Profit Sharing · DOL Form 5500 · 2022

Valley Realty, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
44th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valley Realty, Inc. Profit Sharing Plan · Sponsored by Valley Realty, Inc. · California · Real Estate

$4M in assets, 3 participants

Valley Realty, Inc.'s Valley Realty, Inc. Profit Sharing Plan reported $4M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,138 in Real Estate (5,057 peers)

Valley Realty, Inc. multi-year trail

Valley Realty, Inc.'s plans moved +28.6% in assets from 2022 to 2024; this filing shows Valley Realty, Inc. Profit Sharing Plan at $4M / 3 participants.

#3,138
in Real Estate (5,057 peers)
-2.9%
assets change YoY

The plan reported a net loss of $106K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valley Realty, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Valley Realty, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,548,433 44th percentile higher than 44% 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

Valley Realty, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Realty, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 826182283 · Valley Realty, Inc. PY 2022 · Profit Sharing

Valley Realty, Inc. Profit Sharing Plan · $4M · 3 · 44th

  • BOOK $4M
  • BOOK 3
  • BOOK 44th
  • BOOK Profit Sharing
  • BOOK near R. Bradley & Associates Profit Sharing Plan
  • BOOK ind #3138

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 Real Estate retirement plans → · Plans in California →

Valley Realty, Inc. Profit Sharing Plan in the asset neighbourhood

Valley Realty, Inc. Profit Sharing PlanValley Realty, Inc. Profit S…$4MR. Bradley & Associates Profit Sharing PlanR. Bradley & Associates Prof…$4MWpg Employee Profit Sharing PlanWpg Employee Profit Sharing …$4MMid Continent Screeners Inc Profit Sharing PlanMid Continent Screeners Inc …$4MSenior Connections 403(b) PlanSenior Connections 403(b) Pl…$4M
End-of-year total assets ($M) among Valley Realty, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Valley Realty, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Valley Realty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 28.623085175907224% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.55M $4.56M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $4M
2024 1 3 $5M

Valley Realty, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$106K
Employer EIN826182283
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Valley Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Valley Realty, Inc. Profit Sharing Plan, Total assets ($B): 0.003548433 · Participants: 3Valley Realty, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Valley Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Valley Realty, Inc. Profit Sharing Plan side-by-side with 3 peers →

Valley Realty, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is R. Bradley & Associates Profit Sharing Plan in NC ($4M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Valley Realty, Inc. Profit Sharing Plan assets move in 2022? ▼
Valley Realty, Inc. Profit Sharing Plan edged down modestly - down 2.9% during 2022, from $4M to $4M. Reported net income was -$106K.
How have Valley Realty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Realty, Inc.'s sponsor-wide assets grew 28.6%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Valley Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is R. Bradley & Associates Profit Sharing Plan in NC ($4M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Valley Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 826182283.

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.