401(k) · DOL Form 5500 · 2023
Valeo Financial Advisors, LLC 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 159
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $139,615
- Avg per participant Near avg balance/head
Official DOL plan name: Valeo Financial Advisors, LLC Retirement Plan · Sponsored by Valeo Financial Advisors, LLC · Indiana · Finance & Insurance
$22M in assets, 159 participants
Valeo Financial Advisors, LLC's Valeo Financial Advisors, LLC Retirement Plan reported $22M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #5,469 in Finance & Insurance (8,869 peers)
Coverage in Indiana
Valeo Financial Advisors, LLC Retirement Plan covers 159 participants in Indiana, about 29% of the average Indiana filer (state average ~541 per filing). Assets: $22M.
- #5,469
- in Finance & Insurance (8,869 peers)
- +40.1%
- assets growth YoY
Valeo Financial Advisors, LLC Retirement Plan's outsized position by total assets
Valeo Financial Advisors, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,198,713 Top 26% higher than 74% 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
Valeo Financial Advisors, LLC Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valeo Financial Advisors, LLC Retirement Plan sits mid-pack in the medium band (159 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Valeo Financial Advisors, LLC Retirement Plan reported net income rose from -$831K in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Valeo Financial Advisors, LLC Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Valeo Financial Advisors, LLC Retirement Plan reported participants rose from 132 in the plan year 2022 filing to 159 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 030519130 · Valeo Financial Advisors, LLC PY 2023 · 401(k)
Valeo Financial Advisors, LLC Retirement Plan · $22M · 159 · 74th
- 5500 $22M
- 5500 159
- 5500 74th
- 5500 401(k)
- 5500 near Kalix Retirement Plan
- 5500 ind #5469
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 Finance & Insurance retirement plans → · Plans in Indiana →
Valeo Financial Advisors, LLC Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $6M |
| Employer EIN | 030519130 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valeo Financial Advisors, LLC)
Sponsor-wide plan assets over time
All Valeo Financial Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 79.57900316379578% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 132 | $16M |
| 2023 | 1 | 159 | $22M |
| 2024 | 1 | 151 | $28M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Valeo Financial Advisors, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Kalix Retirement Plan in ND ($22M); by covered participants it is Visiting Angels 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Kalix Retirement Plan (ND) $22M · 279
- Geiger Ready-Mix Co., Inc. 401(k) Profit Sharing Plan (KS) $22M · 241
- Nudo Products, Inc. 401(k) Plan (IL) $22M · 285
- Creative Financial Staffing 401(k) Plan (MA) $22M · 887
Similar participant headcount
Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.
- Visiting Angels 401(k) Plan (PA) 159 · 0 off
- Citizens Bank & Trust Retirement Benefits Plan (MO) 159 · 0 off
- Piedmont Hardware Brands 401(k) Plan (NJ) 159 · 0 off
- Tellurian Services 401(k) Retirement Plan (TX) 159 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.