Other · DOL Form 5500 · 2022
Valley Family Health Care, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 257
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $26,659
- Avg per participant Low balance/head
Official DOL plan name: Valley Family Health Care, Inc. 403(b) Plan · Sponsored by Valley Family Health Care, Inc. · Idaho · Healthcare & Social Assistance
$7M in assets, 257 participants
Valley Family Health Care, Inc.'s Valley Family Health Care, Inc. 403(b) Plan reported $7M in total assets and 257 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #12,647 in Healthcare & Social Assistance (20,060 peers)
Valley Family Health Care, Inc. multi-year trail
Valley Family Health Care, Inc.'s plans moved +61.7% in assets from 2022 to 2024; this filing shows Valley Family Health Care, Inc. 403(b) Plan at $7M / 257 participants.
- #12,647
- in Healthcare & Social Assistance (20,060 peers)
- -21.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Valley Family Health Care, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Valley Family Health Care, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,851,442 Top 43% higher than 57% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Valley Family Health Care, 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. Valley Family Health Care, Inc. 403(b) Plan sits mid-pack in the medium band (257 participants).
DOL schedule card
Filing strip 820371383 · Valley Family Health Care, Inc. PY 2022 · Other
Valley Family Health Care, Inc. 403(b) Plan · $7M · 257 · 57th
- PCT $7M
- PCT 257
- PCT 57th
- PCT Other
- PCT near Toward Independent Living and Learning Inc. Success Sharing Plan
- PCT ind #12647
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 Healthcare & Social Assistance retirement plans → · Plans in Idaho →
Valley Family Health Care, Inc. 403(b) Plan in the asset neighbourhood
Valley Family Health Care, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Valley Family Health Care, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 61.71318388158289% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 257 | $7M |
| 2023 | 1 | 264 | $9M |
| 2024 | 1 | 247 | $11M |
Valley Family Health Care, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 820371383 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Idaho
Peer Other plans, same state, same plan type, ranked by total assets.
- St. Lukes Health System Matched 403b Plan $772M · 15,284
- The College of Idaho 403(b) Retirement Plan $43M · 352
- Kootenai Clinic 403(b) Plan $24M · 197
- Sun Valley Community School, Inc. 403(b) Plan $22M · 135
- Full Circle Health, Inc. 403(b) Plan $21M · 369
Valley Family Health Care, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Idaho, the nearest Other by assets is Toward Independent Living and Learning Inc. Success Sharing Plan in MA ($7M); by covered participants it is Holy Innocents' Episcopal School 403(b) Plan in GA (257 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (257 participants); asset peers above are excluded.
- Holy Innocents' Episcopal School 403(b) Plan (GA) 257 · 0 off
- Pcc Community Wellness Center 403(b) Plan (IL) 257 · 0 off
- The House of the Good Shepherd 403(b) Thrift Plan (NY) 257 · 0 off
- The Corporate Source, Inc. 403(b) Plan (NY) 257 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.