401(k) · DOL Form 5500 · 2023

Valtech Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
274
Participants Below avg headcount
77th
Percentile by assets National rank
$95,108
Avg per participant Below avg balance/head
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Official DOL plan name: Valtech 401(k) Savings Plan · Sponsored by Valtech Solutions, LLC · Texas · Professional & Technical Services

$26M in assets, 274 participants

Valtech Solutions, LLC's Valtech 401(k) Savings Plan reported $26M in total assets and 274 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,742 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Valtech 401(k) Savings Plan covers 274 participants in Texas, about 40% of the average Texas filer (state average ~688 per filing). Assets: $26M.

#15,742
in Professional & Technical Services (20,321 peers)
+38.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Valtech 401(k) Savings Plan vs every filed plan by assets

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

$26,059,556 Top 23% higher than 77% 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

Valtech 401(k) Savings 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. Valtech 401(k) Savings Plan sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valtech 401(k) Savings Plan reported net income rose from -$214K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Valtech 401(k) Savings Plan reported participants rose from 191 in the plan year 2022 filing to 274 in the plan year 2023 filing.
  • Valtech 401(k) Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 273548024 · Valtech Solutions, LLC PY 2023 · 401(k)

Valtech 401(k) Savings Plan · $26M · 274 · 77th

  • NET $26M
  • NET 274
  • NET 77th
  • NET 401(k)
  • NET near Southern Oregon Cardiology LLC 401(k) Plan
  • NET ind #15742

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 Professional & Technical Services retirement plans → · Plans in Texas →

Valtech 401(k) Savings Plan in the asset neighbourhood

Valtech 401(k) Savings Plan$26MSouthern Oregon Cardiology LLC 401(k) PlanSouthern Oregon Cardiology L…$26MGrant Regional Health Center Retirement PlanGrant Regional Health Center…$26MThe Lemoine Company, LLC 401(k) PlanThe Lemoine Company, LLC 401…$26MBizerba USA, Inc. 401(k) Plan$26M
End-of-year total assets ($M) among Valtech 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$26M
Net Income$7M
Employer EIN273548024
Plan Effective Date1998-01-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Valtech Solutions, LLC)

Sponsor-wide plan assets over time

All Valtech Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 69.43536190041394% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.8M $31.9M ▲ +69.4%
Year Plans Participants Total Assets
2022 1 191 $19M
2023 1 274 $26M
2024 1 249 $32M

Nearby 401(k) Plans in Texas

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

Valtech 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Valtech 401(k) Savings Plan, Total assets ($B): 0.026059556 · Participants: 274Valtech 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Valtech 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Valtech 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Southern Oregon Cardiology LLC 401(k) Plan in OR ($26M); by covered participants it is Portfolio Retirement Plan in AZ (274 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Valtech 401(k) Savings Plan assets move in 2023? ▼
Valtech 401(k) Savings Plan surged - up 38.5% during 2023, from $19M to $26M. Reported net income was $7M.
How have Valtech Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valtech Solutions, LLC's sponsor-wide assets grew 69.4%, from $19M to $32M.
Where does Valtech 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Valtech 401(k) Savings Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Valtech 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southern Oregon Cardiology LLC 401(k) Plan in OR ($26M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Valtech 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portfolio Retirement Plan in AZ (274 participants, $5M 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 273548024.

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.