401(k) · DOL Form 5500 · 2023

Valley Custom Window Fashions, Inc. 401(k) Plan

Data updated 2026-08-25

$222K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$221,565
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan · Sponsored by Valley Custom Window Fashions, Inc. · Massachusetts · Retail Trade

$222K in assets, 1 participants

Valley Custom Window Fashions, Inc.'s Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan reported $222K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,566 in Retail Trade (8,414 peers)

2023 asset change

Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan grew at a solid clip 8.8% in 2023 ($204K → $222K) for 1 participant.

#1,566
in Retail Trade (8,414 peers)
+8.8%
assets growth YoY

Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$221,565 11th percentile higher than 11% 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 Custom Window Fashions, Inc. 401(k) Profit Sharing 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 Custom Window Fashions, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan reported net income fell from $64K in the plan year 2022 filing to $18K in the plan year 2023 filing.
  • Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $204K in the plan year 2022 filing to $222K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 843514480 · Valley Custom Window Fashions, Inc. PY 2023 · 401(k)

Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan · $222K · 1 · 11th

  • SCH $222K
  • SCH 1
  • SCH 11th
  • SCH 401(k)
  • SCH near Doane Diversified, Inc 401(k) Profit Sharing Plan
  • SCH ind #1566

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 Massachusetts →

Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Valley Custom Window Fashions, Inc. 401(k) Profit Sharing PlanValley Custom Window Fashion…$222KDoane Diversified, Inc 401(k) Profit Sharing PlanDoane Diversified, Inc 401(k…$222KIota Family Pharmacy Investment PlanIota Family Pharmacy Investm…$222KDiamond Peo LLC 401(k) Profit Sharing Plan & TrustDiamond Peo LLC 401(k) Profi…$222KJersey Peach Hospitality, Inc. 401(k) PlanJersey Peach Hospitality, In…$222K
End-of-year total assets ($M) among Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Valley Custom Window Fashions, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Valley Custom Window Fashions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$212K 3.925449366466948% vs 2022
2024 filing year
$0.19M$0.2M$0.21M$0.22M$0.23M 202220232024 $0.2M $0.21M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 1 $204K
2023 1 1 $222K
2024 1 1 $212K

2023 asset-move particulars

Total Assets (Beginning of Year)$204K
Net Assets (End of Year)$222K
Net Income$18K
Employer EIN843514480
Plan Effective Date2019-10-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000221565 · Participants: 1Valley Custom Window Fashions, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Doane Diversified, Inc 401(k) Profit Sharing Plan in CT ($222K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Custom Window Fashions, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.8% during 2023, from $204K to $222K. Reported net income was $18K.
How have Valley Custom Window Fashions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Custom Window Fashions, Inc.'s sponsor-wide assets grew 3.9%, from $204K to $212K.
Where does Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan ranks in the 11th 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 Custom Window Fashions, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Doane Diversified, Inc 401(k) Profit Sharing Plan in CT ($222K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 843514480.

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.