Profit Sharing · DOL Form 5500 · 2022

Boys & Girls Clubs of the Valley, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
163
Participants Small participant base
49th
Percentile by assets National rank
$28,713
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Boys & Girls Clubs of the Valley, Inc. Retirement Plan · Sponsored by Boys & Girls Clubs of the Valley, Inc. · Arizona · Other Services

$5M in assets, 163 participants

Boys & Girls Clubs of the Valley, Inc.'s Boys & Girls Clubs of the Valley, Inc. Retirement Plan reported $5M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,741 in Other Services (8,398 peers)

Coverage in Arizona

Boys & Girls Clubs of the Valley, Inc. Retirement Plan covers 163 participants in Arizona, about 29% of the average Arizona filer (state average ~564 per filing). Assets: $5M.

#5,741
in Other Services (8,398 peers)
-20.0%
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.

Boys & Girls Clubs of the Valley, Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers

Boys & Girls Clubs of the Valley, Inc. Retirement Plan vs every filed plan by assets

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

$4,680,221 49th percentile higher than 49% 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. 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. Boys & Girls Clubs of the Valley, Inc. Retirement Plan sits mid-pack in the medium band (163 participants).

Form 5500 schedule snapshot

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

Boys & Girls Clubs of the Valley, Inc. Retirement Plan · $5M · 163 · 49th

  • ASSETS $5M
  • PCT 163
  • EIN 49th
  • RANK Profit Sharing
  • PHOTO near Celik Insurance Agency, Inc., Profit Sharing Plan
  • IND ind #5741

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. Retirement Plan in the asset neighbourhood

Boys & Girls Clubs of the Valley, Inc. Retirement PlanBoys & Girls Clubs of the Va…$5MCelik Insurance Agency, Inc., Profit Sharing PlanCelik Insurance Agency, Inc.…$5MRendlef Co. Retirement Plan$5MAnother Road, LLC Profit Sharing PlanAnother Road, LLC Profit Sha…$5MYoung J. Ko, M.D., Inc. Profit Sharing PlanYoung J. Ko, M.D., Inc. Prof…$5M
End-of-year total assets ($M) among Boys & Girls Clubs of the Valley, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN860550646
Plan Effective Date2004-01-01
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 Profit Sharing Plans in Arizona

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

Boys & Girls Clubs of the Valley, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -2000200400600800 020406080 Total assets ($M) Participants Boys & Girls Clubs of the Valley, Inc. Retirement Plan, Total assets ($M): 4.680221 · Participants: 163Boys & Girls Clubs of the Valley, Inc. Retirement PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 71.833209 · Participants: 558Kitchell Affiliates Employees' Profit Sharing PlanBurch & Cracchiolo, P.a. Restated Profit Sharing Plan, Total assets ($M): 39.588445 · Participants: 61Burch & Cracchiolo, P.a. Restated Profit Sharing PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 25.614438 · Participants: 28M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 24.278248 · Participants: 627Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 19.351983 · Participants: 171Center for Biological Diversity 403(b) DC Plan
Boys & Girls Clubs of the Valley, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Boys & Girls Clubs of the Valley, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Celik Insurance Agency, Inc., Profit Sharing Plan in PA ($5M); by covered participants it is The Bell Company, LLC Profit Sharing Plan in NY (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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. Retirement Plan assets move in 2022?
Boys & Girls Clubs of the Valley, Inc. Retirement Plan declined sharply - down 20.0% during 2022, from $6M to $5M. Reported net income was -$1M.
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 Profit Sharing plans are similar in size to Boys & Girls Clubs of the Valley, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Celik Insurance Agency, Inc., Profit Sharing Plan in PA ($5M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Boys & Girls Clubs of the Valley, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is The Bell Company, LLC Profit Sharing Plan in NY (163 participants, N/A in assets).