401(k) · DOL Form 5500 · 2022

Valley Express LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
171
Participants Small participant base
62nd
Percentile by assets National rank
$51,598
Avg per participant Low balance/head
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Official DOL plan name: Valley Express LLC 401(k) and Profit Sharing Plan · Sponsored by Valley Express LLC · Wisconsin · Transportation & Warehousing

$9M in assets, 171 participants

Valley Express LLC's Valley Express LLC 401(k) and Profit Sharing Plan reported $9M in total assets and 171 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #2,523 in Transportation & Warehousing (3,876 peers)

Coverage in Wisconsin

Valley Express LLC 401(k) and Profit Sharing Plan covers 171 participants in Wisconsin, about 30% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#2,523
in Transportation & Warehousing (3,876 peers)
+19.2%
assets growth YoY

The plan reported a net loss of $418K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valley Express LLC 401(k) and Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Valley Express LLC 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$8,823,267 Top 38% higher than 62% 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 Express LLC 401(k) and Profit Sharing 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. Valley Express LLC 401(k) and Profit Sharing Plan sits mid-pack in the medium band (171 participants).

EBSA filing schedule strip

Filing strip 391907049 · Valley Express LLC PY 2022 · 401(k)

Valley Express LLC 401(k) and Profit Sharing Plan · $9M · 171 · 62nd

  • PART $9M
  • PART 171
  • PART 62nd
  • PART 401(k)
  • PART near Carter Motors, Inc. 401(k) Plan
  • PART ind #2523

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

Valley Express LLC 401(k) and Profit Sharing Plan in the asset neighbourhood

Valley Express LLC 401(k) and Profit Sharing PlanValley Express LLC 401(k) an…$9MCarter Motors, Inc. 401(k) PlanCarter Motors, Inc. 401(k) P…$9MJump Associates LLC 401(k) Profit Sharing Plan and TrustJump Associates LLC 401(k) P…$9MA.H. Beck Foundation Co., Inc. 401(k) Profit Sharing PlanA.H. Beck Foundation Co., In…$9MGravotech, Inc. Retirement Savings PlanGravotech, Inc. Retirement S…$9M
End-of-year total assets ($M) among Valley Express LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income-$418K
Employer EIN391907049
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Express LLC)

Sponsor-wide plan assets over time

All Valley Express LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.581049740419278% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.82M $11.4M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 171 $9M
2023 1 291 $10M
2024 1 279 $11M

Nearby 401(k) Plans in Wisconsin

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

Valley Express LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Valley Express LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.008823267 · Participants: 171Valley Express LLC 401(k) and Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Valley Express LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Valley Express LLC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Valley Express LLC 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Carter Motors, Inc. 401(k) Plan in WA ($9M); by covered participants it is The Dorschel Group Retirement Plan in NY (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Valley Express LLC 401(k) and Profit Sharing Plan assets move in 2022? ▼
Valley Express LLC 401(k) and Profit Sharing Plan grew sharply - up 19.2% during 2022, from $7M to $9M. Reported net income was -$418K.
How have Valley Express LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Express LLC's sponsor-wide assets grew 29.6%, from $9M to $11M.
Which 401(k) plans are similar in size to Valley Express LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carter Motors, Inc. 401(k) Plan in WA ($9M, 240 participants).
Which 401(k) plans cover a similar participant headcount to Valley Express LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Dorschel Group Retirement Plan in NY (171 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 391907049.

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.