401(k) · DOL Form 5500 · 2022

Vallarta Supermarkets 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1,344
Participants Near avg headcount
44th
Percentile by assets National rank
$2,684
Avg per participant Low balance/head
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Official DOL plan name: Vallarta Supermarkets Retirement Plan · Sponsored by Vallarta Supermarkets · California · Retail Trade

$4M in assets, 1,344 participants

Vallarta Supermarkets's Vallarta Supermarkets Retirement Plan reported $4M in total assets and 1,344 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,080 in Retail Trade (9,519 peers)

Coverage in California

Vallarta Supermarkets Retirement Plan covers 1,344 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $4M.

#5,080
in Retail Trade (9,519 peers)
-7.1%
assets change YoY

The plan reported a net loss of $274K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vallarta Supermarkets Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Vallarta Supermarkets Retirement Plan vs every filed plan by assets

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

$3,607,829 44th percentile higher than 44% 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

Vallarta Supermarkets Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vallarta Supermarkets Retirement Plan lands in the large band (1,344 participants).

EBSA filing schedule strip

Filing strip 954704083 · Vallarta Supermarkets PY 2022 · 401(k)

Vallarta Supermarkets Retirement Plan · $4M · 1,344 · 44th

  • PHOTO $4M
  • PHOTO 1,344
  • PHOTO 44th
  • PHOTO 401(k)
  • PHOTO near Ocs, Incorporated Retirement Plan
  • PHOTO ind #5080

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 Retail Trade retirement plans → · Plans in California →

Vallarta Supermarkets Retirement Plan in the asset neighbourhood

Vallarta Supermarkets Retirement PlanVallarta Supermarkets Retire…$4MOcs, Incorporated Retirement PlanOcs, Incorporated Retirement…$4MBoise Co-Op 401(k) Plan$4MTotally Joined for Achieving C 401(k) Profit Sharing Plan TrustTotally Joined for Achieving…$4MSenske Lawn & Tree Care, LLC 401(k) PlanSenske Lawn & Tree Care, LLC…$4M
End-of-year total assets ($M) among Vallarta Supermarkets Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$274K
Employer EIN954704083
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vallarta Supermarkets)

Sponsor-wide plan assets over time

All Vallarta Supermarkets plans reported in each filing year

Latest sponsor-wide plan assets
$5M 33.47891488205234% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.61M $4.82M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 1,344 $4M
2023 1 1,444 $4M
2024 1 1,580 $5M

Nearby 401(k) Plans in California

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

Vallarta Supermarkets Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Vallarta Supermarkets Retirement Plan, Total assets ($B): 0.003607829 · Participants: 1344Vallarta Supermarkets Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Vallarta Supermarkets Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Vallarta Supermarkets Retirement Plan side-by-side with 3 peers →

Vallarta Supermarkets Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ocs, Incorporated Retirement Plan in AL ($4M); by covered participants it is Hood Industries Retirement and Savings Plan in MS (1,344 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,344 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 Vallarta Supermarkets Retirement Plan assets move in 2022? ▼
Vallarta Supermarkets Retirement Plan pulled back noticeably - down 7.1% during 2022, from $4M to $4M. Reported net income was -$274K.
How have Vallarta Supermarkets plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vallarta Supermarkets's sponsor-wide assets grew 33.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Vallarta Supermarkets Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ocs, Incorporated Retirement Plan in AL ($4M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Vallarta Supermarkets Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hood Industries Retirement and Savings Plan in MS (1,344 participants, $63M 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 954704083.

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.