401(k) · DOL Form 5500 · 2023

VALLEYLIFE 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
360
Participants Below avg headcount
49th
Percentile by assets National rank
$17,276
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Valleylife · Sponsored by VALLEYLIFE · Arizona · Healthcare & Social Assistance

$6M in assets, 360 participants

VALLEYLIFE's 403(b) Thrift Plan of Valleylife reported $6M in total assets and 360 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,455 in Healthcare & Social Assistance (17,684 peers)

VALLEYLIFE multi-year trail

VALLEYLIFE's plans moved +28.9% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Valleylife at $6M / 360 participants.

#9,455
in Healthcare & Social Assistance (17,684 peers)
+15.5%
assets growth YoY

403(b) Thrift Plan of Valleylife's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Valleylife vs every filed plan by assets

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

$6,219,209 49th percentile higher than 49% 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

403(b) Thrift Plan of Valleylife 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. 403(b) Thrift Plan of Valleylife sits mid-pack in the medium band (360 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Valleylife reported net income rose from -$627K in the plan year 2022 filing to $836K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Valleylife end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Valleylife reported participants rose from 321 in the plan year 2022 filing to 360 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860135840 · VALLEYLIFE PY 2023 · 401(k)

403(b) Thrift Plan of Valleylife · $6M · 360 · 49th

  • EIN $6M
  • EIN 360
  • EIN 49th
  • EIN 401(k)
  • EIN near Purecoat International, LLC 401(k) Plan
  • EIN ind #9455

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

403(b) Thrift Plan of Valleylife in the asset neighbourhood

403(b) Thrift Plan of Valleylife403(b) Thrift Plan of Valley…$6MPurecoat International, LLC 401(k) PlanPurecoat International, LLC …$6MPediatric Services of Springfield, Inc. 401(k) Profit Sharing PlanPediatric Services of Spring…$6MThe Mcgregor Retirement Savings PlanThe Mcgregor Retirement Savi…$6MFamily Service of S. a. 401(k) PlanFamily Service of S. a. 401(…$6M
End-of-year total assets ($M) among 403(b) Thrift Plan of Valleylife and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

VALLEYLIFE multi-year asset trail

Sponsor-wide plan assets over time

All VALLEYLIFE plans reported in each filing year

Latest sponsor-wide plan assets
$7M 28.932229347075427% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.4M $6.97M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 321 $5M
2023 1 360 $6M
2024 1 405 $7M

VALLEYLIFE filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$836K
Employer EIN860135840
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

403(b) Thrift Plan of Valleylife vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants 403(b) Thrift Plan of Valleylife, Total assets ($B): 0.006219209 · Participants: 360403(b) Thrift Plan of ValleylifeBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
403(b) Thrift Plan of Valleylife vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare 403(b) Thrift Plan of Valleylife side-by-side with 3 peers →

403(b) Thrift Plan of Valleylife's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Purecoat International, LLC 401(k) Plan in FL ($6M); by covered participants it is Johanson Dielectrics, Inc. 401(k) Retirement Plan in CA (360 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (360 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 403(b) Thrift Plan of Valleylife assets move in 2023? ▼
403(b) Thrift Plan of Valleylife grew sharply - up 15.5% during 2023, from $5M to $6M. Reported net income was $836K.
How have VALLEYLIFE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), VALLEYLIFE's sponsor-wide assets grew 28.9%, from $5M to $7M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Valleylife? ▼
Among 401(k) plans in other states, the closest by assets is Purecoat International, LLC 401(k) Plan in FL ($6M, 115 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Valleylife? ▼
Among 401(k) plans in other states, the closest by covered participants is Johanson Dielectrics, Inc. 401(k) Retirement Plan in CA (360 participants, $10M 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 860135840.

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.