401(k) · DOL Form 5500 · 2023

Vallen Distribution, Inc. 401(k) Plan

Data updated 2026-08-25

$190M
Total assets Near avg plan size
2,418
Participants Above avg headcount
95th
Percentile by assets National rank
$78,488
Avg per participant Below avg balance/head
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Official DOL plan name: Vallen Distribution, Inc. 401(k) Plan · Sponsored by Vallen Distribution, Inc. · North Carolina · Wholesale Trade

$190M in assets, 2,418 participants

Vallen Distribution, Inc.'s Vallen Distribution, Inc. 401(k) Plan reported $190M in total assets and 2,418 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #6,046 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

Vallen Distribution, Inc. 401(k) Plan covers 2,418 participants in North Carolina, 3.0x the typical North Carolina plan (state average ~819 per filing). Assets: $190M.

#6,046
in Wholesale Trade (6,309 peers)
+14.0%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Vallen Distribution, Inc. 401(k) Plan's outsized position by total assets

Vallen Distribution, Inc. 401(k) Plan vs every filed plan by assets

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

$189,783,952 Top 5% higher than 95% 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

Vallen Distribution, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vallen Distribution, Inc. 401(k) Plan lands in the large band (2,418 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vallen Distribution, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Vallen Distribution, Inc. 401(k) Plan reported participants rose from N/A in the plan year 2022 filing to 2,418 in the plan year 2023 filing.
  • Vallen Distribution, Inc. 401(k) Plan end-of-year assets rose from $167M in the plan year 2022 filing to $190M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 562281578 · Vallen Distribution, Inc. PY 2023 · 401(k)

Vallen Distribution, Inc. 401(k) Plan · $190M · 2,418 · 95th

  • PCT $190M
  • EIN 2,418
  • RANK 95th
  • PHOTO 401(k)
  • IND near Cal-Maine Foods, Inc. Ksop
  • EOY ind #6046

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 North Carolina →

Vallen Distribution, Inc. 401(k) Plan in the asset neighbourhood

Sun Country, Inc. 401(k) Profit Sharing PlanSun Country, Inc. 401(k) Pro…$190MDavidson Kempner Capital Management LP 401(k) PlanDavidson Kempner Capital Man…$190MVallen Distribution, Inc. 401(k) PlanVallen Distribution, Inc. 40…$190MCal-Maine Foods, Inc. Ksop$190MPechanga Development Corporation 401(k) PlanPechanga Development Corpora…$190M
End-of-year total assets ($M) among Vallen Distribution, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$167M
Net Assets (End of Year)$190M
Net Income$23M
Employer EIN562281578
Plan Effective Date2022-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vallen Distribution, Inc.)

Sponsor-wide plan assets over time

All Vallen Distribution, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$240M 44.28683899935089% vs 2022
2024 filing year
$150M$200M$250M 202220232024 $167M $240M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 N/A $167M
2023 1 2,418 $190M
2024 1 2,470 $240M

Nearby 401(k) Plans in North Carolina

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

Vallen Distribution, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Vallen Distribution, Inc. 401(k) Plan, Total assets ($B): 0.189783952 · Participants: 2418Vallen Distribution, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Vallen Distribution, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Vallen Distribution, Inc. 401(k) Plan side-by-side with 3 peers →

Vallen Distribution, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cal-Maine Foods, Inc. Ksop in MS ($190M); by covered participants it is Opendoor Labs Inc. 401(k) Profit Sharing Plan in AZ (2,418 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($190M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,418 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 Vallen Distribution, Inc. 401(k) Plan assets move in 2023? ▼
Vallen Distribution, Inc. 401(k) Plan grew at a solid clip - up 14.0% during 2023, from $167M to $190M. Reported net income was $23M.
How have Vallen Distribution, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vallen Distribution, Inc.'s sponsor-wide assets grew 44.3%, from $167M to $240M.
Where does Vallen Distribution, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Vallen Distribution, Inc. 401(k) Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Vallen Distribution, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cal-Maine Foods, Inc. Ksop in MS ($190M, 2,359 participants).
Which 401(k) plans cover a similar participant headcount to Vallen Distribution, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Opendoor Labs Inc. 401(k) Profit Sharing Plan in AZ (2,418 participants, $61M 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 562281578.

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.