401(k) · DOL Form 5500 · 2022

Valence Surface Technologies 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
946
Participants Near avg headcount
78th
Percentile by assets National rank
$22,151
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valence Surface Technologies 401(k) Plan · Sponsored by Valence Surface Technologies · Texas · Manufacturing

$21M in assets, 946 participants

Valence Surface Technologies's Valence Surface Technologies 401(k) Plan reported $21M in total assets and 946 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,234 in Manufacturing (20,602 peers)

Where Valence Surface Technologies 401(k) Plan sits by assets

Valence Surface Technologies 401(k) Plan sits in the top quartile of all filed plans by assets, $21M for 946 participants (~$22,151/participant), down 15.8% in 2022.

#14,234
in Manufacturing (20,602 peers)
-15.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valence Surface Technologies 401(k) Plan's outsized position by total assets

Valence Surface Technologies 401(k) Plan vs every filed plan by assets

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

$20,954,549 Top 22% higher than 78% 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

Valence Surface Technologies 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. Valence Surface Technologies 401(k) Plan sits mid-pack in the medium band (946 participants).

Published 5500 schedule card

Filing strip 474359966 · Valence Surface Technologies PY 2022 · 401(k)

Valence Surface Technologies 401(k) Plan · $21M · 946 · 78th

  • TYPE $21M
  • NET 946
  • BOOK 78th
  • VS-ST 401(k)
  • BOY near Key Environmental Inc 401(k) Profit Sharing Plan
  • SCH ind #14234

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 Manufacturing retirement plans → · Plans in Texas →

Valence Surface Technologies 401(k) Plan in the asset neighbourhood

Key Environmental Inc 401(k) Profit Sharing PlanKey Environmental Inc 401(k)…$21MMerced Faculty Associates Medical Group, Inc. 401(k) Profit Sharing PlanMerced Faculty Associates Me…$21MValence Surface Technologies 401(k) PlanValence Surface Technologies…$21MSwat 401(k) Plan$21MBti360 401(k) Plan$21M
End-of-year total assets ($M) among Valence Surface Technologies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN474359966
Plan Effective Date2018-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valence Surface Technologies)

Sponsor-wide plan assets over time

All Valence Surface Technologies plans reported in each filing year

Latest sponsor-wide plan assets
$28M 34.83359627544358% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21M $28.3M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 946 $21M
2023 1 1,016 $25M
2024 1 1,098 $28M

Nearby 401(k) Plans in Texas

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

Valence Surface Technologies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Valence Surface Technologies 401(k) Plan, Total assets ($B): 0.020954549 · Participants: 946Valence Surface Technologies 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Valence Surface Technologies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Valence Surface Technologies 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Key Environmental Inc 401(k) Profit Sharing Plan in PA ($21M); by covered participants it is Rocket Software, Inc. 401(k) Plan in MA (946 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (946 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 Valence Surface Technologies 401(k) Plan assets move in 2022? ▼
Valence Surface Technologies 401(k) Plan declined sharply - down 15.8% during 2022, from $25M to $21M. Reported net income was -$4M.
How have Valence Surface Technologies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valence Surface Technologies's sponsor-wide assets grew 34.8%, from $21M to $28M.
Where does Valence Surface Technologies 401(k) Plan rank by assets among Form 5500 filers? ▼
Valence Surface Technologies 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Valence Surface Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Key Environmental Inc 401(k) Profit Sharing Plan in PA ($21M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Valence Surface Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rocket Software, Inc. 401(k) Plan in MA (946 participants, $186M 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 474359966.

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.