401(k) · DOL Form 5500 · 2022

Valeo Financial Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
132
Participants Small participant base
73rd
Percentile by assets National rank
$119,999
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valeo Financial Advisors, LLC Retirement Plan · Sponsored by Valeo Financial Advisors, LLC · Indiana · Finance & Insurance

$16M in assets, 132 participants

Valeo Financial Advisors, LLC's Valeo Financial Advisors, LLC Retirement Plan reported $16M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,440 in Finance & Insurance (9,261 peers)

Coverage in Indiana

Valeo Financial Advisors, LLC Retirement Plan covers 132 participants in Indiana, about 24% of the average Indiana filer (state average ~541 per filing). Assets: $16M.

#5,440
in Finance & Insurance (9,261 peers)
-5.0%
assets change YoY

The plan reported a net loss of $831K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valeo Financial Advisors, LLC Retirement Plan's outsized position by total assets

Valeo Financial Advisors, LLC Retirement Plan vs every filed plan by assets

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

$15,839,834 Top 27% higher than 73% 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

Valeo Financial Advisors, LLC 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. Valeo Financial Advisors, LLC Retirement Plan sits mid-pack in the medium band (132 participants).

EBSA filing schedule strip

Filing strip 030519130 · Valeo Financial Advisors, LLC PY 2022 · 401(k)

Valeo Financial Advisors, LLC Retirement Plan · $16M · 132 · 73rd

  • EIN $16M
  • RANK 132
  • PHOTO 73rd
  • IND 401(k)
  • EOY near The Oklahoma City Indian Clinic 401(k) Plan
  • 5500 ind #5440

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 Finance & Insurance retirement plans → · Plans in Indiana →

Valeo Financial Advisors, LLC Retirement Plan in the asset neighbourhood

Valeo Financial Advisors, LLC Retirement PlanValeo Financial Advisors, LL…$16MThe Oklahoma City Indian Clinic 401(k) PlanThe Oklahoma City Indian Cli…$16MCardiovascular Associates of Marin & San Francisco Profit Sharing 401(k) PlanCardiovascular Associates of…$16MCrown Bakeries Retirement PlanCrown Bakeries Retirement Pl…$16MNextier Retirement Savings PlanNextier Retirement Savings P…$16M
End-of-year total assets ($M) among Valeo Financial Advisors, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$16M
Net Income-$831K
Employer EIN030519130
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valeo Financial Advisors, LLC)

Sponsor-wide plan assets over time

All Valeo Financial Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 79.57900316379578% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.8M $28.5M ▲ +79.6%
Year Plans Participants Total Assets
2022 1 132 $16M
2023 1 159 $22M
2024 1 151 $28M

Nearby 401(k) Plans in Indiana

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

Valeo Financial Advisors, LLC Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Valeo Financial Advisors, LLC Retirement Plan, Total assets ($B): 0.015839834 · Participants: 132Valeo Financial Advisors, LLC 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
Valeo Financial Advisors, LLC Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Valeo Financial Advisors, LLC Retirement Plan side-by-side with 3 peers →

Valeo Financial Advisors, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is The Oklahoma City Indian Clinic 401(k) Plan in OK ($16M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Valeo Financial Advisors, LLC Retirement Plan assets move in 2022? ▼
Valeo Financial Advisors, LLC Retirement Plan edged down modestly - down 5.0% during 2022, from $17M to $16M. Reported net income was -$831K.
How have Valeo Financial Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valeo Financial Advisors, LLC's sponsor-wide assets grew 79.6%, from $16M to $28M.
Which 401(k) plans are similar in size to Valeo Financial Advisors, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Oklahoma City Indian Clinic 401(k) Plan in OK ($16M, 281 participants).
Which 401(k) plans cover a similar participant headcount to Valeo Financial Advisors, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flywire Retirement Plan in MA (132 participants, $5M 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 030519130.

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.