401(k) · DOL Form 5500 · 2022

Vallejo Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
44
Participants Small participant base
82nd
Percentile by assets National rank
$619,312
Avg per participant High balance/head
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Official DOL plan name: Vallejo Investments, Inc., Retirement Savings Plan · Sponsored by Vallejo Investments, Inc. · California · Professional & Technical Services

$27M in assets, 44 participants

Vallejo Investments, Inc.'s Vallejo Investments, Inc., Retirement Savings Plan reported $27M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,714 in Professional & Technical Services (21,562 peers)

Where Vallejo Investments, Inc., Retirement Savings Plan sits by assets

Vallejo Investments, Inc., Retirement Savings Plan sits in the top quartile of all filed plans by assets, $27M for 44 participants (~$619,312/participant), down 19.6% in 2022.

#17,714
in Professional & Technical Services (21,562 peers)
-19.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vallejo Investments, Inc., Retirement Savings Plan's outsized position by total assets

Vallejo Investments, Inc., Retirement Savings Plan vs every filed plan by assets

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

$27,249,743 Top 18% higher than 82% 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

Vallejo Investments, Inc., Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vallejo Investments, Inc., Retirement Savings Plan is a small filing (44 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 943268977 · Vallejo Investments, Inc. PY 2022 · 401(k)

Vallejo Investments, Inc., Retirement Savings Plan · $27M · 44 · 82nd

  • NET $27M
  • NET 44
  • NET 82nd
  • NET 401(k)
  • NET near Japan Tobacco International U.S.a., Inc. 401(k) Savings Plan
  • NET ind #17714

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 Professional & Technical Services retirement plans → · Plans in California →

Vallejo Investments, Inc., Retirement Savings Plan in the asset neighbourhood

Vallejo Investments, Inc., Retirement Savings PlanVallejo Investments, Inc., R…$27MJapan Tobacco International U.S.a., Inc. 401(k) Savings PlanJapan Tobacco International …$27MCti Foods 401(k) Plan and TrustCti Foods 401(k) Plan and Tr…$27MUnited Way of Central Iowa 401(k) PlanUnited Way of Central Iowa 4…$27ML. G. Everist, Inc. 401(k) PlanL. G. Everist, Inc. 401(k) P…$27M
End-of-year total assets ($M) among Vallejo Investments, Inc., Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$27M
Net Income-$7M
Employer EIN943268977
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vallejo Investments, Inc.)

Sponsor-wide plan assets over time

All Vallejo Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 33.27015597908575% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.3M $36.3M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 44 $27M
2023 1 46 $34M
2024 1 42 $36M

Nearby 401(k) Plans in California

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

Vallejo Investments, Inc., Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Vallejo Investments, Inc., Retirement Savings Plan, Total assets ($B): 0.027249743 · Participants: 44Vallejo Investments, Inc., Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Vallejo Investments, Inc., Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Vallejo Investments, Inc., Retirement Savings Plan side-by-side with 3 peers →

Vallejo Investments, Inc., Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Japan Tobacco International U.S.a., Inc. 401(k) Savings Plan in NJ ($27M); by covered participants it is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Vallejo Investments, Inc., Retirement Savings Plan assets move in 2022? ▼
Vallejo Investments, Inc., Retirement Savings Plan declined sharply - down 19.6% during 2022, from $34M to $27M. Reported net income was -$7M.
How have Vallejo Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vallejo Investments, Inc.'s sponsor-wide assets grew 33.3%, from $27M to $36M.
Where does Vallejo Investments, Inc., Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Vallejo Investments, Inc., Retirement Savings Plan ranks in the 82nd 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 Vallejo Investments, Inc., Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Japan Tobacco International U.S.a., Inc. 401(k) Savings Plan in NJ ($27M, 246 participants).
Which 401(k) plans cover a similar participant headcount to Vallejo Investments, Inc., Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bay Corporation Profit Sharing Plan & Trust in OH (44 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 943268977.

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.