Other · DOL Form 5500 · 2023

Valley Family Health Care, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
264
Participants Below avg headcount
56th
Percentile by assets National rank
$34,296
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valley Family Health Care, Inc. 403(b) Plan · Sponsored by Valley Family Health Care, Inc. · Idaho · Healthcare & Social Assistance

$9M in assets, 264 participants

Valley Family Health Care, Inc.'s Valley Family Health Care, Inc. 403(b) Plan reported $9M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,979 in Healthcare & Social Assistance (17,684 peers)

Valley Family Health Care, Inc. multi-year trail

Valley Family Health Care, Inc.'s plans moved +61.7% in assets from 2022 to 2024; this filing shows Valley Family Health Care, Inc. 403(b) Plan at $9M / 264 participants.

#10,979
in Healthcare & Social Assistance (17,684 peers)
+32.1%
assets growth YoY

Valley Family Health Care, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Valley Family Health Care, Inc. 403(b) Plan vs every filed plan by assets

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

$9,054,176 Top 44% higher than 56% 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 Family Health Care, Inc. 403(b) 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 Family Health Care, Inc. 403(b) Plan sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Family Health Care, Inc. 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Valley Family Health Care, Inc. 403(b) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Valley Family Health Care, Inc. 403(b) Plan reported participants rose from 257 in the plan year 2022 filing to 264 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 820371383 · Valley Family Health Care, Inc. PY 2023 · Other

Valley Family Health Care, Inc. 403(b) Plan · $9M · 264 · 56th

  • ASSETS $9M
  • PCT 264
  • EIN 56th
  • RANK Other
  • PHOTO near Bamsi 403(b) Retirement Plan
  • IND ind #10979

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 Idaho →

Valley Family Health Care, Inc. 403(b) Plan in the asset neighbourhood

Safer Foundation 403(b) Savings PlanSafer Foundation 403(b) Savi…$9MSafe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc.Safe-Harbor 403(b) Thrift Pl…$9MValley Family Health Care, Inc. 403(b) PlanValley Family Health Care, I…$9MBamsi 403(b) Retirement Plan$9MWilliam F. Ryan Community Health Center, Inc. Pension PlanWilliam F. Ryan Community He…$9M
End-of-year total assets ($M) among Valley Family Health Care, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Valley Family Health Care, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$11M 61.71318388158289% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.85M $11.1M ▲ +61.8%
Year Plans Participants Total Assets
2022 1 257 $7M
2023 1 264 $9M
2024 1 247 $11M

Valley Family Health Care, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN820371383
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Idaho

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

Valley Family Health Care, Inc. 403(b) Plan vs. nearby Other plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -500050010001500 Total assets ($M) Participants Valley Family Health Care, Inc. 403(b) Plan, Total assets ($M): 9.054176 · Participants: 264Valley Family Health Care, Inc. 403(b) PlanSt. Lukes Health System Matched 403b Plan, Total assets ($M): 964.858549 · Participants: 16715St. Lukes Health System Matched 403b PlanThe College of Idaho 403(b) Retirement Plan, Total assets ($M): 47.997867 · Participants: 361The College of Idaho 403(b) Retirement PlanKootenai Health 403(b) Plan, Total assets ($M): 34.021273 · Participants: 211Kootenai Health 403(b) PlanFull Circle Health, Inc. 403(b) Plan, Total assets ($M): 27.037963 · Participants: 388Full Circle Health, Inc. 403(b) PlanSun Valley Community School, Inc. 403(b) Plan, Total assets ($M): 24.785009 · Participants: 133Sun Valley Community School, Inc. 403(b) Plan
Valley Family Health Care, Inc. 403(b) Plan vs. nearby Other plans in Idaho, assets vs. participants
Compare Valley Family Health Care, Inc. 403(b) Plan side-by-side with 3 peers →

Valley Family Health Care, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Idaho, the nearest Other by assets is Bamsi 403(b) Retirement Plan in MA ($9M); by covered participants it is New England Institute of Technology Tax Sheltered Annuity Matching Plan in RI (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Family Health Care, Inc. 403(b) Plan assets move in 2023? ▼
Valley Family Health Care, Inc. 403(b) Plan surged - up 32.1% during 2023, from $7M to $9M. Reported net income was $2M.
How have Valley Family Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Family Health Care, Inc.'s sponsor-wide assets grew 61.7%, from $7M to $11M.
Which Other plans are similar in size to Valley Family Health Care, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Bamsi 403(b) Retirement Plan in MA ($9M, 1,706 participants).
Which Other plans cover a similar participant headcount to Valley Family Health Care, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is New England Institute of Technology Tax Sheltered Annuity Matching Plan in RI (264 participants, $81M 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 820371383.

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.