ESOP · DOL Form 5500 · 2022
Valley Holding Company ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 42
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $84,478
- Avg per participant Below avg balance/head
Official DOL plan name: ESOP of Valley Bank of Ronan · Sponsored by Valley Holding Company · Montana · Management of Enterprises
$4M in assets, 42 participants
Valley Holding Company's ESOP of Valley Bank of Ronan reported $4M in total assets and 42 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #310 in Management of Enterprises (1,193 peers)
Valley Holding Company multi-year trail
Valley Holding Company's plans moved +36.4% in assets from 2022 to 2024; this filing shows ESOP of Valley Bank of Ronan at $4M / 42 participants.
- #310
- in Management of Enterprises (1,193 peers)
- +7.4%
- assets growth YoY
ESOP of Valley Bank of Ronan's mid-pack asset rank among Management of Enterprises and all filers
ESOP of Valley Bank of Ronan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,548,092 44th percentile higher than 44% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
ESOP of Valley Bank of Ronan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. ESOP of Valley Bank of Ronan is a small filing (42 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 810442068 · Valley Holding Company PY 2022 · ESOP
ESOP of Valley Bank of Ronan · $4M · 42 · 44th
- BOOK $4M
- BOOK 42
- BOOK 44th
- BOOK ESOP
- BOOK near The Elm Group, Inc. Employee Stock Ownership Plan
- BOOK ind #310
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 What is an ESOP? → · Plans in Montana →
ESOP of Valley Bank of Ronan in the asset neighbourhood
Valley Holding Company multi-year asset trail
Sponsor-wide plan assets over time
All Valley Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 36.44987221300913% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 42 | $4M |
| 2023 | 1 | 45 | $3M |
| 2024 | 1 | 49 | $5M |
Valley Holding Company filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $338K |
| Employer EIN | 810442068 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Montana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and Trust $436M · 800
- D.a. Davidson Companies Employee Stock Ownership Plan $119M · 1,368
- Electrical Consultants, Inc. Employee Stock Ownership Plan $70M · 666
- Morrison-Maierle, Inc. Employee Stock Ownership Plan $65M · 274
- Sletten, Inc. Employee Stock Ownership Plan $65M · 318
ESOP of Valley Bank of Ronan's out-of-state ESOP peers by assets and headcount
Outside Montana, the nearest ESOP by assets is The Elm Group, Inc. Employee Stock Ownership Plan in NJ ($4M); by covered participants it is Pappageorge Haymes Ltd. ESOP in IL (42 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (42 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.