401(k) · DOL Form 5500 · 2023

Valbruna Stainless, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
137
Participants Small participant base
69th
Percentile by assets National rank
$122,105
Avg per participant Near avg balance/head
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Official DOL plan name: Valbruna Stainless, Inc. 401(k) Plan · Sponsored by Valbruna Stainless, Inc. · Indiana · Wholesale Trade

$17M in assets, 137 participants

Valbruna Stainless, Inc.'s Valbruna Stainless, Inc. 401(k) Plan reported $17M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,096 in Wholesale Trade (6,309 peers)

Coverage in Indiana

Valbruna Stainless, Inc. 401(k) Plan covers 137 participants in Indiana, about 25% of the average Indiana filer (state average ~541 per filing). Assets: $17M.

#4,096
in Wholesale Trade (6,309 peers)
+21.1%
assets growth YoY

Valbruna Stainless, Inc. 401(k) Plan's outsized position by total assets

Valbruna Stainless, Inc. 401(k) Plan vs every filed plan by assets

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

$16,728,351 Top 31% higher than 69% 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

Valbruna Stainless, Inc. 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. Valbruna Stainless, Inc. 401(k) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valbruna Stainless, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Valbruna Stainless, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061379799 · Valbruna Stainless, Inc. PY 2023 · 401(k)

Valbruna Stainless, Inc. 401(k) Plan · $17M · 137 · 69th

  • EBSA $17M
  • PART 137
  • TYPE 69th
  • NET 401(k)
  • BOOK near Landvest, Inc. 401(k) Plan
  • VS-ST ind #4096

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 Wholesale Trade retirement plans → · Plans in Indiana →

Valbruna Stainless, Inc. 401(k) Plan in the asset neighbourhood

Valbruna Stainless, Inc. 401(k) PlanValbruna Stainless, Inc. 401…$17MLandvest, Inc. 401(k) Plan$17MMoody Insurance Agency, Inc. 401(k) & Profit Sharing PlanMoody Insurance Agency, Inc.…$17MH&m Trucking, Inc. 401(k) PlanH&m Trucking, Inc. 401(k) Pl…$17MPremier Holdings, LLC 401(k) Retirement Savings PlanPremier Holdings, LLC 401(k)…$17M
End-of-year total assets ($M) among Valbruna Stainless, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN061379799
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valbruna Stainless, Inc.)

Sponsor-wide plan assets over time

All Valbruna Stainless, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 35.72927156399436% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $18.8M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 136 $14M
2023 1 137 $17M
2024 1 143 $19M

Nearby 401(k) Plans in Indiana

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

Valbruna Stainless, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Valbruna Stainless, Inc. 401(k) Plan, Total assets ($B): 0.016728351 · Participants: 137Valbruna Stainless, Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Valbruna Stainless, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Valbruna Stainless, Inc. 401(k) Plan side-by-side with 3 peers →

Valbruna Stainless, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Landvest, Inc. 401(k) Plan in NH ($17M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Valbruna Stainless, Inc. 401(k) Plan assets move in 2023? ▼
Valbruna Stainless, Inc. 401(k) Plan grew sharply - up 21.1% during 2023, from $14M to $17M. Reported net income was $3M.
How have Valbruna Stainless, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valbruna Stainless, Inc.'s sponsor-wide assets grew 35.7%, from $14M to $19M.
Which 401(k) plans are similar in size to Valbruna Stainless, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Landvest, Inc. 401(k) Plan in NH ($17M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Valbruna Stainless, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 061379799.

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.