401(k) · DOL Form 5500 · 2022

Vali Cooper and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
209
Participants Below avg headcount
80th
Percentile by assets National rank
$116,328
Avg per participant Below avg balance/head
PlainRetire home → About this data

Official DOL plan name: Vali Cooper and Associates Profit Sharing Plan · Sponsored by Vali Cooper and Associates, Inc. · California · Professional & Technical Services

$24M in assets, 209 participants

Vali Cooper and Associates, Inc.'s Vali Cooper and Associates Profit Sharing Plan reported $24M in total assets and 209 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,358 in Professional & Technical Services (21,562 peers)

Coverage in California

Vali Cooper and Associates Profit Sharing Plan covers 209 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $24M.

#17,358
in Professional & Technical Services (21,562 peers)
-7.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vali Cooper and Associates Profit Sharing Plan's outsized position by total assets

Vali Cooper and Associates Profit Sharing Plan vs every filed plan by assets

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

$24,312,523 Top 20% higher than 80% 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

Vali Cooper and Associates Profit Sharing Plan 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. Vali Cooper and Associates Profit Sharing Plan sits mid-pack in the medium band (209 participants).

DOL schedule card

Filing strip 680284873 · Vali Cooper and Associates, Inc. PY 2022 · 401(k)

Vali Cooper and Associates Profit Sharing Plan · $24M · 209 · 80th

  • 5500 $24M
  • ASSETS 209
  • PCT 80th
  • EIN 401(k)
  • RANK near Sarsen Capital 401(k) Plan and Trust
  • PHOTO ind #17358

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 Professional & Technical Services retirement plans → · Plans in California →

Vali Cooper and Associates Profit Sharing Plan in the asset neighbourhood

Vali Cooper and Associates Profit Sharing PlanVali Cooper and Associates P…$24MSarsen Capital 401(k) Plan and TrustSarsen Capital 401(k) Plan a…$24MOur Daily Bread Ministries 401(k) PlanOur Daily Bread Ministries 4…$24MConstellium Muscle Shoals Group Savings and Investment Plan for Hourly EmployeesConstellium Muscle Shoals Gr…$24MSunoco Retail Store 401(k) PlanSunoco Retail Store 401(k) P…$24M
End-of-year total assets ($M) among Vali Cooper and Associates Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$24M
Net Income-$2M
Employer EIN680284873
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Vali Cooper and Associates Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Vali Cooper and Associates Profit Sharing Plan, Total assets ($B): 0.024312523 · Participants: 209Vali Cooper and Associates Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Vali Cooper and Associates Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Vali Cooper and Associates Profit Sharing Plan side-by-side with 3 peers →

Vali Cooper and Associates Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sarsen Capital 401(k) Plan and Trust in OH ($24M); by covered participants it is Creative Systems and Consulting in VA (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Vali Cooper and Associates Profit Sharing Plan assets move in 2022? ▼
Vali Cooper and Associates Profit Sharing Plan pulled back noticeably - down 7.1% during 2022, from $26M to $24M. Reported net income was -$2M.
Where does Vali Cooper and Associates Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Vali Cooper and Associates Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Vali Cooper and Associates Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sarsen Capital 401(k) Plan and Trust in OH ($24M, 52 participants).
Which 401(k) plans cover a similar participant headcount to Vali Cooper and Associates Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Systems and Consulting in VA (209 participants, N/A 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 680284873.

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.