401(k) · DOL Form 5500 · 2022
Gregg & Valby, LLP 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $30,340
- Avg per participant Low balance/head
Official DOL plan name: Gregg & Valby, LLP 401(k) Profit Sharing Plan and Trust · Sponsored by Gregg & Valby, LLP · Texas · Professional & Technical Services
$3M in assets, 105 participants
Gregg & Valby, LLP's Gregg & Valby, LLP 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #8,371 in Professional & Technical Services (21,562 peers)
Coverage in Texas
Gregg & Valby, LLP 401(k) Profit Sharing Plan and Trust covers 105 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $3M.
- #8,371
- in Professional & Technical Services (21,562 peers)
- -9.5%
- assets change YoY
The plan reported a net loss of $335K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gregg & Valby, LLP 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Gregg & Valby, LLP 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,185,724 42nd percentile higher than 42% 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
Gregg & Valby, LLP 401(k) Profit Sharing Plan and Trust 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. Gregg & Valby, LLP 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (105 participants).
DOL schedule card
Filing strip 760404495 · Gregg & Valby, LLP PY 2022 · 401(k)
Gregg & Valby, LLP 401(k) Profit Sharing Plan and Trust · $3M · 105 · 42nd
- RANK $3M
- PHOTO 105
- IND 42nd
- EOY 401(k)
- 5500 near Splaver & Splaver, Cpa, PLC 401(k) Profit Sharing Plan
- ASSETS ind #8371
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 Texas →
Gregg & Valby, LLP 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$335K |
| Employer EIN | 760404495 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Gregg & Valby, LLP 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Splaver & Splaver, Cpa, PLC 401(k) Profit Sharing Plan in AZ ($3M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 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.