401(k) · DOL Form 5500 · 2022

Vali Incorporated 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
130
Participants Small participant base
66th
Percentile by assets National rank
$82,237
Avg per participant Below avg balance/head
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Official DOL plan name: Vali 401(k) Plan · Sponsored by Vali Incorporated · Alabama · Professional & Technical Services

$11M in assets, 130 participants

Vali Incorporated's Vali 401(k) Plan reported $11M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #14,060 in Professional & Technical Services (21,562 peers)

Coverage in Alabama

Vali 401(k) Plan covers 130 participants in Alabama, about 36% of the average Alabama filer (state average ~360 per filing). Assets: $11M.

#14,060
in Professional & Technical Services (21,562 peers)
+52.3%
assets growth YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vali 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Vali 401(k) Plan vs every filed plan by assets

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

$10,690,861 Top 34% higher than 66% 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

Vali 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. Vali 401(k) Plan sits mid-pack in the medium band (130 participants).

EBSA filing schedule strip

Filing strip 822400416 · Vali Incorporated PY 2022 · 401(k)

Vali 401(k) Plan · $11M · 130 · 66th

  • PCT $11M
  • EIN 130
  • RANK 66th
  • PHOTO 401(k)
  • IND near Pinney Associates, Inc. 401(k) Profit Sharing Plan
  • EOY ind #14060

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 Alabama →

Vali 401(k) Plan in the asset neighbourhood

Vali 401(k) Plan$11MPinney Associates, Inc. 401(k) Profit Sharing PlanPinney Associates, Inc. 401(…$11MMonarch Landscape Companies 401(k) PlanMonarch Landscape Companies …$11MWestfalia Technologies, Inc. Savings PlanWestfalia Technologies, Inc.…$11MSpokane Digestive Disease Center P.S. 401(k) Profit Sharing PlanSpokane Digestive Disease Ce…$11M
End-of-year total assets ($M) among Vali 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN822400416
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vali Incorporated)

Sponsor-wide plan assets over time

All Vali Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$16M 45.96956222702737% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.7M $15.6M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 130 $11M
2023 1 164 $13M
2024 1 203 $16M

Nearby 401(k) Plans in Alabama

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

Vali 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Vali 401(k) Plan, Total assets ($B): 0.010690861 · Participants: 130Vali 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Vali 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Vali 401(k) Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Pinney Associates, Inc. 401(k) Profit Sharing Plan in MD ($11M); by covered participants it is Dermarite Industries LLC 401(k) Plan in NJ (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Vali 401(k) Plan assets move in 2022? ▼
Vali 401(k) Plan surged - up 52.3% during 2022, from $7M to $11M. Reported net income was -$1M.
How have Vali Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vali Incorporated's sponsor-wide assets grew 46.0%, from $11M to $16M.
Which 401(k) plans are similar in size to Vali 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pinney Associates, Inc. 401(k) Profit Sharing Plan in MD ($11M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Vali 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dermarite Industries LLC 401(k) Plan in NJ (130 participants, $938K 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 822400416.

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.