALLE DEL SOL, INCORPORATED is a Profit Sharing plan. It has been effective since 1991-01-01. The plan is filed with the U.S. Department of Labor under EIN 860251255.
Who sponsors the EMPLOYEE BENEFIT PLAN OF VALLE DEL SOL, INCORPORATED?
EMPLOYEE BENEFIT PLAN OF VALLE DEL SOL, INCORPORATED is sponsored by VALLE DEL SOL, INCORPORATED, located in Arizona. The sponsor's EIN is 860251255 and the plan operates in the Healthcare & Social Assistance industry.
How did EMPLOYEE BENEFIT PLAN OF VALLE DEL SOL, INCORPORATED perform in 2022?
EMPLOYEE BENEFIT PLAN OF VALLE DEL SOL, INCORPORATED grew by 26.1% during 2022, moving from $4M to $5M in total assets. Net income was $936K.
Where can I find official filings for EMPLOYEE BENEFIT PLAN OF VALLE DEL SOL, INCORPORATED?
Official Form 5500 filings for EMPLOYEE BENEFIT PLAN OF VALLE DEL SOL, INCORPORATED are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860251255 or plan name at efast.dol.gov.
How does EMPLOYEE BENEFIT PLAN OF VALLE DEL SOL, INCORPORATED compare to other plans?
You can compare EMPLOYEE BENEFIT PLAN OF VALLE DEL SOL, INCORPORATED against other Profit Sharing plans on the plan type page, or view plans in Arizona 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 2022.

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

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.