401(k) · DOL Form 5500 · 2023

Valley Senior Living 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
581
Participants Below avg headcount
79th
Percentile by assets National rank
$50,684
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valley Senior Living Retirement Plan · Sponsored by Valley Senior Living · North Dakota · Healthcare & Social Assistance

$29M in assets, 581 participants

Valley Senior Living's Valley Senior Living Retirement Plan reported $29M in total assets and 581 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,530 in Healthcare & Social Assistance (17,684 peers)

Where Valley Senior Living Retirement Plan sits by assets

Valley Senior Living Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 581 participants (~$50,684/participant), up 18.4% in 2023.

#14,530
in Healthcare & Social Assistance (17,684 peers)
+18.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Valley Senior Living Retirement Plan's outsized position by total assets

Valley Senior Living Retirement Plan vs every filed plan by assets

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

$29,447,131 Top 21% higher than 79% 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 Senior Living 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. Valley Senior Living Retirement Plan sits mid-pack in the medium band (581 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Senior Living Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Valley Senior Living Retirement Plan reported participants rose from 468 in the plan year 2022 filing to 581 in the plan year 2023 filing.
  • Valley Senior Living Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 450448164 · Valley Senior Living PY 2023 · 401(k)

Valley Senior Living Retirement Plan · $29M · 581 · 79th

  • SCH $29M
  • EBSA 581
  • PART 79th
  • TYPE 401(k)
  • NET near Luck Brothers, Inc. Profit Sharing/401(k) Plan
  • BOOK ind #14530

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 North Dakota →

Valley Senior Living Retirement Plan in the asset neighbourhood

Valley Senior Living Retirement PlanValley Senior Living Retirem…$29MLuck Brothers, Inc. Profit Sharing/401(k) PlanLuck Brothers, Inc. Profit S…$29MHebrew Seniorlife 401(k) Retirement Savings PlanHebrew Seniorlife 401(k) Ret…$29MEd Staub & Sons Petroleum Inc. 401(k) Profit Sharing PlanEd Staub & Sons Petroleum In…$29MThe Portland Group Savings and Retirement PlanThe Portland Group Savings a…$29M
End-of-year total assets ($M) among Valley Senior Living Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN450448164
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Senior Living)

Sponsor-wide plan assets over time

All Valley Senior Living plans reported in each filing year

Latest sponsor-wide plan assets
$34M 38.597865013131525% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.9M $34.5M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 468 $25M
2023 1 581 $29M
2024 1 623 $34M

Nearby 401(k) Plans in North Dakota

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

Valley Senior Living Retirement Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Valley Senior Living Retirement Plan, Total assets ($B): 0.029447131 · Participants: 581Valley Senior Living Retirement PlanSanford Retirement Savings Plan, Total assets ($B): 3.110361496 · Participants: 30495Sanford Retirement Savings PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.829880488 · Participants: 8551Mdu Resources Group, Inc. 401(k) Retirement PlanKnife River Corporation 401(k) Retirement Plan, Total assets ($B): 0.7412361 · Participants: 5269Knife River Corporation 401(k) Retirement PlanDakotas Areawide IBEW-NECA Savings and Retirement Plan, Total assets ($B): 0.521170291 · Participants: 3853Dakotas Areawide IBEW-NECA Savings and Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.512524705 · Participants: 2920Eide Bailly LLP 401(k) Profit Sharing Plan
Valley Senior Living Retirement Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants
Compare Valley Senior Living Retirement Plan side-by-side with 3 peers →

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

Outside North Dakota, the nearest 401(k) by assets is Luck Brothers, Inc. Profit Sharing/401(k) Plan in NY ($29M); by covered participants it is Carousel Motor Group 401(k) Savings Plan in MN (581 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (581 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 Senior Living Retirement Plan assets move in 2023? ▼
Valley Senior Living Retirement Plan grew sharply - up 18.4% during 2023, from $25M to $29M. Reported net income was $5M.
How have Valley Senior Living plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Senior Living's sponsor-wide assets grew 38.6%, from $25M to $34M.
Where does Valley Senior Living Retirement Plan rank by assets among Form 5500 filers? ▼
Valley Senior Living Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Valley Senior Living Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Luck Brothers, Inc. Profit Sharing/401(k) Plan in NY ($29M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Valley Senior Living Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carousel Motor Group 401(k) Savings Plan in MN (581 participants, $48M 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 450448164.

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.