401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$250M
Total assets Near avg plan size
885
Participants Near avg headcount
96th
Percentile by assets National rank
$282,295
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,103
in Wholesale Trade (6,309 peers)
+18.0%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Valent U. S. a. LLC 401(k) Savings Plan's outsized position by total assets

Valent U. S. a. LLC 401(k) Savings Plan vs every filed plan by assets

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

$249,831,102 Top 4% higher than 96% 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

Valent U. S. a. LLC 401(k) Savings 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. Valent U. S. a. LLC 401(k) Savings Plan sits mid-pack in the medium band (885 participants).

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 →

Form 5500 schedule snapshot

Filing strip 943061141 · Valent U. S. a. LLC PY 2023 · 401(k)

Valent U. S. a. LLC 401(k) Savings Plan · $250M · 885 · 96th

  • SCH $250M
  • SCH 885
  • SCH 96th
  • SCH 401(k)
  • SCH near Richards, Layton & Finger P.a. Retirement & Savings Plan
  • SCH ind #6103

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 California →

Valent U. S. a. LLC 401(k) Savings Plan in the asset neighbourhood

Simmons First National Corporation 401(k) PlanSimmons First National Corpo…$250MWagner Equipment Co. Retirement Savings PlanWagner Equipment Co. Retirem…$250MRichards, Layton & Finger P.a. Retirement & Savings PlanRichards, Layton & Finger P.…$250MValent U. S. a. LLC 401(k) Savings PlanValent U. S. a. LLC 401(k) S…$250MAsahi Kasei 401(k) Retirement PlanAsahi Kasei 401(k) Retiremen…$249M
End-of-year total assets ($M) among Valent U. S. a. LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Valent U. S. a. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$272M 28.280758692394247% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $212M $272M ▲ +28.3%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Valent U. S. a. LLC 401(k) Savings Plan, Total assets ($B): 0.249831102 · Participants: 885Valent U. S. a. LLC 401(k) Savings PlanWells 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
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 →

Valent U. S. a. LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Richards, Layton & Finger P.a. Retirement & Savings Plan in DE ($250M); by covered participants it is Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan in IN (885 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (885 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 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).
Which 401(k) plans cover a similar participant headcount to Valent U. S. a. LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan in IN (885 participants, $210M 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 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.