401(k) · DOL Form 5500 · 2022

Valbruna Stainless, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
136
Participants Small participant base
71st
Percentile by assets National rank
$101,552
Avg per participant Below avg balance/head
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Official DOL plan name: Valbruna Stainless, Inc. 401(k) Plan · Sponsored by Valbruna Stainless, Inc. · Indiana · Wholesale Trade

$14M in assets, 136 participants

Valbruna Stainless, Inc.'s Valbruna Stainless, Inc. 401(k) Plan reported $14M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,533 in Wholesale Trade (6,843 peers)

Coverage in Indiana

Valbruna Stainless, Inc. 401(k) Plan covers 136 participants in Indiana, about 25% of the average Indiana filer (state average ~541 per filing). Assets: $14M.

#4,533
in Wholesale Trade (6,843 peers)
-12.6%
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.

Valbruna Stainless, Inc. 401(k) Plan's outsized position by total assets

Valbruna Stainless, Inc. 401(k) Plan vs every filed plan by assets

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

$13,811,124 Top 29% higher than 71% 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

Valbruna Stainless, Inc. 401(k) 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. Valbruna Stainless, Inc. 401(k) Plan sits mid-pack in the medium band (136 participants).

EBSA filing schedule strip

Filing strip 061379799 · Valbruna Stainless, Inc. PY 2022 · 401(k)

Valbruna Stainless, Inc. 401(k) Plan · $14M · 136 · 71st

  • SCH $14M
  • SCH 136
  • SCH 71st
  • SCH 401(k)
  • SCH near Wales-Darby, Inc. 401(k) Profit Sharing Plan
  • SCH ind #4533

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 Indiana →

Valbruna Stainless, Inc. 401(k) Plan in the asset neighbourhood

Valbruna Stainless, Inc. 401(k) PlanValbruna Stainless, Inc. 401…$14MWales-Darby, Inc. 401(k) Profit Sharing PlanWales-Darby, Inc. 401(k) Pro…$14MMid Minnesota Federal Credit Union 401(k) Profit Sharing PlanMid Minnesota Federal Credit…$14MNortheast Remsco Construction Inc. 401(k) PlanNortheast Remsco Constructio…$14MAmerican Republican 401(k) PlanAmerican Republican 401(k) P…$14M
End-of-year total assets ($M) among Valbruna Stainless, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN061379799
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valbruna Stainless, Inc.)

Sponsor-wide plan assets over time

All Valbruna Stainless, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 35.72927156399436% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $18.8M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 136 $14M
2023 1 137 $17M
2024 1 143 $19M

Nearby 401(k) Plans in Indiana

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

Valbruna Stainless, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Valbruna Stainless, Inc. 401(k) Plan, Total assets ($B): 0.013811124 · Participants: 136Valbruna Stainless, Inc. 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Valbruna Stainless, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Valbruna Stainless, Inc. 401(k) Plan side-by-side with 3 peers →

Valbruna Stainless, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Wales-Darby, Inc. 401(k) Profit Sharing Plan in NJ ($14M); by covered participants it is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Valbruna Stainless, Inc. 401(k) Plan assets move in 2022? ▼
Valbruna Stainless, Inc. 401(k) Plan pulled back noticeably - down 12.6% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Valbruna Stainless, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valbruna Stainless, Inc.'s sponsor-wide assets grew 35.7%, from $14M to $19M.
Which 401(k) plans are similar in size to Valbruna Stainless, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wales-Darby, Inc. 401(k) Profit Sharing Plan in NJ ($14M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Valbruna Stainless, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 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 061379799.

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.