401(k) · DOL Form 5500 · 2022

Valsource, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
203
Participants Below avg headcount
83rd
Percentile by assets National rank
$150,620
Avg per participant Above avg balance/head
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Official DOL plan name: Valsource, Inc. 401(k) Plan · Sponsored by Valsource, Inc. · Pennsylvania · Professional & Technical Services

$31M in assets, 203 participants

Valsource, Inc.'s Valsource, Inc. 401(k) Plan reported $31M in total assets and 203 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #18,037 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Valsource, Inc. 401(k) Plan covers 203 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $31M.

#18,037
in Professional & Technical Services (21,562 peers)
-13.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$30,575,887 Top 17% higher than 83% 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

Valsource, 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. Valsource, Inc. 401(k) Plan sits mid-pack in the medium band (203 participants).

Plan-year Form 5500 strip

Filing strip 232855010 · Valsource, Inc. PY 2022 · 401(k)

Valsource, Inc. 401(k) Plan · $31M · 203 · 83rd

  • PHOTO $31M
  • PHOTO 203
  • PHOTO 83rd
  • PHOTO 401(k)
  • PHOTO near Reno Orthopaedic Clinic, Ltd. Profit Sharing Plan and Trust
  • PHOTO ind #18037

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 Pennsylvania →

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

Valsource, Inc. 401(k) Plan$31MManke Lumber Company, Inc. Profit Sharing PlanManke Lumber Company, Inc. P…$31MNiit (USA), Inc. 401(k) Plan$31MReno Orthopaedic Clinic, Ltd. Profit Sharing Plan and TrustReno Orthopaedic Clinic, Ltd…$31MNewcomb & Boyd Profit Sharing PlanNewcomb & Boyd Profit Sharin…$31M
End-of-year total assets ($M) among Valsource, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$31M
Net Income-$5M
Employer EIN232855010
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valsource, Inc.)

Sponsor-wide plan assets over time

All Valsource, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 25.963684219821143% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71.8M $90.4M ▲ +26.0%
Year Plans Participants Total Assets
2022 2 418 $72M
2023 2 386 $89M
2024 2 431 $90M

Nearby 401(k) Plans in Pennsylvania

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

Valsource, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Valsource, Inc. 401(k) Plan, Total assets ($B): 0.030575887 · Participants: 203Valsource, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Valsource, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Valsource, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Reno Orthopaedic Clinic, Ltd. Profit Sharing Plan and Trust in NV ($31M); by covered participants it is Symbol Mattress 401(k) Plan in VA (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Valsource, Inc. 401(k) Plan assets move in 2022? ▼
Valsource, Inc. 401(k) Plan pulled back noticeably - down 13.1% during 2022, from $35M to $31M. Reported net income was -$5M.
How have Valsource, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valsource, Inc.'s sponsor-wide assets grew 26.0%, from $72M to $90M.
Where does Valsource, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Valsource, Inc. 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Valsource, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reno Orthopaedic Clinic, Ltd. Profit Sharing Plan and Trust in NV ($31M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Valsource, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Symbol Mattress 401(k) Plan in VA (203 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 232855010.

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.