401(k) · DOL Form 5500 · 2022

Valco Instruments Company, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
355
Participants Below avg headcount
84th
Percentile by assets National rank
$97,143
Avg per participant Below avg balance/head
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Official DOL plan name: Valco Instruments Restated Profit Sharing Plan Trust · Sponsored by Valco Instruments Company, Inc. · Texas · Manufacturing

$34M in assets, 355 participants

Valco Instruments Company, Inc.'s Valco Instruments Restated Profit Sharing Plan Trust reported $34M in total assets and 355 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #16,003 in Manufacturing (20,602 peers)

Where Valco Instruments Restated Profit Sharing Plan Trust sits by assets

Valco Instruments Restated Profit Sharing Plan Trust sits in the top quartile of all filed plans by assets, $34M for 355 participants (~$97,143/participant), up 12.1% in 2022.

#16,003
in Manufacturing (20,602 peers)
+12.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Valco Instruments Restated Profit Sharing Plan Trust's outsized position by total assets

Valco Instruments Restated Profit Sharing Plan Trust vs every filed plan by assets

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

$34,485,651 Top 16% higher than 84% 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

Valco Instruments Restated Profit Sharing Plan Trust 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. Valco Instruments Restated Profit Sharing Plan Trust sits mid-pack in the medium band (355 participants).

DOL schedule card

Filing strip 043836923 · Valco Instruments Company, Inc. PY 2022 · 401(k)

Valco Instruments Restated Profit Sharing Plan Trust · $34M · 355 · 84th

  • TYPE $34M
  • NET 355
  • BOOK 84th
  • VS-ST 401(k)
  • BOY near Penta Research, Inc. 401(k) Plan
  • SCH ind #16003

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 Texas →

Valco Instruments Restated Profit Sharing Plan Trust in the asset neighbourhood

Valco Instruments Restated Profit Sharing Plan TrustValco Instruments Restated P…$34MPenta Research, Inc. 401(k) PlanPenta Research, Inc. 401(k) …$34MA Place for Mom, Inc. 401(k) PlanA Place for Mom, Inc. 401(k)…$34MPacific Langham 401(k) Plan$34MAltuglas LLC 401(k) Plan$34M
End-of-year total assets ($M) among Valco Instruments Restated Profit Sharing Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN043836923
Plan Effective Date1977-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Valco Instruments Company, Inc.)

Sponsor-wide plan assets over time

All Valco Instruments Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 37.616256686005435% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.5M $47.5M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 355 $34M
2023 1 328 $42M
2024 1 336 $47M

Nearby 401(k) Plans in Texas

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

Valco Instruments Restated Profit Sharing Plan Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Valco Instruments Restated Profit Sharing Plan Trust, Total assets ($B): 0.034485651 · Participants: 355Valco Instruments Restated Profit Sharing Plan TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Valco Instruments Restated Profit Sharing Plan Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Valco Instruments Restated Profit Sharing Plan Trust side-by-side with 3 peers →

Valco Instruments Restated Profit Sharing Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Penta Research, Inc. 401(k) Plan in AL ($34M); by covered participants it is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (355 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (355 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 Valco Instruments Restated Profit Sharing Plan Trust assets move in 2022? ▼
Valco Instruments Restated Profit Sharing Plan Trust grew at a solid clip - up 12.1% during 2022, from $31M to $34M. Reported net income was $5M.
How have Valco Instruments Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valco Instruments Company, Inc.'s sponsor-wide assets grew 37.6%, from $34M to $47M.
Where does Valco Instruments Restated Profit Sharing Plan Trust rank by assets among Form 5500 filers? ▼
Valco Instruments Restated Profit Sharing Plan Trust ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Valco Instruments Restated Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is Penta Research, Inc. 401(k) Plan in AL ($34M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Valco Instruments Restated Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (355 participants, $87K 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 043836923.

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.