401(k) · DOL Form 5500 · 2023

Mid-Valley, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
97
Participants Small participant base
43rd
Percentile by assets National rank
$47,077
Avg per participant Low balance/head
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Official DOL plan name: Mid-Valley 401(k) Plan · Sponsored by Mid-Valley, LLC · Oregon · Wholesale Trade

$5M in assets, 97 participants

Mid-Valley, LLC's Mid-Valley 401(k) Plan reported $5M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,008 in Wholesale Trade (6,309 peers)

Mid-Valley, LLC multi-year trail

Mid-Valley, LLC's plans moved +27.5% in assets from 2022 to 2024; this filing shows Mid-Valley 401(k) Plan at $5M / 97 participants.

#2,008
in Wholesale Trade (6,309 peers)
+9.0%
assets growth YoY

Mid-Valley 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Mid-Valley 401(k) Plan vs every filed plan by assets

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

$4,566,430 43rd percentile higher than 43% 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

Mid-Valley 401(k) 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. Mid-Valley 401(k) Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mid-Valley 401(k) Plan reported net income rose from -$562K in the plan year 2022 filing to $377K in the plan year 2023 filing.
  • Mid-Valley 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Mid-Valley 401(k) Plan reported participants fell from 99 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200064684 · Mid-Valley, LLC PY 2023 · 401(k)

Mid-Valley 401(k) Plan · $5M · 97 · 43rd

  • VS-ST $5M
  • BOY 97
  • SCH 43rd
  • EBSA 401(k)
  • PART near Brennan & Wasden, LLC Profit Sharing Plan
  • TYPE ind #2008

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 Wholesale Trade retirement plans → · Plans in Oregon →

Mid-Valley 401(k) Plan in the asset neighbourhood

Mid-Valley 401(k) Plan$5MBrennan & Wasden, LLC Profit Sharing PlanBrennan & Wasden, LLC Profit…$5MRoesling Nakamura Terada Architects, Inc. 401(k) PlanRoesling Nakamura Terada Arc…$5MBridgeway, Inc. 401(k) Profit Sharing PlanBridgeway, Inc. 401(k) Profi…$5MDebtx Analytics 401(k) Plan$5M
End-of-year total assets ($M) among Mid-Valley 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mid-Valley, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mid-Valley, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.54134170430645% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.19M $5.34M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 99 $4M
2023 1 97 $5M
2024 1 105 $5M

Mid-Valley, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$377K
Employer EIN200064684
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Mid-Valley 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Mid-Valley 401(k) Plan, Total assets ($B): 0.00456643 · Participants: 97Mid-Valley 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Mid-Valley 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Mid-Valley 401(k) Plan side-by-side with 3 peers →

Mid-Valley 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Brennan & Wasden, LLC Profit Sharing Plan in GA ($5M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Mid-Valley 401(k) Plan assets move in 2023? ▼
Mid-Valley 401(k) Plan grew at a solid clip - up 9.0% during 2023, from $4M to $5M. Reported net income was $377K.
How have Mid-Valley, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mid-Valley, LLC's sponsor-wide assets grew 27.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Mid-Valley 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brennan & Wasden, LLC Profit Sharing Plan in GA ($5M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Mid-Valley 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Lines, Inc. 401(k) Plan in FL (97 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 200064684.

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.