401(k) · DOL Form 5500 · 2023

The Valley Group, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
27
Participants Small participant base
56th
Percentile by assets National rank
$321,343
Avg per participant High balance/head
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Official DOL plan name: The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by The Valley Group, Inc. · Illinois · Construction

$9M in assets, 27 participants

The Valley Group, Inc.'s The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust reported $9M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #4,854 in Construction (9,030 peers)

The Valley Group, Inc. multi-year trail

The Valley Group, Inc.'s plans moved +41.2% in assets from 2022 to 2024; this filing shows The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust at $9M / 27 participants.

#4,854
in Construction (9,030 peers)
+21.5%
assets growth YoY

The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Construction and all filers

The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$8,676,255 Top 44% higher than 56% 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

The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 31 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 361905040 · The Valley Group, Inc. PY 2023 · 401(k)

The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust · $9M · 27 · 56th

  • IND $9M
  • IND 27
  • IND 56th
  • IND 401(k)
  • IND near Sabah a Kadhium, M.D., Inc. 401(k) Profit Sharing Plan
  • IND ind #4854

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 Construction retirement plans → · Plans in Illinois →

The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

The Valley Group, Inc. 401(k) Profit Sharing Plan and TrustThe Valley Group, Inc. 401(k…$9MSabah a Kadhium, M.D., Inc. 401(k) Profit Sharing PlanSabah a Kadhium, M.D., Inc. …$9MCovelli Family Limited Partnership 401(k) Retirement PlanCovelli Family Limited Partn…$9MMobile Climate Control 401(k) Plan & TrustMobile Climate Control 401(k…$9MEquality Charter School 401(k) Retirement PlanEquality Charter School 401(…$9M
End-of-year total assets ($M) among The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Valley Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Valley Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 41.16400778588726% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.14M $10.1M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 31 $7M
2023 1 27 $9M
2024 1 30 $10M

The Valley Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN361905040
Plan Effective Date1953-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.008676255 · Participants: 27The Valley Group, Inc. 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Sabah a Kadhium, M.D., Inc. 401(k) Profit Sharing Plan in CA ($9M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 21.5% during 2023, from $7M to $9M. Reported net income was $2M.
How have The Valley Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Valley Group, Inc.'s sponsor-wide assets grew 41.2%, from $7M to $10M.
Which 401(k) plans are similar in size to The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sabah a Kadhium, M.D., Inc. 401(k) Profit Sharing Plan in CA ($9M, 4 participants).
Which 401(k) plans cover a similar participant headcount to The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants, N/A 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 361905040.

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.