401(k) · DOL Form 5500 · 2023
Valley Mortgage Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $463,729
- Avg per participant High balance/head
Official DOL plan name: Valley Mortgage Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Valley Mortgage Investments, Inc. · California · Real Estate
$3M in assets, 6 participants
Valley Mortgage Investments, Inc.'s Valley Mortgage Investments, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #2,570 in Real Estate (4,727 peers)
Valley Mortgage Investments, Inc. multi-year trail
Valley Mortgage Investments, Inc.'s plans moved +34.8% in assets from 2022 to 2024; this filing shows Valley Mortgage Investments, Inc. 401(k) Profit Sharing Plan at $3M / 6 participants.
- #2,570
- in Real Estate (4,727 peers)
- +15.2%
- assets growth YoY
Valley Mortgage Investments, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Valley Mortgage Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,782,375 35th percentile higher than 35% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Valley Mortgage Investments, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Mortgage Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Valley Mortgage Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Valley Mortgage Investments, Inc. 401(k) Profit Sharing Plan reported net income rose from $324K in the plan year 2022 filing to $367K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 271342570 · Valley Mortgage Investments, Inc. PY 2023 · 401(k)
Valley Mortgage Investments, Inc. 401(k) Profit Sharing Plan · $3M · 6 · 35th
- SCH $3M
- SCH 6
- SCH 35th
- SCH 401(k)
- SCH near Angelo Andrew Inc. Profit Sharing 401-K Pension Plan
- SCH ind #2570
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 Real Estate retirement plans → · Plans in California →
Valley Mortgage Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Valley Mortgage Investments, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Valley Mortgage Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 34.84905436990145% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $2M |
| 2023 | 1 | 6 | $3M |
| 2024 | 1 | 6 | $3M |
Valley Mortgage Investments, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $367K |
| Employer EIN | 271342570 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Valley Mortgage Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Angelo Andrew Inc. Profit Sharing 401-K Pension Plan in NY ($3M); by covered participants it is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.