401(k) · DOL Form 5500 · 2023

Vallejo Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
46
Participants Small participant base
81st
Percentile by assets National rank
$729,067
Avg per participant High balance/head
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Official DOL plan name: Vallejo Investments, Inc., Retirement Savings Plan · Sponsored by Vallejo Investments, Inc. · California · Professional & Technical Services

$34M in assets, 46 participants

Vallejo Investments, Inc.'s Vallejo Investments, Inc., Retirement Savings Plan reported $34M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,529 in Professional & Technical Services (20,321 peers)

Where Vallejo Investments, Inc., Retirement Savings Plan sits by assets

Vallejo Investments, Inc., Retirement Savings Plan sits in the top quartile of all filed plans by assets, $34M for 46 participants (~$729,067/participant), up 23.1% in 2023.

#16,529
in Professional & Technical Services (20,321 peers)
+23.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Vallejo Investments, Inc., Retirement Savings Plan's outsized position by total assets

Vallejo Investments, Inc., Retirement Savings Plan vs every filed plan by assets

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

$33,537,077 Top 19% higher than 81% 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

Vallejo Investments, Inc., Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vallejo Investments, Inc., Retirement Savings Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vallejo Investments, Inc., Retirement Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Vallejo Investments, Inc., Retirement Savings Plan end-of-year assets rose from $27M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Vallejo Investments, Inc., Retirement Savings Plan reported participants rose from 44 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943268977 · Vallejo Investments, Inc. PY 2023 · 401(k)

Vallejo Investments, Inc., Retirement Savings Plan · $34M · 46 · 81st

  • EOY $34M
  • 5500 46
  • ASSETS 81st
  • PCT 401(k)
  • EIN near W D Partners Profit Sharing Plan
  • RANK ind #16529

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 Professional & Technical Services retirement plans → · Plans in California →

Vallejo Investments, Inc., Retirement Savings Plan in the asset neighbourhood

Centerra Gold 401(k) Plan$34MStar Cutter Company & Subsidiaries 401(k) PlanStar Cutter Company & Subsid…$34MVallejo Investments, Inc., Retirement Savings PlanVallejo Investments, Inc., R…$34MW D Partners Profit Sharing PlanW D Partners Profit Sharing …$34MHeart of Cardon LLC 401(k) Retirement PlanHeart of Cardon LLC 401(k) R…$34M
End-of-year total assets ($M) among Vallejo Investments, Inc., Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$34M
Net Income$6M
Employer EIN943268977
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vallejo Investments, Inc.)

Sponsor-wide plan assets over time

All Vallejo Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 33.27015597908575% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.3M $36.3M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 44 $27M
2023 1 46 $34M
2024 1 42 $36M

Nearby 401(k) Plans in California

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

Vallejo Investments, Inc., Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Vallejo Investments, Inc., Retirement Savings Plan, Total assets ($B): 0.033537077 · Participants: 46Vallejo Investments, Inc., Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Vallejo Investments, Inc., Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Vallejo Investments, Inc., Retirement Savings Plan side-by-side with 3 peers →

Vallejo Investments, Inc., Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is W D Partners Profit Sharing Plan in OH ($34M); by covered participants it is Savant Learning Systems, Inc. 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Vallejo Investments, Inc., Retirement Savings Plan assets move in 2023? ▼
Vallejo Investments, Inc., Retirement Savings Plan grew sharply - up 23.1% during 2023, from $27M to $34M. Reported net income was $6M.
How have Vallejo Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vallejo Investments, Inc.'s sponsor-wide assets grew 33.3%, from $27M to $36M.
Where does Vallejo Investments, Inc., Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Vallejo Investments, Inc., Retirement Savings Plan ranks in the 81st 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 Vallejo Investments, Inc., Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is W D Partners Profit Sharing Plan in OH ($34M, 284 participants).
Which 401(k) plans cover a similar participant headcount to Vallejo Investments, Inc., Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Savant Learning Systems, Inc. 401(k) Plan in TN (46 participants, $857K 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 943268977.

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.