401(k) · DOL Form 5500 · 2023

Valley Cartage Company, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
51
Participants Small participant base
39th
Percentile by assets National rank
$71,428
Avg per participant Below avg balance/head
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Official DOL plan name: Valley Cartage Company, Inc. 401(k) P/S Plan · Sponsored by Valley Cartage Company, Inc. · Wisconsin · Transportation & Warehousing

$4M in assets, 51 participants

Valley Cartage Company, Inc.'s Valley Cartage Company, Inc. 401(k) P/S Plan reported $4M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,292 in Transportation & Warehousing (3,362 peers)

Valley Cartage Company, Inc. multi-year trail

Valley Cartage Company, Inc.'s plans moved +61.5% in assets from 2022 to 2024; this filing shows Valley Cartage Company, Inc. 401(k) P/S Plan at $4M / 51 participants.

#1,292
in Transportation & Warehousing (3,362 peers)
+21.6%
assets growth YoY

Valley Cartage Company, Inc. 401(k) P/S Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Valley Cartage Company, Inc. 401(k) P/S Plan vs every filed plan by assets

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

$3,642,805 39th percentile higher than 39% 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 Cartage Company, Inc. 401(k) P/S 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. Valley Cartage Company, Inc. 401(k) P/S Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Cartage Company, Inc. 401(k) P/S Plan reported net income rose from -$693K in the plan year 2022 filing to $647K in the plan year 2023 filing.
  • Valley Cartage Company, Inc. 401(k) P/S Plan reported participants fell from 272 in the plan year 2022 filing to 51 in the plan year 2023 filing.
  • Valley Cartage Company, Inc. 401(k) P/S Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391358351 · Valley Cartage Company, Inc. PY 2023 · 401(k)

Valley Cartage Company, Inc. 401(k) P/S Plan · $4M · 51 · 39th

  • EOY $4M
  • EOY 51
  • EOY 39th
  • EOY 401(k)
  • EOY near Amvets 401(k) Plan
  • EOY ind #1292

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

Valley Cartage Company, Inc. 401(k) P/S Plan in the asset neighbourhood

Valley Cartage Company, Inc. 401(k) P/S PlanValley Cartage Company, Inc.…$4MAmvets 401(k) Plan$4MVolunteer Materials and Related 401(k) PlanVolunteer Materials and Rela…$4MChairmans Foods, LLC 401(k) PlanChairmans Foods, LLC 401(k) …$4MIdeas to Go, Inc. Profit Sharing PlanIdeas to Go, Inc. Profit Sha…$4M
End-of-year total assets ($M) among Valley Cartage Company, Inc. 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Valley Cartage Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Valley Cartage Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 61.51045494689916% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3M $4.84M ▲ +61.3%
Year Plans Participants Total Assets
2022 1 272 $3M
2023 1 51 $4M
2024 1 60 $5M

Valley Cartage Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$647K
Employer EIN391358351
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Valley Cartage Company, Inc. 401(k) P/S Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Valley Cartage Company, Inc. 401(k) P/S Plan, Total assets ($B): 0.003642805 · Participants: 51Valley Cartage Company, Inc. 401(k) P/S PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Valley Cartage Company, Inc. 401(k) P/S Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Valley Cartage Company, Inc. 401(k) P/S Plan side-by-side with 3 peers →

Valley Cartage Company, Inc. 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Amvets 401(k) Plan in MD ($4M); by covered participants it is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (51 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.

Frequently Asked Questions

How did Valley Cartage Company, Inc. 401(k) P/S Plan assets move in 2023? ▼
Valley Cartage Company, Inc. 401(k) P/S Plan grew sharply - up 21.6% during 2023, from $3M to $4M. Reported net income was $647K.
How have Valley Cartage Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Cartage Company, Inc.'s sponsor-wide assets grew 61.5%, from $3M to $5M.
Which 401(k) plans are similar in size to Valley Cartage Company, Inc. 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amvets 401(k) Plan in MD ($4M, 282 participants).
Which 401(k) plans cover a similar participant headcount to Valley Cartage Company, Inc. 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants, N/A 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 391358351.

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.