401(k) · DOL Form 5500 · 2023

Vallorbs Jewel Company 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 194
Participants Below avg headcount: 67th
Percentile by assets National rank: $75,463
Avg per participant Below avg balance/head

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Official DOL plan name: Valco 401(k) Plan · Sponsored by Vallorbs Jewel Company · Pennsylvania · Manufacturing

$15M in assets, 194 participants

Vallorbs Jewel Company's Valco 401(k) Plan reported $15M in total assets and 194 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

#10,313 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Valco 401(k) Plan covers 194 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $15M.

#10,313
in Manufacturing (18,722 peers): +27.2%
assets growth YoY

Valco 401(k) Plan's outsized position by total assets

Valco 401(k) Plan vs every filed plan by assets

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

$14,639,730 Top 33% higher than 67% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Valco 401(k) 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. Valco 401(k) Plan sits mid-pack in the medium band (194 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Valco 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Valco 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Valco 401(k) Plan reported participants rose from 191 in the plan year 2022 filing to 194 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 232192273 · Vallorbs Jewel Company PY 2023 · 401(k)

Valco 401(k) Plan · $15M · 194 · 67th

PHOTO $15M
PHOTO 194
PHOTO 67th
PHOTO 401(k)
PHOTO near Boston Interiors Home Furnishings 401(k) Plan
PHOTO ind #10313

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 Manufacturing retirement plans → · Plans in Pennsylvania →

End-of-year total assets ($M) among Valco 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$15M
Net Income	$3M
Employer EIN	232192273
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Vallorbs Jewel Company)

Latest sponsor-wide plan assets: $17M 44.843670241470384% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	191	$12M
2023	1	194	$15M
2024	1	199	$17M

Nearby 401(k) Plans in Pennsylvania

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

Valco 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Valco 401(k) Plan side-by-side with 3 peers →

Valco 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Boston Interiors Home Furnishings 401(k) Plan in MA ($15M); by covered participants it is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Boston Interiors Home Furnishings 401(k) Plan (MA) $15M · 105
Umpqua Health and Affiliated Companies Employee Savings Plan (OR) $15M · 147
Central Coast Pediatric Dental Group Profit Sharing 401(k) Plan (CA) $15M · 80
Mps Egg Farms 401(k) Savings Plan and Trust (IN) $15M · 473

Similar participant headcount

Nearest other-state filings by covered participants (194 participants); asset peers above are excluded.

Chapter 4 Corp 401(k) Profit Sharing Plan and Trust (NY) 194 · 0 off
Challenger, Gray & Christmas, Inc. 401(k) Plan (IL) 194 · 0 off
Kyocera Sld Laser, Inc 401(k) Plan (CA) 194 · 0 off
Charles Daher's Commonwealth Motors 401(k) Retirement Plan (MA) 194 · 0 off

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 Valco 401(k) Plan assets move in 2023? ▼

Valco 401(k) Plan grew sharply - up 27.2% during 2023, from $12M to $15M. Reported net income was $3M.

How have Vallorbs Jewel Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Vallorbs Jewel Company's sponsor-wide assets grew 44.8%, from $12M to $17M.

Which 401(k) plans are similar in size to Valco 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Boston Interiors Home Furnishings 401(k) Plan in MA ($15M, 105 participants).

Which 401(k) plans cover a similar participant headcount to Valco 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants, $3M 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 232192273.