401(k) · DOL Form 5500 · 2022
VALLEYLIFE 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 321
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $16,835
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Valleylife · Sponsored by VALLEYLIFE · Arizona · Healthcare & Social Assistance
$5M in assets, 321 participants
VALLEYLIFE's 403(b) Thrift Plan of Valleylife reported $5M in total assets and 321 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #11,629 in Healthcare & Social Assistance (20,060 peers)
VALLEYLIFE multi-year trail
VALLEYLIFE's plans moved +28.9% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Valleylife at $5M / 321 participants.
- #11,629
- in Healthcare & Social Assistance (20,060 peers)
- -10.4%
- assets change YoY
The plan reported a net loss of $627K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of Valleylife's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Valleylife vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,403,932 Top 48% higher than 52% 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
403(b) Thrift Plan of Valleylife 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. 403(b) Thrift Plan of Valleylife sits mid-pack in the medium band (321 participants).
DOL schedule card
Filing strip 860135840 · VALLEYLIFE PY 2022 · 401(k)
403(b) Thrift Plan of Valleylife · $5M · 321 · 52nd
- PART $5M
- PART 321
- PART 52nd
- PART 401(k)
- PART near Heritage Village Master Association 401(k) Profit Sharing Plan and Trust
- PART ind #11629
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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →
403(b) Thrift Plan of Valleylife in the asset neighbourhood
VALLEYLIFE multi-year asset trail
Sponsor-wide plan assets over time
All VALLEYLIFE plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 28.932229347075427% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 321 | $5M |
| 2023 | 1 | 360 | $6M |
| 2024 | 1 | 405 | $7M |
VALLEYLIFE filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$627K |
| Employer EIN | 860135840 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
403(b) Thrift Plan of Valleylife's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Heritage Village Master Association 401(k) Profit Sharing Plan and Trust in CT ($5M); by covered participants it is Fdf Energy Services, LLC 401(k) Plan in LA (321 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Heritage Village Master Association 401(k) Profit Sharing Plan and Trust (CT) $5M · 127
- Central Georgia Cancer Care, P.C. Employee 401(k) Profit Sharing Plan (GA) $5M · 102
- Pieper O'brien Herr Architects Ltd. Tax Deferred 401(k) Savings Plan (GA) $5M · 35
- M & M Industries Inc 401(k) Profit Sharing Plan (TN) $5M · 468
Similar participant headcount
Nearest other-state filings by covered participants (321 participants); asset peers above are excluded.
- Fdf Energy Services, LLC 401(k) Plan (LA) 321 · 0 off
- Ryan Herco Flow Solutions 401(k) Plan (CA) 321 · 0 off
- Murphy Employee Profit Sharing and 401(k) Plan (MO) 321 · 0 off
- Trailer Park Inc. Retirement Savings Plan (CA) 321 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.