401(k) · DOL Form 5500 · 2023

Cafe Valley, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
1,131
Participants Near avg headcount
58th
Percentile by assets National rank
$8,456
Avg per participant Low balance/head
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Official DOL plan name: Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Cafe Valley, Inc. · Arizona · Manufacturing

$10M in assets, 1,131 participants

Cafe Valley, Inc.'s Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust reported $10M in total assets and 1,131 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #8,147 in Manufacturing (18,722 peers)

Coverage in Arizona

Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust covers 1,131 participants in Arizona, 2.0x the typical Arizona plan (state average ~564 per filing). Assets: $10M.

#8,147
in Manufacturing (18,722 peers)
+48.3%
assets growth YoY

Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$9,563,532 Top 42% higher than 58% 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

Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust lands in the large band (1,131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$38K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 863 in the plan year 2022 filing to 1,131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860575165 · Cafe Valley, Inc. PY 2023 · 401(k)

Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust · $10M · 1,131 · 58th

  • BOOK $10M
  • VS-ST 1,131
  • BOY 58th
  • SCH 401(k)
  • EBSA near Tal Holdings, LLC 401(k) Retirement Plan
  • PART ind #8147

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 Manufacturing retirement plans → · Plans in Arizona →

Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Cafe Valley, Inc. 401(k) Profit Sharing Plan and TrustCafe Valley, Inc. 401(k) Pro…$10MTal Holdings, LLC 401(k) Retirement PlanTal Holdings, LLC 401(k) Ret…$10MOphthalmology Specialists of Texas, PLLC 401(k) PlanOphthalmology Specialists of…$10MNai Hiffman 401(k) Plan$10MMaries County Bancorp, Inc. 401(k) Profit Sharing PlanMaries County Bancorp, Inc. …$10M
End-of-year total assets ($M) among Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN860575165
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cafe Valley, Inc.)

Sponsor-wide plan assets over time

All Cafe Valley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 82.94002688531779% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.45M $11.8M ▲ +82.9%
Year Plans Participants Total Assets
2022 1 863 $6M
2023 1 1,131 $10M
2024 1 1,125 $12M

Nearby 401(k) Plans in Arizona

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

Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.009563532 · Participants: 1131Cafe Valley, Inc. 401(k) Profit Sharing Plan and TrustBechtel 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
Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Tal Holdings, LLC 401(k) Retirement Plan in WA ($10M); by covered participants it is Young Automotive Group 401(k) Profit Sharing Plan in UT (1,131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,131 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 Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust surged - up 48.3% during 2023, from $6M to $10M. Reported net income was $3M.
How have Cafe Valley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cafe Valley, Inc.'s sponsor-wide assets grew 82.9%, from $6M to $12M.
Which 401(k) plans are similar in size to Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tal Holdings, LLC 401(k) Retirement Plan in WA ($10M, 465 participants).
Which 401(k) plans cover a similar participant headcount to Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Young Automotive Group 401(k) Profit Sharing Plan in UT (1,131 participants, $33M 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 860575165.

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.