401(k) · DOL Form 5500 · 2022
Vallen Distribution, Inc. 401(k) Plan
Data updated 2026-08-25
- $167M
- Total assets Near avg plan size
- N/A
- Participants Small participant base
- 95th
- Percentile by assets National rank
Official DOL plan name: Vallen Distribution, Inc. 401(k) Plan · Sponsored by Vallen Distribution, Inc. · North Carolina · Wholesale Trade
$167M in assets, N/A participants
Vallen Distribution, Inc.'s Vallen Distribution, Inc. 401(k) Plan reported $167M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #6,595 in Wholesale Trade (6,843 peers)
Where Vallen Distribution, Inc. 401(k) Plan sits by assets
Vallen Distribution, Inc. 401(k) Plan sits in the top 5% of all filed plans by assets, $167M for N/A participants.
- #6,595
- in Wholesale Trade (6,843 peers)
- -$1M
- reported net income
- 1.7×
- vs typical plan assets (national mean)
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.
Vallen Distribution, Inc. 401(k) Plan's outsized position by total assets
Vallen Distribution, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$166,510,956 Top 5% higher than 95% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Plan-year Form 5500 strip
Filing strip 562281578 · Vallen Distribution, Inc. PY 2022 · 401(k)
Vallen Distribution, Inc. 401(k) Plan · $167M · N/A · 95th
- EBSA $167M
- PART N/A
- TYPE 95th
- NET 401(k)
- BOOK near Walker & Dunlop, LLC Retirement Savings Plan
- VS-ST ind #6595
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 Wholesale Trade retirement plans → · Plans in North Carolina →
Vallen Distribution, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $167M |
| Net Income | -$1M |
| Employer EIN | 562281578 |
| Plan Effective Date | 2022-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vallen Distribution, Inc.)
Sponsor-wide plan assets over time
All Vallen Distribution, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $240M 44.28683899935089% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $167M |
| 2023 | 1 | 2,418 | $190M |
| 2024 | 1 | 2,470 | $240M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Vallen Distribution, Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside North Carolina, the nearest 401(k) by end-of-year assets is Walker & Dunlop, LLC Retirement Savings Plan in MD at $167M (this filing: $167M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($167M here).
- Walker & Dunlop, LLC Retirement Savings Plan (MD) $167M · 1,287
- Total Quality Logistics, LLC Retirement Plan (OH) $166M · 7,759
- Kinsley Construction, Inc. Retirement Plan (PA) $167M · 2,922
- The Churchill Companies Retirement Savings Plan (MN) $166M · 1,033
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.