401(k) · DOL Form 5500 · 2022

Valentine U.S.a., Inc. 401(k) Plan

Data updated 2026-08-25

$279K
Total assets Small plan by assets
11
Participants Small participant base
13th
Percentile by assets National rank
$25,326
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valentine U.S.a., Inc. 401 K Plan · Sponsored by Valentine U.S.a., Inc. · New York · Manufacturing

$279K in assets, 11 participants

Valentine U.S.a., Inc.'s Valentine U.S.a., Inc. 401 K Plan reported $279K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,084 in Manufacturing (20,602 peers)

2022 asset change

Valentine U.S.a., Inc. 401 K Plan pulled back noticeably 13.6% in 2022 ($322K → $279K) for 11 participants.

#1,084
in Manufacturing (20,602 peers)
-13.6%
assets change YoY

The plan reported a net loss of $44K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valentine U.S.a., Inc. 401 K Plan among the smaller filed plans by assets

Valentine U.S.a., Inc. 401 K Plan vs every filed plan by assets

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

$278,581 13th percentile higher than 13% 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

Valentine U.S.a., Inc. 401 K Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valentine U.S.a., Inc. 401 K Plan is a small filing (11 participants) on this national headcount ladder.

DOL schedule card

Filing strip 133595356 · Valentine U.S.a., Inc. PY 2022 · 401(k)

Valentine U.S.a., Inc. 401 K Plan · $279K · 11 · 13th

  • BOY $279K
  • SCH 11
  • EBSA 13th
  • PART 401(k)
  • TYPE near Horizon Oxygen 401(k) Profit Sharing Retirement Plan
  • NET ind #1084

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 Manufacturing retirement plans → · Plans in New York →

Valentine U.S.a., Inc. 401 K Plan in the asset neighbourhood

Valentine U.S.a., Inc. 401 K PlanValentine U.S.a., Inc. 401 K…$279KHorizon Oxygen 401(k) Profit Sharing Retirement PlanHorizon Oxygen 401(k) Profit…$279KOtwa, Inc. 401(k) Plan$279KAmerican Pest Control, Inc. 401(k) PlanAmerican Pest Control, Inc. …$279KRennasentient, Inc. 401(k) PlanRennasentient, Inc. 401(k) P…$279K
End-of-year total assets ($M) among Valentine U.S.a., Inc. 401 K Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Valentine U.S.a., Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Valentine U.S.a., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$296K 6.133943090160492% vs 2022
2024 filing year
$0.27M$0.28M$0.29M$0.3M$0.31M$0.32M 202220232024 $0.28M $0.3M ▲ +7.1%
Year Plans Participants Total Assets
2022 1 11 $279K
2023 1 8 $308K
2024 1 8 $296K

2022 asset-move particulars

Total Assets (Beginning of Year)$322K
Net Assets (End of Year)$279K
Net Income-$44K
Employer EIN133595356
Plan Effective Date1998-09-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Valentine U.S.a., Inc. 401 K Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Valentine U.S.a., Inc. 401 K Plan, Total assets ($B): 0.000278581 · Participants: 11Valentine U.S.a., Inc. 401 K PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Valentine U.S.a., Inc. 401 K Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Valentine U.S.a., Inc. 401 K Plan side-by-side with 3 peers →

Valentine U.S.a., Inc. 401 K Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Horizon Oxygen 401(k) Profit Sharing Retirement Plan in CA ($279K); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($279K here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Valentine U.S.a., Inc. 401 K Plan assets move in 2022? ▼
Valentine U.S.a., Inc. 401 K Plan pulled back noticeably - down 13.6% during 2022, from $322K to $279K. Reported net income was -$44K.
How have Valentine U.S.a., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valentine U.S.a., Inc.'s sponsor-wide assets grew 6.1%, from $279K to $296K.
Where does Valentine U.S.a., Inc. 401 K Plan rank by assets among Form 5500 filers? ▼
Valentine U.S.a., Inc. 401 K Plan ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Valentine U.S.a., Inc. 401 K Plan? ▼
Among 401(k) plans in other states, the closest by assets is Horizon Oxygen 401(k) Profit Sharing Retirement Plan in CA ($279K, 209 participants).
Which 401(k) plans cover a similar participant headcount to Valentine U.S.a., Inc. 401 K Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants, $625K 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 133595356.

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.