401(k) · DOL Form 5500 · 2023

Valley Oaks Health, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
439
Participants Below avg headcount
78th
Percentile by assets National rank
$64,485
Avg per participant Low balance/head
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Official DOL plan name: Valley Oaks Health 401(k) Retirement Plan · Sponsored by Valley Oaks Health, Inc. · Indiana · Healthcare & Social Assistance

$28M in assets, 439 participants

Valley Oaks Health, Inc.'s Valley Oaks Health 401(k) Retirement Plan reported $28M in total assets and 439 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,448 in Healthcare & Social Assistance (17,684 peers)

Where Valley Oaks Health 401(k) Retirement Plan sits by assets

Valley Oaks Health 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $28M for 439 participants (~$64,485/participant), up 15.4% in 2023.

#14,448
in Healthcare & Social Assistance (17,684 peers)
+15.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Valley Oaks Health 401(k) Retirement Plan's outsized position by total assets

Valley Oaks Health 401(k) Retirement Plan vs every filed plan by assets

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

$28,308,800 Top 22% higher than 78% 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 Oaks Health 401(k) 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 Oaks Health 401(k) Retirement Plan sits mid-pack in the medium band (439 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Oaks Health 401(k) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Valley Oaks Health 401(k) Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Valley Oaks Health 401(k) Retirement Plan reported participants fell from 446 in the plan year 2022 filing to 439 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 350988724 · Valley Oaks Health, Inc. PY 2023 · 401(k)

Valley Oaks Health 401(k) Retirement Plan · $28M · 439 · 78th

  • BOY $28M
  • BOY 439
  • BOY 78th
  • BOY 401(k)
  • BOY near Relativity Space 401(k) Plan
  • BOY ind #14448

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 Indiana →

Valley Oaks Health 401(k) Retirement Plan in the asset neighbourhood

Valley Oaks Health 401(k) Retirement PlanValley Oaks Health 401(k) Re…$28MRelativity Space 401(k) Plan$28MProgrexion Holdings, Inc. 401(k) PlanProgrexion Holdings, Inc. 40…$28MDopkins & Company Profit Sharing and Employee Savings PlanDopkins & Company Profit Sha…$28MSugarcrm Inc. Retirement TrustSugarcrm Inc. Retirement Tru…$28M
End-of-year total assets ($M) among Valley Oaks Health 401(k) 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)$28M
Net Income$4M
Employer EIN350988724
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Oaks Health, Inc.)

Sponsor-wide plan assets over time

All Valley Oaks Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 29.95594593309657% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.5M $31.9M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 446 $25M
2023 1 439 $28M
2024 1 448 $32M

Nearby 401(k) Plans in Indiana

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

Valley Oaks Health 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Valley Oaks Health 401(k) Retirement Plan, Total assets ($B): 0.0283088 · Participants: 439Valley Oaks Health 401(k) Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Valley Oaks Health 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Valley Oaks Health 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Relativity Space 401(k) Plan in CA ($28M); by covered participants it is Amerex Corporation 401(k) Savings Plan in AL (439 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (439 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 Oaks Health 401(k) Retirement Plan assets move in 2023? ▼
Valley Oaks Health 401(k) Retirement Plan grew sharply - up 15.4% during 2023, from $25M to $28M. Reported net income was $4M.
How have Valley Oaks Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Oaks Health, Inc.'s sponsor-wide assets grew 30.0%, from $25M to $32M.
Where does Valley Oaks Health 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Valley Oaks Health 401(k) Retirement Plan ranks in the 78th 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 Oaks Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Relativity Space 401(k) Plan in CA ($28M, 989 participants).
Which 401(k) plans cover a similar participant headcount to Valley Oaks Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amerex Corporation 401(k) Savings Plan in AL (439 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 350988724.

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.