401(k) · DOL Form 5500 · 2023

Valley Strong Credit Union 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
598
Participants Below avg headcount
83rd
Percentile by assets National rank
$69,520
Avg per participant Below avg balance/head
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Official DOL plan name: Valley Strong Credit Union Plan and Trust · Sponsored by Valley Strong Credit Union · California · Finance & Insurance

$42M in assets, 598 participants

Valley Strong Credit Union's Valley Strong Credit Union Plan and Trust reported $42M in total assets and 598 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,628 in Finance & Insurance (8,869 peers)

Where Valley Strong Credit Union Plan and Trust sits by assets

Valley Strong Credit Union Plan and Trust sits in the top quartile of all filed plans by assets, $42M for 598 participants (~$69,520/participant), up 26.6% in 2023.

#6,628
in Finance & Insurance (8,869 peers)
+26.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Valley Strong Credit Union Plan and Trust's outsized position by total assets

Valley Strong Credit Union Plan and Trust vs every filed plan by assets

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

$41,572,663 Top 17% higher than 83% 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 Strong Credit Union Plan and Trust 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 Strong Credit Union Plan and Trust sits mid-pack in the medium band (598 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Strong Credit Union Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Valley Strong Credit Union Plan and Trust end-of-year assets rose from $33M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Valley Strong Credit Union Plan and Trust reported participants rose from 521 in the plan year 2022 filing to 598 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951652797 · Valley Strong Credit Union PY 2023 · 401(k)

Valley Strong Credit Union Plan and Trust · $42M · 598 · 83rd

  • EOY $42M
  • 5500 598
  • ASSETS 83rd
  • PCT 401(k)
  • EIN near Pernix Group 401(k) Retirement Plan
  • RANK ind #6628

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 Finance & Insurance retirement plans → · Plans in California →

Valley Strong Credit Union Plan and Trust in the asset neighbourhood

Amplifon (USA), Inc. Incentive Savings PlanAmplifon (USA), Inc. Incenti…$42MMetalex Manufacturing, Inc. Employee Profit Sharing and 401(k) PlanMetalex Manufacturing, Inc. …$42MValley Strong Credit Union Plan and TrustValley Strong Credit Union P…$42MPernix Group 401(k) Retirement PlanPernix Group 401(k) Retireme…$42MEnanta Pharmaceuticals, Inc. 401(k) Profit Sharing Plan & TrustEnanta Pharmaceuticals, Inc.…$42M
End-of-year total assets ($M) among Valley Strong Credit Union Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$42M
Net Income$9M
Employer EIN951652797
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Strong Credit Union)

Sponsor-wide plan assets over time

All Valley Strong Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$45M 36.21450620638483% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.9M $44.7M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 521 $33M
2023 1 598 $42M
2024 1 592 $45M

Nearby 401(k) Plans in California

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

Valley Strong Credit Union Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Valley Strong Credit Union Plan and Trust, Total assets ($B): 0.041572663 · Participants: 598Valley Strong Credit Union Plan and TrustWells 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 Strong Credit Union Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Valley Strong Credit Union Plan and Trust side-by-side with 3 peers →

Valley Strong Credit Union Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pernix Group 401(k) Retirement Plan in IL ($42M); by covered participants it is Grand Traverse Resort and Spa Retirement Plan in MI (598 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (598 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 Strong Credit Union Plan and Trust assets move in 2023? ▼
Valley Strong Credit Union Plan and Trust grew sharply - up 26.6% during 2023, from $33M to $42M. Reported net income was $9M.
How have Valley Strong Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Strong Credit Union's sponsor-wide assets grew 36.2%, from $33M to $45M.
Where does Valley Strong Credit Union Plan and Trust rank by assets among Form 5500 filers? ▼
Valley Strong Credit Union Plan and Trust ranks in the 83rd 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 Strong Credit Union Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pernix Group 401(k) Retirement Plan in IL ($42M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Valley Strong Credit Union Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Grand Traverse Resort and Spa Retirement Plan in MI (598 participants, $7M 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 951652797.

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.