401(k) · DOL Form 5500 · 2022

Valley Oaks Health, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
446
Participants Below avg headcount
80th
Percentile by assets National rank
$54,990
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valley Oaks Health 401(k) Retirement Plan · Sponsored by Valley Oaks Health, Inc. · Indiana · Healthcare & Social Assistance

$25M in assets, 446 participants

Valley Oaks Health, Inc.'s Valley Oaks Health 401(k) Retirement Plan reported $25M in total assets and 446 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.

  • #16,690 in Healthcare & Social Assistance (20,060 peers)

Where Valley Oaks Health 401(k) Retirement Plan sits by assets

Valley Oaks Health 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 446 participants (~$54,990/participant), down 13.2% in 2022.

#16,690
in Healthcare & Social Assistance (20,060 peers)
-13.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valley Oaks Health 401(k) Retirement Plan's outsized position by total assets

Valley Oaks Health 401(k) Retirement Plan vs every filed plan by assets

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

$24,525,318 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 Oaks Health 401(k) Retirement 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 Oaks Health 401(k) Retirement Plan sits mid-pack in the medium band (446 participants).

DOL schedule card

Filing strip 350988724 · Valley Oaks Health, Inc. PY 2022 · 401(k)

Valley Oaks Health 401(k) Retirement Plan · $25M · 446 · 80th

  • SCH $25M
  • SCH 446
  • SCH 80th
  • SCH 401(k)
  • SCH near Rockwell Architecture, Planning and Design, P.C. 401(k) Savings Plan
  • SCH ind #16690

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 Indiana →

Valley Oaks Health 401(k) Retirement Plan in the asset neighbourhood

Valley Oaks Health 401(k) Retirement PlanValley Oaks Health 401(k) Re…$25MRockwell Architecture, Planning and Design, P.C. 401(k) Savings PlanRockwell Architecture, Plann…$25MRemed Holdings, LLC and Affiliated Companies 401(k) PlanRemed Holdings, LLC and Affi…$25MAirmar Technology Corporation 401(k) PlanAirmar Technology Corporatio…$25MTechnology Concepts & Design, Inc. Employee Stock Ownership and Savings PlanTechnology Concepts & Design…$25M
End-of-year total assets ($M) among Valley Oaks Health 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN350988724
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Oaks Health, Inc.)

Sponsor-wide plan assets over time

All Valley Oaks Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 29.95594593309657% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.5M $31.9M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 446 $25M
2023 1 439 $28M
2024 1 448 $32M

Nearby 401(k) Plans in Indiana

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

Valley Oaks Health 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Valley Oaks Health 401(k) Retirement Plan, Total assets ($B): 0.024525318 · Participants: 446Valley Oaks Health 401(k) Retirement PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Valley Oaks Health 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Valley Oaks Health 401(k) Retirement Plan side-by-side with 3 peers →

Valley Oaks Health 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Rockwell Architecture, Planning and Design, P.C. 401(k) Savings Plan in NY ($25M); by covered participants it is Livingston-Wyoming Arc 401(k) Retirement Plan in NY (446 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (446 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 Oaks Health 401(k) Retirement Plan assets move in 2022? ▼
Valley Oaks Health 401(k) Retirement Plan pulled back noticeably - down 13.2% during 2022, from $28M to $25M. Reported net income was -$4M.
How have Valley Oaks Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Oaks Health, Inc.'s sponsor-wide assets grew 30.0%, from $25M to $32M.
Where does Valley Oaks Health 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Valley Oaks Health 401(k) Retirement 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 Oaks Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rockwell Architecture, Planning and Design, P.C. 401(k) Savings Plan in NY ($25M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Valley Oaks Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Livingston-Wyoming Arc 401(k) Retirement Plan in NY (446 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 350988724.

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.