401(k) · DOL Form 5500 · 2023

Valence Media, LLC. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size: 86
Participants Small participant base: 82nd
Percentile by assets National rank: $415,778
Avg per participant High balance/head

Official DOL plan name: Valence Media, LLC 401(k) Plan · Sponsored by Valence Media, LLC. · California · Retail Trade

$36M in assets, 86 participants

Valence Media, LLC.'s Valence Media, LLC 401(k) Plan reported $36M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

#7,530 in Retail Trade (8,414 peers)

Where Valence Media, LLC 401(k) Plan sits by assets

Valence Media, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 86 participants (~$415,778/participant), down 19.5% in 2023.

#7,530
in Retail Trade (8,414 peers): -19.5%
assets change YoY: 0.4×
vs typical plan assets (national mean)

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.

Valence Media, LLC 401(k) Plan's outsized position by total assets

Valence Media, LLC 401(k) Plan vs every filed plan by assets

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

$35,756,889 Top 18% higher than 82% 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

Valence Media, LLC 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. Valence Media, LLC 401(k) Plan is a small filing (86 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 843690657 · Valence Media, LLC. PY 2023 · 401(k)

Valence Media, LLC 401(k) Plan · $36M · 86 · 82nd

PCT $36M
PCT 86
PCT 82nd
PCT 401(k)
PCT near National Machine Group 401(k) Savings Plan
PCT ind #7530

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 Retail Trade retirement plans → · Plans in California →

End-of-year total assets ($M) among Valence Media, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$44M
Net Assets (End of Year)	$36M
Net Income	-$1M
Employer EIN	843690657
Plan Effective Date	2012-09-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Valence Media, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Valence Media, LLC 401(k) Plan side-by-side with 3 peers →

Valence Media, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is National Machine Group 401(k) Savings Plan in OH ($36M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

National Machine Group 401(k) Savings Plan (OH) $36M · 346
Alpha Analytical, Inc. 401(k) Profit Sharing Plan (MA) $36M · 816
Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust (OR) $36M · 196
Federal International, Inc. 401(k) Retirement Plan (MO) $36M · 450

Similar participant headcount

Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.

Digestive Health Clinic, LLC 401(k) Profit Sharing Plan (ID) 86 · 0 off
U.S. Bottlers 401(k) Profit Sharing Plan (NC) 86 · 0 off
Spectraserv, Inc. 401(k) and Profit Sharing Plan (NJ) 86 · 0 off
The Titan Industrial Corporation Profit Sharing Plan (MD) 86 · 0 off

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 Valence Media, LLC 401(k) Plan assets move in 2023? ▼

Valence Media, LLC 401(k) Plan declined sharply - down 19.5% during 2023, from $44M to $36M. Reported net income was -$1M.

Where does Valence Media, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Valence Media, LLC 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Valence Media, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is National Machine Group 401(k) Savings Plan in OH ($36M, 346 participants).

Which 401(k) plans cover a similar participant headcount to Valence Media, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M 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 843690657.