401(k) · DOL Form 5500 · 2022
R.L. Vallee, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 621
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $4,629
- Avg per participant Low balance/head
Official DOL plan name: R. L. Vallee, Inc. Profit Sharing/401(k) Plan · Sponsored by R.L. Vallee, Inc. · Vermont · Retail Trade
$3M in assets, 621 participants
R.L. Vallee, Inc.'s R. L. Vallee, Inc. Profit Sharing/401(k) Plan reported $3M in total assets and 621 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #4,674 in Retail Trade (9,519 peers)
Coverage in Vermont
R. L. Vallee, Inc. Profit Sharing/401(k) Plan covers 621 participants in Vermont, 2.5x the typical Vermont plan (state average ~245 per filing). Assets: $3M.
- #4,674
- in Retail Trade (9,519 peers)
- -31.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
R. L. Vallee, Inc. Profit Sharing/401(k) Plan's mid-pack asset rank among Retail Trade and all filers
R. L. Vallee, Inc. Profit Sharing/401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,874,912 40th percentile higher than 40% 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
R. L. Vallee, Inc. Profit Sharing/401(k) Plan 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. R. L. Vallee, Inc. Profit Sharing/401(k) Plan sits mid-pack in the medium band (621 participants).
Plan-year Form 5500 strip
Filing strip 030212007 · R.L. Vallee, Inc. PY 2022 · 401(k)
R. L. Vallee, Inc. Profit Sharing/401(k) Plan · $3M · 621 · 40th
- SCH $3M
- EBSA 621
- PART 40th
- TYPE 401(k)
- NET near Maranatha Christian Schools, Inc. 401(k) Plan
- BOOK ind #4674
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 Vermont →
R. L. Vallee, Inc. Profit Sharing/401(k) Plan in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$1M |
| Employer EIN | 030212007 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $1.6B · 8,856
- National Life Group 401(k) Plan $260M · 1,153
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $196M · 512
- Husky Retirement Savings $131M · 515
- Incentive Retirement Plan for Employees of PC Construction Company $114M · 380
R. L. Vallee, Inc. Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Maranatha Christian Schools, Inc. 401(k) Plan in CA ($3M); by covered participants it is Sram LLC Retirement Savings Plan in IL (621 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 (621 participants); asset peers above are excluded.
- Sram LLC Retirement Savings Plan (IL) 621 · 0 off
- Rosen USA 401(k) Plan (TX) 621 · 0 off
- Big Geyser Inc. 401(k) Plan (NY) 621 · 0 off
- Compugroup Medical Systems 401(k) Plan (AZ) 621 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.