401(k) · DOL Form 5500 · 2022
Valley Markets, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 607
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $27,278
- Avg per participant Low balance/head
Official DOL plan name: Hugo's 401(k) Profit Sharing Plan and Trust · Sponsored by Valley Markets, Inc. · North Dakota · Retail Trade
$17M in assets, 607 participants
Valley Markets, Inc.'s Hugo's 401(k) Profit Sharing Plan and Trust reported $17M in total assets and 607 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #8,015 in Retail Trade (9,519 peers)
2022 asset change
Hugo's 401(k) Profit Sharing Plan and Trust declined sharply 25.7% in 2022 ($22M → $17M) for 607 participants.
- #8,015
- in Retail Trade (9,519 peers)
- -25.7%
- assets change YoY
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hugo's 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Hugo's 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,557,640 Top 26% higher than 74% 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
Hugo's 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. Hugo's 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (607 participants).
Plan-year Form 5500 strip
Filing strip 450273731 · Valley Markets, Inc. PY 2022 · 401(k)
Hugo's 401(k) Profit Sharing Plan and Trust · $17M · 607 · 74th
- EOY $17M
- 5500 607
- ASSETS 74th
- PCT 401(k)
- EIN near Richmond Eye & Ear Healthcare Alliance, Inc. 401(k) Plan
- RANK ind #8015
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 Retail Trade retirement plans → · Plans in North Dakota →
Hugo's 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Valley Markets, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Valley Markets, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 8.02124578140363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 607 | $17M |
| 2023 | 1 | 638 | $18M |
| 2024 | 1 | 677 | $18M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$6M |
| Employer EIN | 450273731 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Dakota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Sanford Retirement Savings Plan $2.4B · 30,145
- Mdu Resources Group, Inc. 401(k) Retirement Plan $1.3B · 8,525
- Dakotas Areawide IBEW-NECA Savings and Retirement Plan $446M · 3,784
- Eide Bailly LLP 401(k) Profit Sharing Plan $411M · 2,612
- Offutt Companies 401(k) Savings Plan $403M · 5,088
Hugo's 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Dakota, the nearest 401(k) by assets is Richmond Eye & Ear Healthcare Alliance, Inc. 401(k) Plan in VA ($17M); by covered participants it is Kaeser Compressors, Inc. 401(k) Profit Sharing Plan in VA (607 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (607 participants); asset peers above are excluded.
- Kaeser Compressors, Inc. 401(k) Profit Sharing Plan (VA) 607 · 0 off
- Employers Insurance Company of Nevada 401(k) Retirement Plan (NV) 607 · 0 off
- Cvp Retirement Savings Plan (VA) 607 · 0 off
- Arent Fox 401(k) Plan (DC) 607 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.