Profit Sharing · DOL Form 5500 · 2023

Boys & Girls Clubs of the Valley, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
200
Participants Below avg headcount
44th
Percentile by assets National rank
$24,136
Avg per participant Low balance/head
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Official DOL plan name: Boys & Girls Clubs of the Valley, Inc. Retirement Plan · Sponsored by Boys & Girls Clubs of the Valley, Inc. · Arizona · Other Services

$5M in assets, 200 participants

Boys & Girls Clubs of the Valley, Inc.'s Boys & Girls Clubs of the Valley, Inc. Retirement Plan reported $5M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,141 in Other Services (7,857 peers)

Coverage in Arizona

Boys & Girls Clubs of the Valley, Inc. Retirement Plan covers 200 participants in Arizona, about 35% of the average Arizona filer (state average ~564 per filing). Assets: $5M.

#5,141
in Other Services (7,857 peers)
+3.1%
assets growth YoY

Boys & Girls Clubs of the Valley, Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers

Boys & Girls Clubs of the Valley, Inc. Retirement Plan vs every filed plan by assets

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

$4,827,245 44th percentile higher than 44% 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

Boys & Girls Clubs of the Valley, Inc. Retirement 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. Boys & Girls Clubs of the Valley, Inc. Retirement Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boys & Girls Clubs of the Valley, Inc. Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $147K in the plan year 2023 filing.
  • Boys & Girls Clubs of the Valley, Inc. Retirement Plan reported participants rose from 163 in the plan year 2022 filing to 200 in the plan year 2023 filing.
  • Boys & Girls Clubs of the Valley, Inc. Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860550646 · Boys & Girls Clubs of the Valley, Inc. PY 2023 · Profit Sharing

Boys & Girls Clubs of the Valley, Inc. Retirement Plan · $5M · 200 · 44th

  • 5500 $5M
  • 5500 200
  • 5500 44th
  • 5500 Profit Sharing
  • 5500 near Taavon's Lucky Penny Corporation Retirement Plan
  • 5500 ind #5141

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 Other Services retirement plans → · Plans in Arizona →

Boys & Girls Clubs of the Valley, Inc. Retirement Plan in the asset neighbourhood

Boys & Girls Clubs of the Valley, Inc. Retirement PlanBoys & Girls Clubs of the Va…$5MTaavon's Lucky Penny Corporation Retirement PlanTaavon's Lucky Penny Corpora…$5MCmc Worldwide Inc. Profit Sharing PlanCmc Worldwide Inc. Profit Sh…$5MWestern Steel, Inc. and Its Affiliates Profit Sharing PlanWestern Steel, Inc. and Its …$5MSo Cal Infectious Disease Med Grp Profit Sharing PlanSo Cal Infectious Disease Me…$5M
End-of-year total assets ($M) among Boys & Girls Clubs of the Valley, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$147K
Employer EIN860550646
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boys & Girls Clubs of the Valley, Inc.)

Sponsor-wide plan assets over time

All Boys & Girls Clubs of the Valley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 10.562529162102615% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $6.41M $7.09M ▲ +10.6%
Year Plans Participants Total Assets
2022 2 550 $6M
2023 1 200 $5M
2024 1 193 $7M

Nearby Profit Sharing Plans in Arizona

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

Boys & Girls Clubs of the Valley, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0204060 Total assets ($M) Participants Boys & Girls Clubs of the Valley, Inc. Retirement Plan, Total assets ($M): 4.827245 · Participants: 200Boys & Girls Clubs of the Valley, Inc. Retirement PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Boys & Girls Clubs of the Valley, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Boys & Girls Clubs of the Valley, Inc. Retirement Plan side-by-side with 3 peers →

Boys & Girls Clubs of the Valley, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Taavon's Lucky Penny Corporation Retirement Plan in CA ($5M); by covered participants it is Central Coast Vna & Hospice Inc and Affiliates 403(b) Plan in CA (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Boys & Girls Clubs of the Valley, Inc. Retirement Plan assets move in 2023? ▼
Boys & Girls Clubs of the Valley, Inc. Retirement Plan edged up modestly - up 3.1% during 2023, from $5M to $5M. Reported net income was $147K.
How have Boys & Girls Clubs of the Valley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boys & Girls Clubs of the Valley, Inc.'s sponsor-wide assets grew 10.6%, from $6M to $7M.
Which Profit Sharing plans are similar in size to Boys & Girls Clubs of the Valley, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Taavon's Lucky Penny Corporation Retirement Plan in CA ($5M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Boys & Girls Clubs of the Valley, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Central Coast Vna & Hospice Inc and Affiliates 403(b) Plan in CA (200 participants, $13M 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 860550646.

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.