401(k) · DOL Form 5500 · 2023

Valley Forms, Inc. 401(k) Plan

Data updated 2026-08-25

$660K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$220,024
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valley Forms, Inc. 401(k) Plan · Sponsored by Valley Forms, Inc. · Illinois · Manufacturing

$660K in assets, 3 participants

Valley Forms, Inc.'s Valley Forms, Inc. 401(k) Plan reported $660K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,578 in Manufacturing (18,722 peers)

2023 asset change

Valley Forms, Inc. 401(k) Plan grew sharply 17.0% in 2023 ($564K → $660K) for 3 participants.

#1,578
in Manufacturing (18,722 peers)
+17.0%
assets growth YoY

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

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

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

$660,073 20th percentile higher than 20% of 127,068 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 2023

Valley Forms, 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 Forms, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Forms, Inc. 401(k) Plan reported net income rose from -$197K in the plan year 2022 filing to $96K in the plan year 2023 filing.
  • Valley Forms, Inc. 401(k) Plan end-of-year assets rose from $564K in the plan year 2022 filing to $660K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362443579 · Valley Forms, Inc. PY 2023 · 401(k)

Valley Forms, Inc. 401(k) Plan · $660K · 3 · 20th

  • SCH $660K
  • SCH 3
  • SCH 20th
  • SCH 401(k)
  • SCH near Zimman's, Inc. 401(k) Plan
  • SCH ind #1578

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 Illinois →

Valley Forms, Inc. 401(k) Plan in the asset neighbourhood

Valley Forms, Inc. 401(k) PlanValley Forms, Inc. 401(k) Pl…$660KZimman's, Inc. 401(k) Plan$660KPrent Puerto Rico Employees' Retirement PlanPrent Puerto Rico Employees'…$660KEl Camaron Pelao, Inc. 401(k) PlanEl Camaron Pelao, Inc. 401(k…$660KCore & More, Inc. 401(k) Plan$660K
End-of-year total assets ($M) among Valley Forms, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Valley Forms, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Valley Forms, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.56M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $564K
2023 1 3 $660K
2024 1 3 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$564K
Net Assets (End of Year)$660K
Net Income$96K
Employer EIN362443579
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Valley Forms, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Valley Forms, Inc. 401(k) Plan, Total assets ($B): 0.000660073 · Participants: 3Valley Forms, Inc. 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Valley Forms, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Valley Forms, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Zimman's, Inc. 401(k) Plan in MA ($660K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($660K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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.

Frequently Asked Questions

How did Valley Forms, Inc. 401(k) Plan assets move in 2023? ▼
Valley Forms, Inc. 401(k) Plan grew sharply - up 17.0% during 2023, from $564K to $660K. Reported net income was $96K.
Where does Valley Forms, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Valley Forms, Inc. 401(k) Plan ranks in the 20th 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 Forms, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zimman's, Inc. 401(k) Plan in MA ($660K, 19 participants).
Which 401(k) plans cover a similar participant headcount to Valley Forms, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 362443579.

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.