401(k)
2023 plan-year 401(k) DOL Form 5500

VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP 401(K) PROFIT SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP

This 401(k) plan holds $100M in total assets and serves 243 participants as of 2023. It is sponsored by VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP in California. The plan reported positive net income of $22M for the year.

Total Assets (2023)
$100M
Participants
243
State
Industry
Healthcare & Social Assistance

What the Filing Says About VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP 401(K) PROFIT SHARING PLAN

VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP 401(K) PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $100M in total end-of-year assets and covers 243 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 770450620, and the plan has been effective since 1997-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $78M at the beginning of 2023 to $100M at year-end — a gain of 27.6%. Net assets (after liabilities) closed the year at $100M, with reported net income of $22M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$78M
Total Assets (End of Year)$100M
Net Assets (End of Year)$100M
Net Income$22M
Plan Type401(k)
Employer EIN770450620
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP)

Year Plans Participants Total Assets
2022 1 242 $78M
2023 1 243 $100M
2024 1 281 $118M

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Frequently Asked Questions

How much money is in the VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP 401(K) PROFIT SHARING PLAN?
As of the 2023 Form 5500 filing, VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP 401(K) PROFIT SHARING PLAN holds $100M in total assets with 243 participants. It is sponsored by VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP.
What type of plan is VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP 401(K) PROFIT SHARING PLAN?
VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP 401(K) PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 1997-05-01. The plan is filed with the U.S. Department of Labor under EIN 770450620.
Who sponsors the VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP 401(K) PROFIT SHARING PLAN?
VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP 401(K) PROFIT SHARING PLAN is sponsored by VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP, located in California. The sponsor's EIN is 770450620 and the plan operates in the Healthcare & Social Assistance industry.
How did VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP 401(K) PROFIT SHARING PLAN perform in 2023?
VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP 401(K) PROFIT SHARING PLAN grew by 27.6% during 2023, moving from $78M to $100M in total assets. Net income was $22M.
Where can I find official filings for VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP 401(K) PROFIT SHARING PLAN?
Official Form 5500 filings for VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP 401(K) PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 770450620 or plan name at efast.dol.gov.
How does VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP 401(K) PROFIT SHARING PLAN compare to other plans?
You can compare VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP 401(K) PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 770450620.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.