401(k) · DOL Form 5500 · 2022
Valentine Cpa, PC 401(k) Plan
Data updated 2026-08-25
- $553K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $78,938
- Avg per participant Below avg balance/head
Official DOL plan name: Valentine Cpa Profit Sharing Plan · Sponsored by Valentine Cpa, PC · Utah · Professional & Technical Services
$553K in assets, 7 participants
Valentine Cpa, PC's Valentine Cpa Profit Sharing Plan reported $553K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.
- #3,336 in Professional & Technical Services (21,562 peers)
Valentine Cpa, PC multi-year trail
Valentine Cpa, PC's plans moved +39.4% in assets from 2022 to 2024; this filing shows Valentine Cpa Profit Sharing Plan at $553K / 7 participants.
- #3,336
- in Professional & Technical Services (21,562 peers)
- -4.9%
- assets change YoY
The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Valentine Cpa Profit Sharing Plan among the smaller filed plans by assets
Valentine Cpa Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$552,565 19th percentile higher than 19% 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
Valentine Cpa 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. Valentine Cpa Profit Sharing Plan is a micro filing (7 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 841384179 · Valentine Cpa, PC PY 2022 · 401(k)
Valentine Cpa Profit Sharing Plan · $553K · 7 · 19th
- VS-ST $553K
- BOY 7
- SCH 19th
- EBSA 401(k)
- PART near Tax Relief Advocates-401(k) Plan
- TYPE ind #3336
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 Professional & Technical Services retirement plans → · Plans in Utah →
Valentine Cpa Profit Sharing Plan in the asset neighbourhood
Valentine Cpa, PC multi-year asset trail
Sponsor-wide plan assets over time
All Valentine Cpa, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $770K 39.352293395347154% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $553K |
| 2023 | 1 | 15 | $671K |
| 2024 | 1 | 15 | $770K |
Valentine Cpa, PC filing trail (2022)
| Total Assets (Beginning of Year) | $581K |
|---|---|
| Net Assets (End of Year) | $553K |
| Net Income | -$28K |
| Employer EIN | 841384179 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Valentine Cpa Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Tax Relief Advocates-401(k) Plan in CA ($553K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($553K here).
- Tax Relief Advocates-401(k) Plan (CA) $553K · 188
- Mixed Bag, Inc. 401(k) Plan (TX) $552K · 2
- Clement Automotive Group Retirement Savings Plan (MO) $552K · 156
- Fx(Wuvi) Inc 401(k) Plan (CA) $552K · 1
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Stel Pro Inc 401(k) Plan (TX) 7 · 0 off
- Lee M. Holmes 401(k) and Profit Sharing Plan (OK) 7 · 0 off
- Sachem Eye Care 401(k) Plan (NY) 7 · 0 off
- Ccm Retirement Plan (OR) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.