401(k) · DOL Form 5500 · 2022

Mon-Vale Health Resources, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
159
Participants Small participant base
42nd
Percentile by assets National rank
$20,745
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mon-Vale 401(k) Savings Plan · Sponsored by Mon-Vale Health Resources, Inc. · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 159 participants

Mon-Vale Health Resources, Inc.'s Mon-Vale 401(k) Savings Plan reported $3M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,312 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Mon-Vale 401(k) Savings Plan covers 159 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#9,312
in Healthcare & Social Assistance (20,060 peers)
-25.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mon-Vale 401(k) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mon-Vale 401(k) Savings Plan vs every filed plan by assets

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

$3,298,524 42nd percentile higher than 42% 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

Mon-Vale 401(k) Savings 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. Mon-Vale 401(k) Savings Plan sits mid-pack in the medium band (159 participants).

DOL schedule card

Filing strip 251426999 · Mon-Vale Health Resources, Inc. PY 2022 · 401(k)

Mon-Vale 401(k) Savings Plan · $3M · 159 · 42nd

  • IND $3M
  • IND 159
  • IND 42nd
  • IND 401(k)
  • IND near Gelfand and Gelfand, a Law Corporation 401(k) Profit Sharing Plan
  • IND ind #9312

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 Pennsylvania →

Mon-Vale 401(k) Savings Plan in the asset neighbourhood

Mon-Vale 401(k) Savings Plan$3MGelfand and Gelfand, a Law Corporation 401(k) Profit Sharing PlanGelfand and Gelfand, a Law C…$3MCasa De Cadillac 401(k) Profit Sharing PlanCasa De Cadillac 401(k) Prof…$3MPremium Brands Holdings Corporation Retirement PlanPremium Brands Holdings Corp…$3M401(k) Profit Sharing Plan for Employees of Productive Alternatives, Inc.401(k) Profit Sharing Plan f…$3M
End-of-year total assets ($M) among Mon-Vale 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN251426999
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mon-Vale Health Resources, Inc.)

Sponsor-wide plan assets over time

All Mon-Vale Health Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 20.423255977522068% vs 2022
2023 filing year
$3M$3.5M$4M$4.5M 20222023 $3.3M $3.97M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 159 $3M
2023 1 91 $4M

Nearby 401(k) Plans in Pennsylvania

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

Mon-Vale 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Mon-Vale 401(k) Savings Plan, Total assets ($B): 0.003298524 · Participants: 159Mon-Vale 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Mon-Vale 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Mon-Vale 401(k) Savings Plan side-by-side with 3 peers →

Mon-Vale 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Gelfand and Gelfand, a Law Corporation 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Mon-Vale 401(k) Savings Plan assets move in 2022? ▼
Mon-Vale 401(k) Savings Plan declined sharply - down 25.6% during 2022, from $4M to $3M. Reported net income was -$1M.
How have Mon-Vale Health Resources, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mon-Vale Health Resources, Inc.'s sponsor-wide assets grew 20.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Mon-Vale 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gelfand and Gelfand, a Law Corporation 401(k) Profit Sharing Plan in CA ($3M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Mon-Vale 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (159 participants, $171K 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 251426999.

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.