ESOP · DOL Form 5500 · 2023
Valley Business Machines, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $163,663
- Avg per participant Above avg balance/head
Official DOL plan name: Valley Business Machines, Inc. Employee Stock Ownership Plan · Sponsored by Valley Business Machines, Inc. · Alaska · Retail Trade
$3M in assets, 18 participants
Valley Business Machines, Inc.'s Valley Business Machines, Inc. Employee Stock Ownership Plan reported $3M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #3,956 in Retail Trade (8,414 peers)
What the 2023 filing shows
Valley Business Machines, Inc. Employee Stock Ownership Plan holds $3M for 18 participants - about $163,663 per participant, in the lower half of filed plans by assets.
- #3,956
- in Retail Trade (8,414 peers)
- +0.0%
- assets growth YoY
Valley Business Machines, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers
Valley Business Machines, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,945,934 35th percentile higher than 35% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Valley Business Machines, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Business Machines, Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 920110608 · Valley Business Machines, Inc. PY 2023 · ESOP
Valley Business Machines, Inc. Employee Stock Ownership Plan · $3M · 18 · 35th
- BOY $3M
- SCH 18
- EBSA 35th
- PART ESOP
- TYPE near Bazin Brothers Trucking, Inc. ESOP
- NET ind #3956
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 What is an ESOP? → · Plans in Alaska →
Valley Business Machines, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Employer EIN | 920110608 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Business Machines, Inc.)
Sponsor-wide plan assets over time
All Valley Business Machines, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 0% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $3M |
| 2023 | 1 | 18 | $3M |
| 2024 | 1 | 18 | $3M |
Nearby ESOP Plans in Alaska
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alaska Rubber & Supply, Inc. Employee Stock Ownership Plan and Trust $42M · 135
- Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust $37M · 37
- Alaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and Trust $30M · 47
- Sagaya Corporation Employee Stock Ownership Plan $22M · 105
- Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan $15M · 137
Valley Business Machines, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Alaska, the nearest ESOP by assets is Bazin Brothers Trucking, Inc. ESOP in VT ($3M); by covered participants it is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 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.