401(k) · DOL Form 5500 · 2022

Valley Management, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
304
Participants Below avg headcount
58th
Percentile by assets National rank
$23,494
Avg per participant Low balance/head
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Official DOL plan name: Valley Management, Inc. 401(k) Plan and Trust · Sponsored by Valley Management, Inc. · Wisconsin · Food Services & Accommodation

$7M in assets, 304 participants

Valley Management, Inc.'s Valley Management, Inc. 401(k) Plan and Trust reported $7M in total assets and 304 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,965 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Valley Management, Inc. 401(k) Plan and Trust ranks #3,965 of 4,592 2022 filers by assets (274% of the sector average)-$7M for 304 participants.

#3,965
in Food Services & Accommodation (4,592 peers)
-27.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valley Management, Inc. 401(k) Plan and Trust's mid-pack asset rank among Food Services & Accommodation and all filers

Valley Management, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$7,142,119 Top 42% higher than 58% 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

Valley Management, Inc. 401(k) 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. Valley Management, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (304 participants).

Plan-year Form 5500 strip

Filing strip 391259167 · Valley Management, Inc. PY 2022 · 401(k)

Valley Management, Inc. 401(k) Plan and Trust · $7M · 304 · 58th

  • 5500 $7M
  • 5500 304
  • 5500 58th
  • 5500 401(k)
  • 5500 near Roy Metal Finishing Inc. 401(k) Plan
  • 5500 ind #3965

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Valley Management, Inc. 401(k) Plan and Trust in the asset neighbourhood

Valley Management, Inc. 401(k) Plan and TrustValley Management, Inc. 401(…$7MRoy Metal Finishing Inc. 401(k) PlanRoy Metal Finishing Inc. 401…$7MWilliam B Hopke Company. Inc 401(k) Retirement PlanWilliam B Hopke Company. Inc…$7MEngineered Seal Products, Inc. Profit Sharing 401(k) PlanEngineered Seal Products, In…$7MThe Valley Group, Inc. 401(k) Profit Sharing Plan and TrustThe Valley Group, Inc. 401(k…$7M
End-of-year total assets ($M) among Valley Management, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN391259167
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Management, Inc.)

Sponsor-wide plan assets over time

All Valley Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 15.471906866855619% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $7.14M $8.25M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 304 $7M
2023 1 298 $8M
2024 1 306 $8M

Nearby 401(k) Plans in Wisconsin

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

Valley Management, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Valley Management, Inc. 401(k) Plan and Trust, Total assets ($B): 0.007142119 · Participants: 304Valley Management, Inc. 401(k) Plan and TrustJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Valley Management, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Valley Management, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Valley Management, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Roy Metal Finishing Inc. 401(k) Plan in SC ($7M); by covered participants it is Rockford Construction Co. 401(k) Retirement Plan in MI (304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (304 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 Valley Management, Inc. 401(k) Plan and Trust assets move in 2022? ▼
Valley Management, Inc. 401(k) Plan and Trust declined sharply - down 27.6% during 2022, from $10M to $7M. Reported net income was -$3M.
How have Valley Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Management, Inc.'s sponsor-wide assets grew 15.5%, from $7M to $8M.
Which 401(k) plans are similar in size to Valley Management, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Roy Metal Finishing Inc. 401(k) Plan in SC ($7M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Valley Management, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rockford Construction Co. 401(k) Retirement Plan in MI (304 participants, $27M 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 391259167.

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.