Other · DOL Form 5500 · 2022

Valeo Home Healthcare Services, LLC Retirement Plan

Data updated 2026-08-25

$754K
Total assets Small plan by assets
92
Participants Small participant base
22nd
Percentile by assets National rank
$8,193
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Valeo Home Health and Hospice 401(k) Plan · Sponsored by Valeo Home Healthcare Services, LLC · Utah · Healthcare & Social Assistance

$754K in assets, 92 participants

Valeo Home Healthcare Services, LLC's Valeo Home Health and Hospice 401(k) Plan reported $754K in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,731 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Valeo Home Health and Hospice 401(k) Plan surged 428.9% in 2022 ($143K → $754K) for 92 participants.

#3,731
in Healthcare & Social Assistance (20,060 peers)
+428.9%
assets growth YoY

Valeo Home Health and Hospice 401(k) Plan among the smaller filed plans by assets

Valeo Home Health and Hospice 401(k) Plan vs every filed plan by assets

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

$753,767 22nd percentile higher than 22% 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

Valeo Home Health and Hospice 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valeo Home Health and Hospice 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 451772032 · Valeo Home Healthcare Services, LLC PY 2022 · Other

Valeo Home Health and Hospice 401(k) Plan · $754K · 92 · 22nd

  • BOOK $754K
  • BOOK 92
  • BOOK 22nd
  • BOOK Other
  • BOOK near Feeding America Tampa Bay 403(b) Plan
  • BOOK ind #3731

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 Utah →

Valeo Home Health and Hospice 401(k) Plan in the asset neighbourhood

Integrated Living Srv. 403(b) Retirement PlanIntegrated Living Srv. 403(b…$756KValeo Home Health and Hospice 401(k) PlanValeo Home Health and Hospic…$754KFeeding America Tampa Bay 403(b) PlanFeeding America Tampa Bay 40…$753KPortsmouth Christian Academy 403(b) Pntsa PlanPortsmouth Christian Academy…$755KSustainable Food Center$752K
End-of-year total assets ($M) among Valeo Home Health and Hospice 401(k) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$143K
Net Assets (End of Year)$754K
Net Income$611K
Employer EIN451772032
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Utah

Peer Other plans, same state, same plan type, ranked by total assets.

Valeo Home Health and Hospice 401(k) Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1000100200300 Total assets ($M) Participants Valeo Home Health and Hospice 401(k) Plan, Total assets ($M): 0.753767 · Participants: 92Valeo Home Health and Hospice 401(k) PlanIntermountain Healthcare Tax Deferred Savings 403(b) Plan, Total assets ($M): 262.396 · Participants: 38547Intermountain Healthcare Tax Deferred Savings 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 182.484855 · Participants: 6755Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 88.172529 · Participants: 1774Intermountain Ironworkers' Tax Deferral PlanWestminster College Defined Contribution Retirement Plan, Total assets ($M): 79.368833 · Participants: 349Westminster College Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 36.16094 · Participants: 200Children's Miracle Network 403(b) Plan
Valeo Home Health and Hospice 401(k) Plan vs. nearby Other plans in Utah, assets vs. participants
Compare Valeo Home Health and Hospice 401(k) Plan side-by-side with 3 peers →

Valeo Home Health and Hospice 401(k) Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Feeding America Tampa Bay 403(b) Plan in FL ($753K); by covered participants it is Quality Progressions 403(b) Plan in PA (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($754K here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Valeo Home Health and Hospice 401(k) Plan assets move in 2022? ▼
Valeo Home Health and Hospice 401(k) Plan surged - up 428.9% during 2022, from $143K to $754K. Reported net income was $611K.
Where does Valeo Home Health and Hospice 401(k) Plan rank by assets among Form 5500 filers? ▼
Valeo Home Health and Hospice 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Valeo Home Health and Hospice 401(k) Plan? ▼
Among Other plans in other states, the closest by assets is Feeding America Tampa Bay 403(b) Plan in FL ($753K, 158 participants).
Which Other plans cover a similar participant headcount to Valeo Home Health and Hospice 401(k) Plan? ▼
Among Other plans in other states, the closest by covered participants is Quality Progressions 403(b) Plan in PA (92 participants, $4M 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 451772032.

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.