401(k) · DOL Form 5500 · 2022

The Valley Group, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
31
Participants Small participant base
58th
Percentile by assets National rank
$230,409
Avg per participant Above avg balance/head
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Official DOL plan name: The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by The Valley Group, Inc. · Illinois · Construction

$7M in assets, 31 participants

The Valley Group, Inc.'s The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust reported $7M in total assets and 31 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.

  • #5,716 in Construction (9,927 peers)

The Valley Group, Inc. multi-year trail

The Valley Group, Inc.'s plans moved +41.2% in assets from 2022 to 2024; this filing shows The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust at $7M / 31 participants.

#5,716
in Construction (9,927 peers)
-16.2%
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.

The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Construction and all filers

The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$7,142,667 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

The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (31 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 361905040 · The Valley Group, Inc. PY 2022 · 401(k)

The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust · $7M · 31 · 58th

  • RANK $7M
  • PHOTO 31
  • IND 58th
  • EOY 401(k)
  • 5500 near William B Hopke Company. Inc 401(k) Retirement Plan
  • ASSETS ind #5716

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 Construction retirement plans → · Plans in Illinois →

The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

The Valley Group, Inc. 401(k) Profit Sharing Plan and TrustThe Valley Group, Inc. 401(k…$7MWilliam B Hopke Company. Inc 401(k) Retirement PlanWilliam B Hopke Company. Inc…$7MRoy Metal Finishing Inc. 401(k) PlanRoy Metal Finishing Inc. 401…$7MValley Management, Inc. 401(k) Plan and TrustValley Management, Inc. 401(…$7MSurgical Associates of Wny PC 401(k) Profit Sharing PlanSurgical Associates of Wny P…$7M
End-of-year total assets ($M) among The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Valley Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Valley Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 41.16400778588726% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.14M $10.1M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 31 $7M
2023 1 27 $9M
2024 1 30 $10M

The Valley Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN361905040
Plan Effective Date1953-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.007142667 · Participants: 31The Valley Group, Inc. 401(k) Profit Sharing Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is William B Hopke Company. Inc 401(k) Retirement Plan in VA ($7M); by covered participants it is Doty Pruett Wilson, PC 401(k) Profit Sharing Plan in OR (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust declined sharply - down 16.2% during 2022, from $9M to $7M. Reported net income was -$1M.
How have The Valley Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Valley Group, Inc.'s sponsor-wide assets grew 41.2%, from $7M to $10M.
Which 401(k) plans are similar in size to The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is William B Hopke Company. Inc 401(k) Retirement Plan in VA ($7M, 142 participants).
Which 401(k) plans cover a similar participant headcount to The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Doty Pruett Wilson, PC 401(k) Profit Sharing Plan in OR (31 participants, $2M 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 361905040.

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.