Other · DOL Form 5500 · 2022

Boys & Girls Clubs of the Valley, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
387
Participants Below avg headcount
32nd
Percentile by assets National rank
$4,476
Avg per participant Low balance/head
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Official DOL plan name: Boys & Girls Clubs of the Valley, Inc. 403(b) Plan · Sponsored by Boys & Girls Clubs of the Valley, Inc. · Arizona · Other Services

$2M in assets, 387 participants

Boys & Girls Clubs of the Valley, Inc.'s Boys & Girls Clubs of the Valley, Inc. 403(b) Plan reported $2M in total assets and 387 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #4,627 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Boys & Girls Clubs of the Valley, Inc. 403(b) Plan ranks #4,627 of 8,398 2022 filers by assets (1159% of the sector average)-$2M for 387 participants.

#4,627
in Other Services (8,398 peers)
-4.8%
assets change YoY

The plan reported a net loss of $87K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Boys & Girls Clubs of the Valley, Inc. 403(b) Plan among the smaller filed plans by assets

Boys & Girls Clubs of the Valley, Inc. 403(b) Plan vs every filed plan by assets

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

$1,732,211 32nd percentile higher than 32% 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

Boys & Girls Clubs of the Valley, Inc. 403(b) 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. Boys & Girls Clubs of the Valley, Inc. 403(b) Plan sits mid-pack in the medium band (387 participants).

EBSA filing schedule strip

Filing strip 860550646 · Boys & Girls Clubs of the Valley, Inc. PY 2022 · Other

Boys & Girls Clubs of the Valley, Inc. 403(b) Plan · $2M · 387 · 32nd

  • EIN $2M
  • EIN 387
  • EIN 32nd
  • EIN Other
  • EIN near Good Shepherd Home 403b Savings Retirement Plan
  • EIN ind #4627

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 Other Services retirement plans → · Plans in Arizona →

Boys & Girls Clubs of the Valley, Inc. 403(b) Plan in the asset neighbourhood

Boys & Girls Clubs of the Valley, Inc. 403(b) PlanBoys & Girls Clubs of the Va…$2MGood Shepherd Home 403b Savings Retirement PlanGood Shepherd Home 403b Savi…$2M403(b) Thrift Plan of Excelth, Incorporated403(b) Thrift Plan of Excelt…$2M403(b) Thrift Plan of Excelth, Incorporated403(b) Thrift Plan of Excelt…$2M403b Thrift Plan for Child Care of Southwest Florida Inc.403b Thrift Plan for Child C…$2M
End-of-year total assets ($M) among Boys & Girls Clubs of the Valley, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$87K
Employer EIN860550646
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boys & Girls Clubs of the Valley, Inc.)

Sponsor-wide plan assets over time

All Boys & Girls Clubs of the Valley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 10.562529162102615% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $6.41M $7.09M ▲ +10.6%
Year Plans Participants Total Assets
2022 2 550 $6M
2023 1 200 $5M
2024 1 193 $7M

Nearby Other Plans in Arizona

Peer Other plans, same state, same plan type, ranked by total assets.

Boys & Girls Clubs of the Valley, Inc. 403(b) Plan vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Boys & Girls Clubs of the Valley, Inc. 403(b) Plan, Total assets ($M): 1.732211 · Participants: 387Boys & Girls Clubs of the Valley, Inc. 403(b) PlanHonorhealth 403(b) Retirement Security Plan, Total assets ($M): 872.849758 · Participants: 12089Honorhealth 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($M): 256.355567 · Participants: 7538Operating Engineers Local 428 Annuity Trust FundBanner Health Employees 403(b) Plan, Total assets ($M): 145.966125 · Participants: 10133Banner Health Employees 403(b) PlanEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($M): 120.093399 · Participants: 1633El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanKingman Regional Medical Center Employee Retirement Plan, Total assets ($M): 91.232835 · Participants: 1954Kingman Regional Medical Center Employee Retirement Plan
Boys & Girls Clubs of the Valley, Inc. 403(b) Plan vs. nearby Other plans in Arizona, assets vs. participants

Boys & Girls Clubs of the Valley, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Good Shepherd Home 403b Savings Retirement Plan in OH ($2M); by covered participants it is Purdue Research Foundation Defined Contribution Retirement Plan in IN (387 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (387 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 Boys & Girls Clubs of the Valley, Inc. 403(b) Plan assets move in 2022?
Boys & Girls Clubs of the Valley, Inc. 403(b) Plan edged down modestly - down 4.8% during 2022, from $2M to $2M. Reported net income was -$87K.
How have Boys & Girls Clubs of the Valley, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Boys & Girls Clubs of the Valley, Inc.'s sponsor-wide assets grew 10.6%, from $6M to $7M.
Which Other plans are similar in size to Boys & Girls Clubs of the Valley, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Good Shepherd Home 403b Savings Retirement Plan in OH ($2M, 358 participants).
Which Other plans cover a similar participant headcount to Boys & Girls Clubs of the Valley, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Purdue Research Foundation Defined Contribution Retirement Plan in IN (387 participants, $68M in assets).