Other · DOL Form 5500 · 2022

Valorus 403(b) Defined Contribution Plan Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
21
Participants Small participant base
27th
Percentile by assets National rank
$56,956
Avg per participant Low balance/head
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Official DOL plan name: VALORUS · Sponsored by Valorus 403(b) Defined Contribution Plan · California · Other Services

$1M in assets, 21 participants

Valorus 403(b) Defined Contribution Plan's VALORUS reported $1M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,257 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, VALORUS ranks #4,257 of 8,398 2022 filers by assets (1678% of the sector average)-$1M for 21 participants.

#4,257
in Other Services (8,398 peers)
-14.7%
assets change YoY

The plan reported a net loss of $206K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

VALORUS among the smaller filed plans by assets

VALORUS vs every filed plan by assets

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

$1,196,086 27th percentile higher than 27% 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

VALORUS among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. VALORUS is a small filing (21 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 942800985 · Valorus 403(b) Defined Contribution Plan PY 2022 · Other

VALORUS · $1M · 21 · 27th

  • NET $1M
  • NET 21
  • NET 27th
  • NET Other
  • NET near American Label & Tag, Inc. 401(k) Retirement Plan
  • NET ind #4257

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 Other Services retirement plans → · Plans in California →

VALORUS in the asset neighbourhood

VALORUS$1MAmerican Label & Tag, Inc. 401(k) Retirement PlanAmerican Label & Tag, Inc. 4…$1MCatholic Charities of the Diocese of Pittsburgh 403(b) Retirement PlanCatholic Charities of the Di…$1MRonald McDonald's House Charities of Central TexasRonald McDonald's House Char…$1MConductive Technologies, Inc. Stock Bonus PlanConductive Technologies, Inc…$1M
End-of-year total assets ($M) among VALORUS and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$206K
Employer EIN942800985
Plan Effective Date2007-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valorus 403(b) Defined Contribution Plan)

Sponsor-wide plan assets over time

All Valorus 403(b) Defined Contribution Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2M 51.14097146860678% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.2M $1.81M ▲ +50.8%
Year Plans Participants Total Assets
2022 1 21 $1M
2023 1 20 $2M
2024 1 23 $2M

Nearby Other Plans in California

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

VALORUS vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants VALORUS, Total assets ($B): 0.001196086 · Participants: 21VALORUSStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
VALORUS vs. nearby Other plans in California, assets vs. participants
Compare VALORUS side-by-side with 3 peers →

VALORUS's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is American Label & Tag, Inc. 401(k) Retirement Plan in MI ($1M); by covered participants it is Artswestchester, Inc. 403b Plan in NY (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 VALORUS assets move in 2022? ▼
VALORUS pulled back noticeably - down 14.7% during 2022, from $1M to $1M. Reported net income was -$206K.
How have Valorus 403(b) Defined Contribution Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valorus 403(b) Defined Contribution Plan's sponsor-wide assets grew 51.1%, from $1M to $2M.
Which Other plans are similar in size to VALORUS? ▼
Among Other plans in other states, the closest by assets is American Label & Tag, Inc. 401(k) Retirement Plan in MI ($1M, 12 participants).
Which Other plans cover a similar participant headcount to VALORUS? ▼
Among Other plans in other states, the closest by covered participants is Artswestchester, Inc. 403b Plan in NY (21 participants, $1M 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 942800985.

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.