401(k) · DOL Form 5500 · 2023

Vallen Distribution, Inc. 401(k) Plan

Data updated 2026-08-11

$190M
Total assets: 2,418
Participants: 95th
Percentile by assets: $78,488
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$190M
total plan assets (2023 EOY): 2,418
covered participants: 95th
percentile by assets (of 127,072 plans): $78,488
avg assets per participant

Where Vallen Distribution, Inc. 401(k) Plan sits 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

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 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 →

State

North Carolina

Industry

Wholesale Trade

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Vallen Distribution, Inc. 401(k) Plan reports 2,418 participants - 3.0x that state average ($190M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)	$167M
Net Assets (End of Year)	$190M
Net Income	$23M
Employer EIN	562281578
Plan Effective Date	2022-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Vallen Distribution, Inc.)

Total plan assets by year, all Vallen Distribution, Inc. plans on file

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

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare Vallen Distribution, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Vallen Distribution, Inc. 401(k) Plan by total assets, not by location.

Cal-Maine Foods, Inc. Ksop (MS) $190M · 2,359
Pechanga Development Corporation 401(k) Plan (CA) $190M · 3,616
Davidson Kempner Capital Management LP 401(k) Plan (NY) $190M · 326
Sun Country, Inc. 401(k) Profit Sharing Plan (MN) $190M · 2,399

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).

Next read for Vallen Distribution, Inc. 401(k) Plan

Filing takeaways

Ways to act on Vallen Distribution, Inc. 401(k) Plan's numbers.

By total assets, Vallen Distribution, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
Vallen Distribution, Inc.'s sponsor-wide assets have grown 44.3% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.