401(k) · DOL Form 5500 · 2023

Valent U. S. a. LLC 401(k) Plan

Data updated 2026-08-11

$250M
Total assets
885
Participants
96th
Percentile by assets
$282,295
Avg per participant
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Official DOL plan name: Valent U. S. a. LLC 401(k) Savings Plan · Sponsored by Valent U. S. a. LLC · California · Wholesale Trade

$250M in assets, 885 participants

Valent U. S. a. LLC's Valent U. S. a. LLC 401(k) Savings Plan reported $250M in total assets and 885 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #6,103 in Wholesale Trade (6,309 peers)

Where Valent U. S. a. LLC 401(k) Savings Plan sits by assets

Valent U. S. a. LLC 401(k) Savings Plan sits in the top 5% of all filed plans by assets, $250M for 885 participants (~$282,295/participant), up 18.0% in 2023.

$250M
total plan assets (2023 EOY)
885
covered participants
96th
percentile by assets (of 127,072 plans)
$282,295
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valent U. S. a. LLC 401(k) Savings Plan reported net income rose from -$52M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Valent U. S. a. LLC 401(k) Savings Plan end-of-year assets rose from $212M in the plan year 2022 filing to $250M in the plan year 2023 filing.
  • Valent U. S. a. LLC 401(k) Savings Plan reported participants rose from 839 in the plan year 2022 filing to 885 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Wholesale Trade

Valent U. S. a. LLC 401(k) Savings Plan vs the 2023 asset distribution

By assets, Valent U. S. a. LLC 401(k) Savings Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$212M
Net Assets (End of Year)$250M
Net Income$38M
Employer EIN943061141
Plan Effective Date1991-09-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Valent U. S. a. LLC)

$200M$220M$240M$260M$280M 202220232024 $212M $272M ▲ +28.3%
Total plan assets by year, all Valent U. S. a. LLC plans on file
Year Plans Participants Total Assets
2022 1 839 $212M
2023 1 885 $250M
2024 1 935 $272M

Nearby 401(k) Plans in California

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

Valent U. S. a. LLC 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Valent U. S. a. LLC 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Valent U. S. a. LLC …Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Valent U. S. a. LLC 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Valent U. S. a. LLC 401(k) Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Valent U. S. a. LLC 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Valent U. S. a. LLC 401(k) Savings Plan assets move in 2023? ▼
Valent U. S. a. LLC 401(k) Savings Plan grew sharply - up 18.0% during 2023, from $212M to $250M. Reported net income was $38M.
How have Valent U. S. a. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valent U. S. a. LLC's sponsor-wide assets grew 28.3%, from $212M to $272M.
Where does Valent U. S. a. LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Valent U. S. a. LLC 401(k) Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Valent U. S. a. LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Richards, Layton & Finger P.a. Retirement & Savings Plan in DE ($250M, 273 participants).

Next read for Valent U. S. a. LLC 401(k) Savings Plan

Scale reading

Ways to act on Valent U. S. a. LLC 401(k) Savings Plan's numbers.

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 943061141.

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.