401(k) · DOL Form 5500 · 2022

Valo Health Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
166
Participants Small participant base
62nd
Percentile by assets National rank
$52,136
Avg per participant Low balance/head
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Official DOL plan name: Valo Health Retirement Saving Plan · Sponsored by Valo Health Inc. · Massachusetts · Professional & Technical Services

$9M in assets, 166 participants

Valo Health Inc.'s Valo Health Retirement Saving Plan reported $9M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,013 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Valo Health Retirement Saving Plan covers 166 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#13,013
in Professional & Technical Services (21,562 peers)
+36.9%
assets growth YoY

Valo Health Retirement Saving Plan's mid-pack asset rank among Professional & Technical Services and all filers

Valo Health Retirement Saving Plan vs every filed plan by assets

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

$8,654,637 Top 38% higher than 62% 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

Valo Health Retirement Saving 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. Valo Health Retirement Saving Plan sits mid-pack in the medium band (166 participants).

Form 5500 schedule snapshot

Filing strip 832616304 · Valo Health Inc. PY 2022 · 401(k)

Valo Health Retirement Saving Plan · $9M · 166 · 62nd

  • EOY $9M
  • EOY 166
  • EOY 62nd
  • EOY 401(k)
  • EOY near Toxstrategies 401(k) Plan
  • EOY ind #13013

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Valo Health Retirement Saving Plan in the asset neighbourhood

Valo Health Retirement Saving PlanValo Health Retirement Savin…$9MToxstrategies 401(k) Plan$9MYoung Truck Sales, Inc. 401 (K) PlanYoung Truck Sales, Inc. 401 …$9MWoodlands Bank Retirement and Investment PlanWoodlands Bank Retirement an…$9MHattiesburg Medical Park Management Retirement Savings PlanHattiesburg Medical Park Man…$9M
End-of-year total assets ($M) among Valo Health Retirement Saving Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN832616304
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valo Health Inc.)

Sponsor-wide plan assets over time

All Valo Health Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 50.54024796187292% vs 2022
2023 filing year
$8M$10M$12M$14M 20222023 $8.65M $13M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 166 $9M
2023 1 150 $13M

Nearby 401(k) Plans in Massachusetts

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

Valo Health Retirement Saving Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Valo Health Retirement Saving Plan, Total assets ($B): 0.008654637 · Participants: 166Valo Health Retirement Saving PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Valo Health Retirement Saving Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Valo Health Retirement Saving Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Toxstrategies 401(k) Plan in TX ($9M); by covered participants it is Client Solution Architects, LLC 401(k) Plan in PA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Valo Health Retirement Saving Plan assets move in 2022?
Valo Health Retirement Saving Plan surged - up 36.9% during 2022, from $6M to $9M. Reported net income was $2M.
How have Valo Health Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Valo Health Inc.'s sponsor-wide assets grew 50.5%, from $9M to $13M.
Which 401(k) plans are similar in size to Valo Health Retirement Saving Plan?
Among 401(k) plans in other states, the closest by assets is Toxstrategies 401(k) Plan in TX ($9M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Valo Health Retirement Saving Plan?
Among 401(k) plans in other states, the closest by covered participants is Client Solution Architects, LLC 401(k) Plan in PA (166 participants, N/A in assets).