Other · DOL Form 5500 · 2023

Valley Library Consortium Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$380,440
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valley Library Consortium Defined Contribution Retirement Plan · Sponsored by Valley Library Consortium · Michigan · Educational Services

$1M in assets, 3 participants

Valley Library Consortium's Valley Library Consortium Defined Contribution Retirement Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #604 in Educational Services (3,735 peers)

2023 asset change

Valley Library Consortium Defined Contribution Retirement Plan grew at a solid clip 13.8% in 2023 ($1M → $1M) for 3 participants.

#604
in Educational Services (3,735 peers)
+13.8%
assets growth YoY

Valley Library Consortium Defined Contribution Retirement Plan among the smaller filed plans by assets

Valley Library Consortium Defined Contribution Retirement Plan vs every filed plan by assets

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

$1,141,321 25th percentile higher than 25% 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 Library Consortium Defined Contribution Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Library Consortium Defined Contribution Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Library Consortium Defined Contribution Retirement Plan reported net income rose from $110K in the plan year 2022 filing to $139K in the plan year 2023 filing.
  • Valley Library Consortium Defined Contribution Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 382410513 · Valley Library Consortium PY 2023 · Other

Valley Library Consortium Defined Contribution Retirement Plan · $1M · 3 · 25th

  • RANK $1M
  • RANK 3
  • RANK 25th
  • RANK Other
  • RANK near Ibero-American Action League, Inc. 403(b) Retirement Plan
  • RANK ind #604

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 Educational Services retirement plans → · Plans in Michigan →

Valley Library Consortium Defined Contribution Retirement Plan in the asset neighbourhood

Ibero-American Action League, Inc. 403(b) Retirement PlanIbero-American Action League…$1MAlliance Health Management Services, LLC 403(b) PlanAlliance Health Management S…$1MEugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement PlanEugene V and Clare E Thaw Ch…$1MValley Library Consortium Defined Contribution Retirement PlanValley Library Consortium De…$1MSelf Directed Profit Sharing Retirement PlanSelf Directed Profit Sharing…$1M
End-of-year total assets ($M) among Valley Library Consortium Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Valley Library Consortium years around the 2023 move

Sponsor-wide plan assets over time

All Valley Library Consortium plans reported in each filing year

Latest sponsor-wide plan assets
$949K 5.363053500889072% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M 202220232024 $1M $0.95M ▼ -5.0%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $949K

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$139K
Employer EIN382410513
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Michigan

Peer Other plans, same state, same plan type, ranked by total assets.

Valley Library Consortium Defined Contribution Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Valley Library Consortium Defined Contribution Retirement Plan, Total assets ($B): 0.001141321 · Participants: 3Valley Library Consortium Defined Contribution Retirement PlanFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 4.820440935 · Participants: 16630Fca US LLC Salaried Employees' Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 4.690971139 · Participants: 49473Fca US LLC UAW Savings PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.628827189 · Participants: 33717Beaumont Health 403(b) Retirement Savings PlanHenry Ford Health System Heritage 403(b) Plan, Total assets ($B): 1.284257295 · Participants: 15298Henry Ford Health System Heritage 403(b) PlanBronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan, Total assets ($B): 1.034484808 · Participants: 8357Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan
Valley Library Consortium Defined Contribution Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants

Valley Library Consortium Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Ibero-American Action League, Inc. 403(b) Retirement Plan in NY ($1M); by covered participants it is Single K in IL (3 participants). Same-state nearby plans are listed separately above.

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 Library Consortium Defined Contribution Retirement Plan assets move in 2023?
Valley Library Consortium Defined Contribution Retirement Plan grew at a solid clip - up 13.8% during 2023, from $1M to $1M. Reported net income was $139K.
How have Valley Library Consortium plan assets changed over time?
Across 3 plan years on file (2022-2024), Valley Library Consortium's sponsor-wide assets declined 5.4%, from $1M to $949K.
Where does Valley Library Consortium Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Valley Library Consortium Defined Contribution Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Other plans are similar in size to Valley Library Consortium Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Ibero-American Action League, Inc. 403(b) Retirement Plan in NY ($1M, 151 participants).
Which Other plans cover a similar participant headcount to Valley Library Consortium Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Single K in IL (3 participants, $311K in assets).