401(k) · DOL Form 5500 · 2022

Cafe Valley, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
863
Participants Near avg headcount
56th
Percentile by assets National rank
$7,473
Avg per participant Low balance/head
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Official DOL plan name: Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Cafe Valley, Inc. · Arizona · Manufacturing

$6M in assets, 863 participants

Cafe Valley, Inc.'s Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust reported $6M in total assets and 863 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #8,441 in Manufacturing (20,602 peers)

Cafe Valley, Inc. multi-year trail

Cafe Valley, Inc.'s plans moved +82.9% in assets from 2022 to 2024; this filing shows Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust at $6M / 863 participants.

#8,441
in Manufacturing (20,602 peers)
-0.6%
assets change YoY

The plan reported a net loss of $38K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Cafe Valley, 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

$6,448,873 Top 44% higher than 56% 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

Cafe Valley, Inc. 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. Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (863 participants).

Plan-year Form 5500 strip

Filing strip 860575165 · Cafe Valley, Inc. PY 2022 · 401(k)

Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust · $6M · 863 · 56th

  • ASSETS $6M
  • ASSETS 863
  • ASSETS 56th
  • ASSETS 401(k)
  • ASSETS near Mhr Fund Management LLC 401(k) Plan
  • ASSETS ind #8441

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 Manufacturing retirement plans → · Plans in Arizona →

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

Cafe Valley, Inc. 401(k) Profit Sharing Plan and TrustCafe Valley, Inc. 401(k) Pro…$6MMhr Fund Management LLC 401(k) PlanMhr Fund Management LLC 401(…$6MAtlantic Casting & Engineering Corp. Non-Union Employees Profit Sharing PlanAtlantic Casting & Engineeri…$6MWarren Tire Service Center, Inc. Profit Sharing 401(k) PlanWarren Tire Service Center, …$6MNational Renal Care 401(k) PlanNational Renal Care 401(k) P…$6M
End-of-year total assets ($M) among Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Cafe Valley, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cafe Valley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 82.94002688531779% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.45M $11.8M ▲ +82.9%
Year Plans Participants Total Assets
2022 1 863 $6M
2023 1 1,131 $10M
2024 1 1,125 $12M

Cafe Valley, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$38K
Employer EIN860575165
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.006448873 · Participants: 863Cafe Valley, Inc. 401(k) Profit Sharing Plan and TrustBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Mhr Fund Management LLC 401(k) Plan in NY ($6M); by covered participants it is The Olympia Companies LLC 401(k) Plan & Trust in ME (863 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (863 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 Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust held essentially flat - down 0.6% during 2022, from $6M to $6M. Reported net income was -$38K.
How have Cafe Valley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cafe Valley, Inc.'s sponsor-wide assets grew 82.9%, from $6M to $12M.
Which 401(k) plans are similar in size to Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mhr Fund Management LLC 401(k) Plan in NY ($6M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Olympia Companies LLC 401(k) Plan & Trust in ME (863 participants, $10M 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 860575165.

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.