401(k) · DOL Form 5500 · 2023

Valley Children's Specialty Medical Group 401(k) Plan

Data updated 2026-08-25

$100M
Total assets Below avg plan size
243
Participants Below avg headcount
91st
Percentile by assets National rank
$409,900
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan · Sponsored by Valley Children's Specialty Medical Group · California · Healthcare & Social Assistance

$100M in assets, 243 participants

Valley Children's Specialty Medical Group's Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan reported $100M in total assets and 243 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,323 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan covers 243 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $100M.

#16,323
in Healthcare & Social Assistance (17,684 peers)
+27.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan's outsized position by total assets

Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$99,605,618 Top 9% higher than 91% 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

Valley Children's Specialty Medical Group 401(k) Profit Sharing 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. Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan end-of-year assets rose from $78M in the plan year 2022 filing to $100M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770450620 · Valley Children's Specialty Medical Group PY 2023 · 401(k)

Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan · $100M · 243 · 91st

  • IND $100M
  • IND 243
  • IND 91st
  • IND 401(k)
  • IND near Ghafari Companies 401(k) Plan
  • IND ind #16323

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan in the asset neighbourhood

J M Smith Corporation Profit Sharing and 401(k) PlanJ M Smith Corporation Profit…$100MVon Maur 401(k) Retirement PlanVon Maur 401(k) Retirement P…$100MRelation Insurance, Inc. Retirement Savings PlanRelation Insurance, Inc. Ret…$100MValley Children's Specialty Medical Group 401(k) Profit Sharing PlanValley Children's Specialty …$100MGhafari Companies 401(k) Plan$100M
End-of-year total assets ($M) among Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

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

Sponsor Plan History (Valley Children's Specialty Medical Group)

Sponsor-wide plan assets over time

All Valley Children's Specialty Medical Group plans reported in each filing year

Latest sponsor-wide plan assets
$118M 50.75204388813719% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $78M $118M ▲ +50.8%
Year Plans Participants Total Assets
2022 1 242 $78M
2023 1 243 $100M
2024 1 281 $118M

Nearby 401(k) Plans in California

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

Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan, Total assets ($B): 0.099605618 · Participants: 243Valley Children's Specialty Medical Group 401(k) Profit Sharing 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
Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ghafari Companies 401(k) Plan in MI ($100M); by covered participants it is Ebq Retirement Plan in TX (243 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($100M here).

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan grew sharply - up 27.6% during 2023, from $78M to $100M. Reported net income was $22M.
How have Valley Children's Specialty Medical Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Children's Specialty Medical Group's sponsor-wide assets grew 50.8%, from $78M to $118M.
Where does Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ghafari Companies 401(k) Plan in MI ($100M, 615 participants).
Which 401(k) plans cover a similar participant headcount to Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ebq Retirement Plan in TX (243 participants, $2M 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 770450620.

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.