Other · DOL Form 5500 · 2022
Valley Opportunity Council, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 243
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $25,567
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Valley Opportunity Council, Inc. · Sponsored by Valley Opportunity Council, Inc. · Massachusetts · Healthcare & Social Assistance
$6M in assets, 243 participants
Valley Opportunity Council, Inc.'s 403(b) Thrift Plan of Valley Opportunity Council, Inc. reported $6M in total assets and 243 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #12,226 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
403(b) Thrift Plan of Valley Opportunity Council, Inc. covers 243 participants in Massachusetts, about 37% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.
- #12,226
- in Healthcare & Social Assistance (20,060 peers)
- -1.5%
- assets change YoY
The plan reported a net loss of $95K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of Valley Opportunity Council, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Valley Opportunity Council, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,212,713 Top 45% higher than 55% 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 Valley Opportunity Council, Inc. 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 Valley Opportunity Council, Inc. sits mid-pack in the medium band (243 participants).
Published 5500 schedule card
Filing strip 042692763 · Valley Opportunity Council, Inc. PY 2022 · Other
403(b) Thrift Plan of Valley Opportunity Council, Inc. · $6M · 243 · 55th
- EOY $6M
- 5500 243
- ASSETS 55th
- PCT Other
- EIN near The Places for People Inc. Employees Retirement Plan
- RANK ind #12226
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 Massachusetts →
403(b) Thrift Plan of Valley Opportunity Council, Inc. in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$95K |
| Employer EIN | 042692763 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Opportunity Council, Inc.)
Sponsor-wide plan assets over time
All Valley Opportunity Council, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 31.203903994921383% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 243 | $6M |
| 2023 | 1 | 297 | $7M |
| 2024 | 1 | 368 | $8M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
403(b) Thrift Plan of Valley Opportunity Council, Inc.'s out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Places for People Inc. Employees Retirement Plan in MO ($6M); by covered participants it is The Ctc Academy, Inc. 403(b) Plan in NJ (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.
- The Ctc Academy, Inc. 403(b) Plan (NJ) 243 · 0 off
- Greenwich Academy Inc Defined Contribution Retirement Plan (CT) 243 · 0 off
- Miami City Ballet 403(b) Plan (FL) 243 · 0 off
- Village on the Isle Retirement Plan (FL) 243 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.