401(k) · DOL Form 5500 · 2023
Val Holdings, Inc 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $254,074
- Avg per participant Above avg balance/head
Official DOL plan name: Val Holdings, Inc. Profit Sharing and 401(k) Plan · Sponsored by Val Holdings, Inc · New Jersey · Construction
$8M in assets, 30 participants
Val Holdings, Inc's Val Holdings, Inc. Profit Sharing and 401(k) Plan reported $8M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #4,617 in Construction (9,030 peers)
2023 asset change
Val Holdings, Inc. Profit Sharing and 401(k) Plan grew sharply 15.3% in 2023 ($7M → $8M) for 30 participants.
- #4,617
- in Construction (9,030 peers)
- +15.3%
- assets growth YoY
Val Holdings, Inc. Profit Sharing and 401(k) Plan's mid-pack asset rank among Construction and all filers
Val Holdings, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,622,225 Top 47% higher than 53% 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
Val Holdings, Inc. Profit Sharing and 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Val Holdings, Inc. Profit Sharing and 401(k) Plan is a small filing (30 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Val Holdings, Inc. Profit Sharing and 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Val Holdings, Inc. Profit Sharing and 401(k) Plan reported participants fell from 41 in the plan year 2022 filing to 30 in the plan year 2023 filing.
- Val Holdings, Inc. Profit Sharing and 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 452306687 · Val Holdings, Inc PY 2023 · 401(k)
Val Holdings, Inc. Profit Sharing and 401(k) Plan · $8M · 30 · 53rd
- BOOK $8M
- VS-ST 30
- BOY 53rd
- SCH 401(k)
- EBSA near Playon Sports 401(k) Plan
- PART ind #4617
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 Construction retirement plans → · Plans in New Jersey →
Val Holdings, Inc. Profit Sharing and 401(k) Plan in the asset neighbourhood
Val Holdings, Inc years around the 2023 move
Sponsor-wide plan assets over time
All Val Holdings, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 9.381052384541219% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 41 | $7M |
| 2023 | 1 | 30 | $8M |
| 2024 | 1 | 28 | $7M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 452306687 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Val Holdings, Inc. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Playon Sports 401(k) Plan in GA ($8M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (30 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.