401(k) · DOL Form 5500 · 2022

Valley Medical Group, P.C. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
379
Participants Below avg headcount
80th
Percentile by assets National rank
$63,977
Avg per participant Low balance/head
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Official DOL plan name: Valley Medical Group, P.C. 401(k) Plan · Sponsored by Valley Medical Group, P.C. · Massachusetts · Healthcare & Social Assistance

$24M in assets, 379 participants

Valley Medical Group, P.C.'s Valley Medical Group, P.C. 401(k) Plan reported $24M in total assets and 379 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,667 in Healthcare & Social Assistance (20,060 peers)

Where Valley Medical Group, P.C. 401(k) Plan sits by assets

Valley Medical Group, P.C. 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 379 participants (~$63,977/participant), down 10.9% in 2022.

#16,667
in Healthcare & Social Assistance (20,060 peers)
-10.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

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 Medical Group, P.C. 401(k) Plan's outsized position by total assets

Valley Medical Group, P.C. 401(k) Plan vs every filed plan by assets

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

$24,247,437 Top 20% higher than 80% 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 Medical Group, P.C. 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. Valley Medical Group, P.C. 401(k) Plan sits mid-pack in the medium band (379 participants).

Plan-year Form 5500 strip

Filing strip 042945394 · Valley Medical Group, P.C. PY 2022 · 401(k)

Valley Medical Group, P.C. 401(k) Plan · $24M · 379 · 80th

  • TYPE $24M
  • NET 379
  • BOOK 80th
  • VS-ST 401(k)
  • BOY near Pinova Savings and Investment Plan
  • SCH ind #16667

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Valley Medical Group, P.C. 401(k) Plan in the asset neighbourhood

Valley Medical Group, P.C. 401(k) PlanValley Medical Group, P.C. 4…$24MPinova Savings and Investment PlanPinova Savings and Investmen…$24MSchwartz Farms, Inc. 401(k) Profit Sharing PlanSchwartz Farms, Inc. 401(k) …$24MNorthwest Aerospace Technologies, Inc. 401(k) Retirement Savings PlanNorthwest Aerospace Technolo…$24MThe 401(k) Savings Plan$24M
End-of-year total assets ($M) among Valley Medical Group, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$24M
Net Income-$3M
Employer EIN042945394
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Medical Group, P.C.)

Sponsor-wide plan assets over time

All Valley Medical Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.892371717472656% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.3M $31.5M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 379 $24M
2023 1 398 $28M
2024 1 389 $31M

Nearby 401(k) Plans in Massachusetts

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

Valley Medical Group, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Valley Medical Group, P.C. 401(k) Plan, Total assets ($B): 0.024247437 · Participants: 379Valley Medical Group, P.C. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Valley Medical Group, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Valley Medical Group, P.C. 401(k) Plan side-by-side with 3 peers →

Valley Medical Group, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Pinova Savings and Investment Plan in GA ($24M); by covered participants it is Hospitality Staffing Solutions 401(k) Plan in GA (379 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (379 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 Medical Group, P.C. 401(k) Plan assets move in 2022? ▼
Valley Medical Group, P.C. 401(k) Plan pulled back noticeably - down 10.9% during 2022, from $27M to $24M. Reported net income was -$3M.
How have Valley Medical Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Medical Group, P.C.'s sponsor-wide assets grew 29.9%, from $24M to $31M.
Where does Valley Medical Group, P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Valley Medical Group, P.C. 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Valley Medical Group, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pinova Savings and Investment Plan in GA ($24M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Valley Medical Group, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hospitality Staffing Solutions 401(k) Plan in GA (379 participants, N/A 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 042945394.

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.