Profit Sharing · DOL Form 5500 · 2023

Valley Realty, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
40th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valley Realty, Inc. Profit Sharing Plan · Sponsored by Valley Realty, Inc. · California · Real Estate

$4M in assets, 3 participants

Valley Realty, Inc.'s Valley Realty, Inc. Profit Sharing Plan reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,829 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Valley Realty, Inc. Profit Sharing Plan ranks #2,829 of 4,727 2023 filers by assets (661% of the sector average)-$4M for 3 participants.

#2,829
in Real Estate (4,727 peers)
+10.7%
assets growth YoY

Valley Realty, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Valley Realty, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,927,717 40th percentile higher than 40% 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 Realty, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Realty, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Realty, Inc. Profit Sharing Plan reported net income rose from -$106K in the plan year 2022 filing to $379K in the plan year 2023 filing.
  • Valley Realty, Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 826182283 · Valley Realty, Inc. PY 2023 · Profit Sharing

Valley Realty, Inc. Profit Sharing Plan · $4M · 3 · 40th

  • BOY $4M
  • SCH 3
  • EBSA 40th
  • PART Profit Sharing
  • TYPE near Coastal Timbers Inc. Profit Sharing Plan
  • NET ind #2829

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 Real Estate retirement plans → · Plans in California →

Valley Realty, Inc. Profit Sharing Plan in the asset neighbourhood

Valley Realty, Inc. Profit Sharing PlanValley Realty, Inc. Profit S…$4MCoastal Timbers Inc. Profit Sharing PlanCoastal Timbers Inc. Profit …$4MPlan De Beneficios Y Capitalizacion Del Centro Comprensivo De CancerPlan De Beneficios Y Capital…$4MDouble J Retirement Plan$4MChild & Family Agency of Southeastern Connecticut 403(b) PlanChild & Family Agency of Sou…$4M
End-of-year total assets ($M) among Valley Realty, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$379K
Employer EIN826182283
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Realty, Inc.)

Sponsor-wide plan assets over time

All Valley Realty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 28.623085175907224% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.55M $4.56M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $4M
2024 1 3 $5M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Valley Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Valley Realty, Inc. Profit Sharing Plan, Total assets ($B): 0.003927717 · Participants: 3Valley Realty, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Valley Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Valley Realty, Inc. Profit Sharing Plan side-by-side with 3 peers →

Valley Realty, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Coastal Timbers Inc. Profit Sharing Plan in LA ($4M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Realty, Inc. Profit Sharing Plan assets move in 2023? ▼
Valley Realty, Inc. Profit Sharing Plan grew at a solid clip - up 10.7% during 2023, from $4M to $4M. Reported net income was $379K.
How have Valley Realty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Realty, Inc.'s sponsor-wide assets grew 28.6%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Valley Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Coastal Timbers Inc. Profit Sharing Plan in LA ($4M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Valley Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 826182283.

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.