401(k) · DOL Form 5500 · 2023

Valley Medical Group, P.C. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
398
Participants Below avg headcount
78th
Percentile by assets National rank
$69,650
Avg per participant Below avg balance/head
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Official DOL plan name: Valley Medical Group, P.C. 401(k) Plan · Sponsored by Valley Medical Group, P.C. · Massachusetts · Healthcare & Social Assistance

$28M in assets, 398 participants

Valley Medical Group, P.C.'s Valley Medical Group, P.C. 401(k) Plan reported $28M in total assets and 398 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,402 in Healthcare & Social Assistance (17,684 peers)

Where Valley Medical Group, P.C. 401(k) Plan sits by assets

Valley Medical Group, P.C. 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 398 participants (~$69,650/participant), up 14.3% in 2023.

#14,402
in Healthcare & Social Assistance (17,684 peers)
+14.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Valley Medical Group, P.C. 401(k) Plan's outsized position by total assets

Valley Medical Group, P.C. 401(k) Plan vs every filed plan by assets

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

$27,720,850 Top 22% higher than 78% 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 Medical Group, P.C. 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. Valley Medical Group, P.C. 401(k) Plan sits mid-pack in the medium band (398 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Medical Group, P.C. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Valley Medical Group, P.C. 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Valley Medical Group, P.C. 401(k) Plan reported participants rose from 379 in the plan year 2022 filing to 398 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042945394 · Valley Medical Group, P.C. PY 2023 · 401(k)

Valley Medical Group, P.C. 401(k) Plan · $28M · 398 · 78th

  • EBSA $28M
  • PART 398
  • TYPE 78th
  • NET 401(k)
  • BOOK near Gonnella Retirement Savings Plan
  • VS-ST ind #14402

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 Massachusetts →

Valley Medical Group, P.C. 401(k) Plan in the asset neighbourhood

Nedelco, Inc. 401(k) Retirement PlanNedelco, Inc. 401(k) Retirem…$28MValley Medical Group, P.C. 401(k) PlanValley Medical Group, P.C. 4…$28MGonnella Retirement Savings PlanGonnella Retirement Savings …$28MKern Oil & Refining Co. Profit Sharing PlanKern Oil & Refining Co. Prof…$28MRoyal Carting Service Co. 401(k) PlanRoyal Carting Service Co. 40…$28M
End-of-year total assets ($M) among Valley Medical Group, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN042945394
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Medical Group, P.C.)

Sponsor-wide plan assets over time

All Valley Medical Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.892371717472656% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.3M $31.5M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 379 $24M
2023 1 398 $28M
2024 1 389 $31M

Nearby 401(k) Plans in Massachusetts

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

Valley Medical Group, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Valley Medical Group, P.C. 401(k) Plan, Total assets ($B): 0.02772085 · Participants: 398Valley Medical Group, P.C. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Valley Medical Group, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Valley Medical Group, P.C. 401(k) Plan side-by-side with 3 peers →

Valley Medical Group, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Gonnella Retirement Savings Plan in IL ($28M); by covered participants it is Verbal Beginnings LLC 401(k) Plan in MD (398 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (398 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 Medical Group, P.C. 401(k) Plan assets move in 2023? ▼
Valley Medical Group, P.C. 401(k) Plan grew at a solid clip - up 14.3% during 2023, from $24M to $28M. Reported net income was $3M.
How have Valley Medical Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Medical Group, P.C.'s sponsor-wide assets grew 29.9%, from $24M to $31M.
Where does Valley Medical Group, P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Valley Medical Group, P.C. 401(k) Plan ranks in the 78th 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 Valley Medical Group, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gonnella Retirement Savings Plan in IL ($28M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Valley Medical Group, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Verbal Beginnings LLC 401(k) Plan in MD (398 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 042945394.

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.