401(k) · DOL Form 5500 · 2022

Valley Insurance Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$114K
Total assets Small plan by assets
1
Participants Small participant base
7th
Percentile by assets National rank
$113,509
Avg per participant Below avg balance/head
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Official DOL plan name: Valley Insurance Partners, Inc. 401(k) Plan · Sponsored by Valley Insurance Partners, Inc. · Massachusetts · Finance & Insurance

$114K in assets, 1 participants

Valley Insurance Partners, Inc.'s Valley Insurance Partners, Inc. 401(k) Plan reported $114K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 7th 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.

  • #384 in Finance & Insurance (9,261 peers)

2022 asset change

Valley Insurance Partners, Inc. 401(k) Plan contracted severely 46.8% in 2022 ($213K → $114K) for 1 participant.

#384
in Finance & Insurance (9,261 peers)
-46.8%
assets change YoY

The plan reported a net loss of $100K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valley Insurance Partners, Inc. 401(k) Plan among the smaller filed plans by assets

Valley Insurance Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$113,509 7th percentile higher than 7% 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 Insurance Partners, Inc. 401(k) 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 Insurance Partners, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 260845288 · Valley Insurance Partners, Inc. PY 2022 · 401(k)

Valley Insurance Partners, Inc. 401(k) Plan · $114K · 1 · 7th

  • BOOK $114K
  • VS-ST 1
  • BOY 7th
  • SCH 401(k)
  • EBSA near J&j Doppelganger, Corp. 401(k) Profit Sharing Plan
  • PART ind #384

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Valley Insurance Partners, Inc. 401(k) Plan in the asset neighbourhood

Valley Insurance Partners, Inc. 401(k) PlanValley Insurance Partners, I…$114KJ&j Doppelganger, Corp. 401(k) Profit Sharing PlanJ&j Doppelganger, Corp. 401(…$114KAnimal Eye Clinic, PC 401(k) Profit Sharing PlanAnimal Eye Clinic, PC 401(k)…$113KWlb Enterprises, Inc. 401(k) Profit Sharing PlanWlb Enterprises, Inc. 401(k)…$114KSierra Management, Inc. 401(k) PlanSierra Management, Inc. 401(…$114K
End-of-year total assets ($M) among Valley Insurance Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Valley Insurance Partners, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Valley Insurance Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106K 6.762459364455682% vs 2022
2024 filing year
$0.1M$0.1M$0.11M$0.11M$0.12M 202220232024 $0.11M $0.11M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $114K
2023 1 2 $100K
2024 1 1 $106K

2022 asset-move particulars

Total Assets (Beginning of Year)$213K
Net Assets (End of Year)$114K
Net Income-$100K
Employer EIN260845288
Plan Effective Date2008-07-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Valley Insurance Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Valley Insurance Partners, Inc. 401(k) Plan, Total assets ($B): 0.000113509 · Participants: 1Valley Insurance Partners, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Valley Insurance Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Valley Insurance Partners, Inc. 401(k) Plan side-by-side with 3 peers →

Valley Insurance Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is J&j Doppelganger, Corp. 401(k) Profit Sharing Plan in TX ($114K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Insurance Partners, Inc. 401(k) Plan assets move in 2022? ▼
Valley Insurance Partners, Inc. 401(k) Plan contracted severely - down 46.8% during 2022, from $213K to $114K. Reported net income was -$100K.
How have Valley Insurance Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Insurance Partners, Inc.'s sponsor-wide assets declined 6.8%, from $114K to $106K.
Where does Valley Insurance Partners, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Valley Insurance Partners, Inc. 401(k) Plan ranks in the 7th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Valley Insurance Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is J&j Doppelganger, Corp. 401(k) Profit Sharing Plan in TX ($114K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Valley Insurance Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 260845288.

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.