401(k) · DOL Form 5500 · 2023

Valley Bird, Inc 401(k) Plan

Data updated 2026-08-25

$103K
Total assets Small plan by assets: 2
Participants Small participant base: 7th
Percentile by assets National rank: $51,426
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Valley Bird, Inc 401(k) Plan · Sponsored by Valley Bird, Inc · Arizona · Administrative & Support Services

$103K in assets, 2 participants

Valley Bird, Inc's Valley Bird, Inc 401(k) Plan reported $103K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

#680 in Administrative & Support Services (4,372 peers)

Valley Bird, Inc multi-year trail

Valley Bird, Inc's plans moved +87.2% in assets from 2022 to 2024; this filing shows Valley Bird, Inc 401(k) Plan at $103K / 2 participants.

#680
in Administrative & Support Services (4,372 peers): +154.4%
assets growth YoY

Valley Bird, Inc 401(k) Plan among the smaller filed plans by assets

Valley Bird, Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$102,852 7th percentile higher than 7% 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 Bird, Inc 401(k) 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 Bird, Inc 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Valley Bird, Inc 401(k) Plan end-of-year assets rose from $40K in the plan year 2022 filing to $103K in the plan year 2023 filing.
Valley Bird, Inc 401(k) Plan reported net income rose from $40K in the plan year 2022 filing to $62K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 880953637 · Valley Bird, Inc PY 2023 · 401(k)

Valley Bird, Inc 401(k) Plan · $103K · 2 · 7th

5500 $103K
5500 2
5500 7th
5500 401(k)
5500 near Staub Investments Inc. 401(k) Plan
5500 ind #680

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 Administrative & Support Services retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among Valley Bird, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Valley Bird, Inc multi-year asset trail

Latest sponsor-wide plan assets: $76K 87.20878468615521% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$40K
2023	1	2	$103K
2024	1	2	$76K

Valley Bird, Inc filing trail (2023)

Total Assets (Beginning of Year)	$40K
Net Assets (End of Year)	$103K
Net Income	$62K
Employer EIN	880953637
Plan Effective Date	2022-02-23
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Valley Bird, Inc 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Valley Bird, Inc 401(k) Plan side-by-side with 3 peers →

Valley Bird, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Staub Investments Inc. 401(k) Plan in OK ($103K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($103K here).

Staub Investments Inc. 401(k) Plan (OK) $103K · 1
Green Dragonfly, Inc. 401(k) Profit Sharing Plan (CO) $103K · 2
Careerheaven, Inc. 401(k) Plan (NV) $103K · 1
Richardson Unlimited Inc. 401(k) Plan (SC) $103K · 3

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Valley Bird, Inc 401(k) Plan assets move in 2023? ▼

Valley Bird, Inc 401(k) Plan surged - up 154.4% during 2023, from $40K to $103K. Reported net income was $62K.

How have Valley Bird, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Valley Bird, Inc's sponsor-wide assets grew 87.2%, from $40K to $76K.

Where does Valley Bird, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼

Valley Bird, Inc 401(k) Plan ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Valley Bird, Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Staub Investments Inc. 401(k) Plan in OK ($103K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Valley Bird, Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 880953637.